Associate Consultant

Overview

Associate Investment Consultant supporting end-to-end product support, reporting, fund finance, onboarding and governance for global pooled vehicles, and supporting product strategy and analytics for Northern Trust Asset Management's Global Product organization.

What you'll do

• Execute business-as-usual product support for global pooled vehicles and strategic products, supporting the efficient operation of the funds.
• Prepare product reporting and analytics, including monthly management reporting, product monitoring, regulatory snapshots, and quarterly global fund exposure and sales reviews.
• Support fund finance activities, including financial statement reviews, budgeting, NAV reviews, invoice processing, and line-of-credit management.
• Manage fund onboarding and ongoing maintenance activities, including share class setup, LEI registrations and renewals, Eagle data maintenance, and closed-fund oversight reviews.
• Provide governance and oversight support, including consistency checks on fund documentation and preparation of quarterly Investment Committee and Board reporting packs.
• Support regulatory and operational processes, including PRIIPs/UCITS KIID preparation, class action filings, tax processes, proxy POA monitoring, securities lending program management, and regulatory mailings.
• Coordinate external vendor data reviews and submissions and manage core product administrative activities, including shared mailbox monitoring.
• Deliver product strategy and analysis support, including competitor analysis, cross-vehicle insights, and junior product strategy coverage across asset classes (Alts, Index & Equities, Fixed Income & Liquidity, Multi-Asset).
• Enable capacity reallocation for senior Product partners, freeing global Product leaders to focus on higher-value product development and capability initiatives.

What you'll need

• For internal applications: 24 months as Senior Analyst.
• 4+ years in investment management or asset servicing, including direct experience in product management, regulatory reporting or lifecycle management of funds.
• Understanding of the investment management industry, familiarity with investment vehicles across multiple jurisdictions, marketing constructs, and distribution channels.
• Effective collaboration and communication (verbal and written) skills.
• Strong organizational skills, with attention to detail and commitment to quality.
• Ability to prioritize in a fast-paced environment.
• Ability to follow established procedures and maintain accurate records.
• Ability to think creatively and outside the box to find solutions to known problems, as well as proactive and value-add ideas that benefit the overall firm objectives.
• Demonstrated ability to multi-task, effectively manage and navigate multiple projects, organize competing objectives and manage deadlines.
• Strong work ethic and professional demeanor.
• Creative and technical abilities across the Microsoft Office suite, including Copilot.

Details

• Location: Bangalore, India.