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Financial Consultant Salary in Illinois, USA

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Consultant, Global People Strategy & Operations
Cushman & Wakefield, Chicago
Job Title Consultant, Global People Strategy & Operations Job Description Summary The Consultant, Global People Strategy & Operations plays a key role supporting the leadership team of the People function (People Executive Committee) at Cushman & Wakefield. As a direct report to the CPO's chief of staff, the Consultant is the fuel to support enterprise-wide collaboration, coordination, and execution of on-time delivery of People Team programming across stakeholder groups in partnership with the People ExCo. Job Description Responsibilities: Facilitate programmatic coordination across the People teams functions/programs, including project management, implementation planning, change management, stakeholder communications, and cadenced reportingScope and drive execution of analytics work to distill strategic insights and recommendations into executive-level presentations through storytelling with data. Data sources include but not limited to employee data, functional and corporate financials, market research, and other primary and secondary quantitative and qualitative resourcesManage multiple development and execution workstreams simultaneously, including development of materials for presentation to senior leaders (including quarterly board meetings)Lead change management initiatives to support successful implementation of strategiesWork with talent analytics team to conduct proactive analysis of labor, talent, turnover, performance and financial data and arrive at insights to support business and talent allocation choicesPartner cross-functionally throughout the organization (e.g. with TDS, Finance, etc.) as required to support the broader needs of the People TeamAct as a strategic thought partner and trusted advisor and ensure the continuity of operations across the People functionProactively take on additional responsibilities and projects as needed to continuously improve C&W's performanceQualifications:Bachelor's degree; advanced degree in analytical/business-related field preferred, but not required3 years of experience in a consulting firm or comparable highly-analytical strategic function with internal or external clients (e.g. business analysis, functional line experience within strategy, marketing, finance, human resources, operations, or sales analytics), preferably in a services-based industryExperience in a global and highly-matrixed organization including experience working with teams across countries and time zones; Commercial Real Estate industry experience a plusExceptional planning, organizational and program management capabilities; ability to manage multiple priorities at once and influence others - including senior executives - to meet deadlinesStrong business mindset and analytical skills. Demonstrated ability to turn data in to a story; experience analyzing people data in combination with additional data sources a plusStrong financial acumen; commercial understanding of real estate a plusDesire and ability to approach work through cross-functional collaboration, troubleshooting, and getting your hands dirtyHighly organized, detail-oriented, process-driven, polished, and driven to succeedCushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected] . Please refer to the job title and job location when you contact us.
Financial Services Consultant
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Consultant, Client Service, Investment Operations
Northern Trust, Chicago
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. The key objectives and responsibilities of the role include: The Recordkeeper Relationship Group is responsible for facilitating the strategic and tactical relationship for our Corporate and Institutional clients' Third-Party recordkeepers in order to support their Defined Contribution and Defined Benefit investment operations. The Recordkeeper Relationship Consultant serves as the primary contact for recordkeepers in overseeing daily participant investments and trading activity, which includes effectively communicating with recordkeepers, investment managers, clients and internal partner groups to ensure that service needs and expectations are being met. The Recordkeeper Relationship Group is also responsible for providing end-to-end project management oversight for all clients change events, including onboarding, fund launches, fund closures, and plan restructures. The Consultant will lead the portfolio rebalancing process for custom funds and manage liquidity analysis trading for unitized company stock portfolios. Utilizing industry knowledge of institutional investment operations, recordkeeping processes, and fund valuations, the Consultant provides guidance on complex issues and serves as a technical resource for Client Administration and Daily Valuation Servicing teams. Additional responsibilities include: 1. Manage and strengthen daily recordkeeping relationships for assigned book of business. 2. Oversee the daily participant investment activity. Works closely with Institutional Fund Accounting and Daily Valuation operations teams to resolve any issues in a timely manner. 3. Reviews company stock liquidity trades for clients and acts as reviewer of liquidity calculations and transactions initiated by Recordkeeping Relationship Analysts. 