Associate Specialist, Business Strategy - Strategic Portfolio Management at Northern Trust in Chicago, Illinois

Job Description:

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Job Title: Associate Specialist, Business Strategy - Strategic Portfolio Management

Job Description:

The Strategic Portfolio Management team, under the Portfolio Strategy & Program Execution team, supports Northern Trust's Wealth Management (WM) business unit through the administration, management, and governance of its financial and human resource investments and portfolio of work.

As such, the team oversees processes designed to ensure strategic alignment across projects, investment decisions supported by robust business cases, insight and transparency into the portfolio of work, management of dependencies, achievement of outcomes, and accountability at all levels.

The Associate Specialist will support the Strategic Portfolio Manager in various areas such as financial and human resource demand, business case development, and performance management. In this role, you will need to be a leader who is analytical, action-oriented, a great communicator, and comfortable driving change through influence.

You will interact with Wealth Management senior leaders, Product, and Technology partners to foster an innovative and integrated environment , resulting in an optimized portfolio with clear priorities and expected outcomes .

Major Duties:

Process Development and Management

• Create, improve, and/or m anage multiple strategic processes including business case development, performance goal setting and management, and ROI/value realization framework

Business Administration

• Coordinate and facilitate governance forums where initiative business cases are presented for investment consideration. Facilitate completion of business cases by requesting teams.

• Meet with WM leadership to gather, understand and maintain a future-focused initiative list.

• Coordinate and prepare quarterly WM capital presentation materials .

• Work with initiative owners to define overarching goals using the objectives & key results (OKR s ) framework . Actively maintain OKRs and create summary reporting, as needed.

• Collaborate with the other Strategic Portfolio Management team members to maintain portfolio roadmap, track dependencies and key risks , maintain up-to-date financial data , and escalate potential issues .

• Create ad-hoc financial analysis , reports and presentations , including summary views , for various senior stakeholder s.

• Demonstrate a proactive and persistent approach to work , driving open items to completion consistently and independently.

Knowledge / Skills:

Required

• Excellent Excel and PowerPoint skills

• Excellent oral and written communication including

• Strong ability to create effective presentation s with data

• Strong administrative and organizational skills

• Highly flexible and adaptable to change

• Proactive and self-motivated

• Ability to work both independently as well as collaboratively

• Strong c ritical/strategic thinking , problem solving, and analytical skills

Recommended

• Experience with financial and/or data analysis

• Effectively interface and build relationships with stakeholders at all levels , including executive leadership

• Aware of Agile project management and development methodologies, including MVP definition and product roadmap planning techniques

• Financial Services knowledge

• Bravery - ask why

Experience Required:

• 7+ years of experience comfortable with both tactical support and strategic thinking

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.