About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Associate Consultant – Job Description 

Role Summary 
The Associate Consultant supports day-to-day operational activities, client deliverables, reporting, data analysis, and process improvement initiatives. The role requires strong analytical skills, attention to detail, and the ability to collaborate effectively with internal and external stakeholders. 

Key Responsibilities 

• Execute daily operational and reporting activities within established deadlines. 

• Perform data validation, quality checks, and reconciliations to ensure accuracy. 

• Investigate and resolve exceptions, breaks, and client inquiries. 

• Prepare and distribute client reports and management information. 

• Support process improvement and automation initiatives. 

• Partner with cross-functional teams to address issues and implement solutions. 

• Maintain process documentation and operating procedures. 

• Participate in project, testing, and migration activities as required. 

• Ensure compliance with internal controls, policies, and regulatory requirements. 

Qualifications 

• Bachelor’s degree in finance, Accounting, Commerce, Business, or a related field. 

• Relevant experience in fund accounting, financial reporting, operations, or related functions. 

• Strong analytical and problem-solving skills. 

• Proficiency in Excel and Microsoft Office applications. 

• Excellent communication and stakeholder management skills. 

• Ability to work independently and manage multiple priorities. 

Data Management & Analysis

• Analyze positions, transactions, security reference data, and client datasets.
• Investigate data discrepancies and perform root cause analysis.
• Validate inbound and outbound data feeds across multiple platforms.
• Leverage SQL, Snowflake, Power BI, and reporting tools to support reporting requirements.
• Support strategic reporting initiatives and dashboard development.

Preferred Skills 

• Knowledge of hedge funds, fund administration, financial products, or reporting. 

• Experience with SQL, Power BI, Sigma, Snowflake, SSRS, or other reporting tools. 

• Exposure to automation and process optimization initiatives. 
• Analytical Skills
• Act as a functional SME for Information Delivery processes and tools.
• Provide guidance and training to team members.
• Support onboarding and knowledge transfer activities.
• Participate in strategic initiatives related to reporting modernization, data delivery, and automation.
• Serve as an escalation point for complex reporting and data issues.

Key Competencies 

• Strong analytical and problem-solving skills
• Effective stakeholder management
• Attention to detail and quality focus
• Ownership and accountability
• Excellent written and verbal communication
• Ability to manage multiple priorities in a deadline-driven environment
• Continuous improvement mindset
• Collaborative team player with strong client focus

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

About Our Pune Office

The Northern Trust Pune office, established in 2016, is now home to over 3,000 employees. The office handles various functions, including Operations for Asset Servicing and Wealth Management, as well as delivering critical technology solutions that support business operations across the globe.

Our Pune team takes our commitment to service to heart. In 2024, they volunteered more than 10,000+ hours into the communities where they live and work. Learn more.