4. Manages rebalancing process for client portfolios, including the calculation and initiation of Mutual Fund, Collective Fund trades as well as associated cash movements. 5. Receives inquiries from recordkeeper and partners, oversees transaction processing (including stock liquidity processing), handles inquiry resolution, obtains appropriate documentation and ensures accurate and timely follow-up with recordkeepers and partners. 6. Researches and resolves complex exceptions and coordinates corrective entries and preventative processes. 7. Communicates daily, or as needed, with recordkeeper and partner areas, especially client service teams regarding client account activity. 8. Identifies service efficiency enhancements, process and service delivery improvements using creative and proactive measures. 9. Works with recordkeeper and partner areas on client structural changes, including maintaining action plans related to client changes. 10. Initiate periodic meetings with recordkeeper to review service levels and other ongoing service initiatives. Prepares call reports, as necessary, and communicates to service team. 11. Coordinates process initiatives/communication with Client Servicing and Compliance. 12. Acts in a leadership role and as a technical resource or subject matter expert for Client Servicing and Recordkeeping Relationship Analysts. Qualifications The successful candidate will benefit from having: 1. 4 or more years of experience with master trust/ custody products, investment operations or direct recordkeeping services with an emphasis on 401(k)/defined contribution plans. 2. Client service experience/exposure. 3. Knowledge of record keeping processes, acquired through related experience, related to 401(k)/defined contribution plans including fund valuations, unitization and investments. 4. General business knowledge, including fund accounting and client servicing usually acquired through coursework and on the job training, is required to oversee client transactions. 5. Analytical, problem solving, and organizational skills, required to identify and resolve account issues . 6. Ability to work well under pressure in a fast-paced environment 7. Flexible to changing business demands and client needs Working with Us: 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. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .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.
Consultant, Client Service, Investment Operations Outsourcing
Northern Trust, Chicago
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.The Opportunity: In this highly engaging and competitive role, the Consultant on the Investment Operations Outsourcing (IOO) Client Service team serves as the first point of contact for the client on day-to-day activities, and is responsible for solving complex issues. The Consultant is also expected to participate in or lead projects that focus on improving overall service quality to the client. Through prior industry experience, the Consultant should have broad, in-depth knowledge of the investment management industry , middle office operations and is expected to have strong interpersonal skills to work effectively and independently with both internal and external stakeholders. About Investment Operations Outsourcing: Northern Trust (NT) IOO offers our Asset Manager clients full middle-office and component solutions for a complex range of products, markets and asset types. We provide end-to-end solutions to service all of our clients' post-trade needs. Our global, pass-the-book operating model means client portfolio information is seamlessly transferred across regions, time zones, custodians and third parties. Combined with a single application for aggregating data, analyzing risk and performance, valuing assets and managing reporting, NT IOO offers a consistent experience that helps balance risk, quality and cost for each of our clients. IOO's success is tied not only to the efforts of employees within the department, but also on our effective partnerships with multiple global support teams across Northern Trust, including Reconciliations, Corporate Actions, Income, Performance, Derivatives Operations, and Pricing, to name a few. The Impact: (Primary daily responsibilities) Operations ManagementResponsible for providing client service through oversight of daily functions and tasks, including but not limited to: cash processing, custodian reconciliations, front office reconciliations, client reporting, client fee billing, as well as general client inquiries regarding NT-provided data. Cross train on all oversight functions as assigned, and serve as back-up for peers as necessaryReinforce usage of NT, IOO or client best practices within IOO and its support teamsResponsible for multiple projects of various complexitiesAble to identify opportunities for process or service quality improvement, while acting as a liaison across the enterprise to drive execution Understand and enhance procedures and controls to mitigate operational, financial or reputational risk to the client and NTClient Service Management Responsible for understanding client's business and deliverables Responsible for providing timely responses to client and internal stakeholder inquiries with limited manager input Drive the engagement of other partners as appropriate to promptly resolve and remediate client inquiries/issues Works to become a key subject matter expert on the IOO Operating Model, as well as the end-client's businessAssist in the development and rollout of process changes necessary to align with client support needs and/or best practicesUnderstand