Specialist, OCIO Practice

Location
Chicago, Illinois
Salary
Salary commensurate with 3-5 years of experience
Posted
Mar 24, 2021
Closes
Apr 23, 2021
Job Function
Other
Industry Sector
Asset Management
Employment Type
Full Time

OUTSOURCED CHIEF INVESTMENT OFFICER PRACTICE

As one of the world’s largest and most experienced providers of Outsourced Chief Investment Officer (“OCIO”) solutions, Northern Trust truly understands the needs of institutional investment programs. Our capabilities, centered on expertise, customization, and execution, enable targeted investment outcomes that lead to our clients’ success.


ROLE SUMMARY

The Specialist with the OCIO practice works across the business to assist in the growth of the Outsourced Chief Investment Officer (OCIO) practice within Northern Trust Asset Management. This individual will suport the OCIO sales process through the development and coordination of RFP content, monitoring and tracking the sales pipeline while collaborating with internal staff on individual OCIO sales opportunities and search consultant activity.  They will work closely with the OCIO Senior Specialists, Client Investment Officers, and Institutional Asset Management Distribution team in order to assist in the positioning and growth of the OCIO business. The successful individual will be collaborative with the ability to manage multiple projects with high visibility. They will have exceptional communication and problem solving skills. 


PRIMARY DUTIES AND RESPONSIBILITIES

  • Support OCIO Senior Specialists, Client Investment Officers, and Institutional Asset Management distribution teams with customized OCIO content, messaging, and positioning
  • Review standard RFP responses and draft custom responses when needed. Conduct first review of completed RFP responses and coordinate completion with OCIO business leaders
  • Support and ultimately conduct OCIO search consultant calling activity
  • Maintain OCIO sales pipeline and follow up as necessary
  • Develop and maintain key performance indicators for the OCIO sales effort
  • Participate in new product business plans designed to expand the group’s service offering targeted for clients and market segments
  • Build close partnerships with key internal staff to support OCIO sales efforts as appropriate

 

REQUIRED KNOWLEDGE AND SKILLS

  • Ability to carry out activities that are large in scope, cross-functional, and technically difficult
  • Excellent oral and written communication skills
  • Ability to work in fast paced environment
  • Ability to identify and execute process efficiencies without direct instruction
  • Motivation as a self-starter
  • Humility to learn from others who hold ideas and opinions that differ from their own
  • Analytical and organizational skills
  • Ability to multitask and manage conflicting priorities and workflows

 

REQUIRED EXPERIENCE AND EDUCATION

  • 3-5 years of relevant experience, particularly in support of the sales function
  • Direct asset management experience preferred
  • OCIO experience a plus
  • A bachelor’s and/or master’s degree from an accredited university

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