Senior Investment Specialist - Fixed Income
Core
Senior Investment Specialist serving as a technical subject matter expert in fixed income markets for Northern Trust Wealth Management portfolio advisors and third-party financial intermediaries.
Role type
Senior IC fixed income investment specialist
Builds
Sales enablement resources, investment guidance, and field support for private client sales teams
Domain
Wealth Management / Fixed Income Capital Markets
Deliverable
client delivery
Required skills
Fixed income market expertise, portfolio construction analysis, market theme identification, sales enablement development, advisor relationship management, competitive landscape analysis
Preferred skills
CFA/CAIA designation, FINRA securities licenses, prior experience as portfolio manager or research analyst
Technologies
Portfolio construction tools, efficient frontier analysis software, diversification analysis platforms
Responsibilities
Serve as first-line fixed income resource for sales teams, distill complex market information into clear guidance, identify timely fixed income themes and opportunities, develop portfolio solutions incorporating NTAM and non-NTAM strategies, participate in advisor meetings and client events, collaborate with cross-divisional teams to commercialize market themes, mentor team members
Seniority
Senior, hands-on IC with mentorship responsibilities