Private Equity Onboarding Sr Consultant
- Employer
- Northern Trust
- Location
- Chicago, USA
- Salary
- Competitive
- Posted
- Jun 17, 2023
- Closes
- Jun 19, 2023
- Ref
- 19630878
- Job Function
- Accounting/Audit/Tax
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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.
Working Model: Hybrid
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Responsible for managing onboarding/implementation projects for Private Capital Administration clients; Private Equity, Venture Capital, Private Equity Fund of Funds, Debt, Real Estate and Infrastructure funds. Engagement with different teams and groups within Private Capital on strategic change management, new business/product initiatives, and process re-engineering. Client facing role who leads onboarding/implementation project calls and tracks progress of onboarding/implementations. Technical experts without management responsibilities, seen as key advisors on significant business decisions and large and/or complex projects. Keeps abreast of emerging industry trends. Maintains regular contact with peers internal and external to firm, including regulators and professional organizations.
Department:
Private Capital Administration (PCA) provides third-party clients with comprehensive administration, financial accounting, and investor reporting services for their funds. PCA specializes in private equity (PE), real-estate, debt funds, venture capital, and fund of funds. Services include accounting for investment and divestments, investor capital calls/drawdowns and distributions, financial reporting and investor reporting.
1. Operates independently; has in-depth knowledge of business unit / function
2. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
3. Carries out onboarding/implementation activities that are large in scope, cross-functional and technically difficult
4. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
5. Conducts preliminary analysis of new client operating documents, investor and investor data
6. Responsible for direct interaction with different committees and/or management
7. Strategic in developing, implementing and administering programs within functional areas
8. #LI-Hybrid
9. #LI-GG1
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 accommodation 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.
Additional Information
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.
Working Model: Hybrid
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Responsible for managing onboarding/implementation projects for Private Capital Administration clients; Private Equity, Venture Capital, Private Equity Fund of Funds, Debt, Real Estate and Infrastructure funds. Engagement with different teams and groups within Private Capital on strategic change management, new business/product initiatives, and process re-engineering. Client facing role who leads onboarding/implementation project calls and tracks progress of onboarding/implementations. Technical experts without management responsibilities, seen as key advisors on significant business decisions and large and/or complex projects. Keeps abreast of emerging industry trends. Maintains regular contact with peers internal and external to firm, including regulators and professional organizations.
Department:
Private Capital Administration (PCA) provides third-party clients with comprehensive administration, financial accounting, and investor reporting services for their funds. PCA specializes in private equity (PE), real-estate, debt funds, venture capital, and fund of funds. Services include accounting for investment and divestments, investor capital calls/drawdowns and distributions, financial reporting and investor reporting.
1. Operates independently; has in-depth knowledge of business unit / function
2. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
3. Carries out onboarding/implementation activities that are large in scope, cross-functional and technically difficult
4. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
5. Conducts preliminary analysis of new client operating documents, investor and investor data
6. Responsible for direct interaction with different committees and/or management
7. Strategic in developing, implementing and administering programs within functional areas
8. #LI-Hybrid
9. #LI-GG1
- Season professional with a College or University degree and/or minimum two years of relevant proven work experience is required
- Excellent oral and written communication skills are required
- In-depth Functional / Industry Knowledge is required
- Analytical and problem solving skills are required
- Technical skills are required
- FIS Investran/Private Capital Suite and Digital Data exchange experience is a plus
- Yardi experience is a plus
- FIS VPM experience is a plus
- Anaplan experience is a plus
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 accommodation 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.
Additional Information