current Service Level Agreements (SLAs) which outlines roles and responsibilities between NT and the client that are directly related to job function(s)Relationship ManagementAct as a main point of contact and be accessible to other internal partners and teams supporting the client relationshipIndependently build relationships with internal partners and teams and be able to use collaboration, persuasion or influence skills to solve client issues or improve client service Serve as a key subject matter expert and mentor to junior level employees The Minimum Qualifications: 5+ years of relevant work experience supporting Financial Industry Operations, Asset Management and/or Investment Operations clients Knowledge of trade lifecycle and the various counterparties within the operating model Examples of process efficiencies that have been implemented in prior roles Proven, excellent oral and written communication skills Demonstrated ability to prioritize and multi-task, and complete work with a sense of urgency that matches the client/issue Strong Analytical, attention-to-detail and problem solving skills Moderate Excel (VLOOKUP, Pivot, etc.) and other MS Office application skills The Ideal Qualifications: A college or university degree Direct investment management operations experience Previous exposure to / experience with business process and/or technology enhancement initiatives Experience with PowerBI or other data visualization applications Working with Us: 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. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .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.
Consultant, Transfer Agency
Northern Trust, Chicago
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.The Partnership Services Group provides a third-party fund administration service to numerous fund management companies covering a full range of shareholder servicing functions including dealing, registration, settlements, distributions, fees, allocations and statements. The department is responsible for client and investor document management, processing, research, integration of new business, quality checking of transactions and maintaining the register of investors in response to investor instructions working within all client service standards. The primary responsibility of this Consultant role is to support client and investor requests through strong communication, processing, escalations and research. The Consultant will report to a Manager or Team Lead assisting with projects, quality control, email, metrics and data mining. The Consultant will also lead initiatives, will have familiarity with fund information and learn client bespoke processes. The Consultant work closely with Client Service Managers with some client facing responsibilities and PSG leadership team on client escalations, processes and SLA updates while being an operational expert and maybe asked to join meetings.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. Responsibilities:Handles investor/client inquires daily via email with some callouts within the required service requirements.Will process and do quality checks of partners work and final client correspondence daily.Works closely with their direct team, client service managers, and India to identify and address inefficiencies, control gaps and enhance client deliverables. Comfortable joining meetings, escalations and calls on relative investor/client matters.The operational expert on processes, SLA's, research and impacts across the business.Close procedural gaps and enhance education across peer group.A keen eye to quality and understands when to escalate an issues.Participates or leads efforts that impact tasks or deliverables across teams. Effective communicator, can tell a story either verbally or through presentation format.Demonstrates strong leadership skills when it comes to research and investigative processes on escalations or other client inquiries and be the spokesperson throughout.#LI-Hybrid#LI-GG1QualificationsA College or University degree and/or relevant work experience is required. 3-5 Years Industry experience or relevant senior client servicing role.Investor or clients servicing experience via email or phone calls preferred.Strong critical and analytical skills, able to influence others and educate along the way.Excellent oral and written communication skills a must. Flexibility and strong fortitude to work through constant change.Expert fund level knowledge, processes, clients, investor types and systems (Wires, registers, workflow, case management tools, outlook / Dynamics.) Able to research and resolve issues independently, owning escalations and client responses. Able to work effectively with other partner areas to identify and enhance client deliverables. Strong time management, setting priorities and manage deadlines, escalating issues.Proficiency in Excel, PowerPoint, JIRA, SharePoint and data mining. Working with Us: 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. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .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.
Consultant, Alternative Investments
Northern Trust, Chicago
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.ROLE Consultant - Job Level: P2, Officer EligibleResponsible for providing in-depth consulting on the Alternative Asset functions and execution of strategic business activities for the department. This role will carry out activities that are large in scope, cross-functional and technically difficult. Other duties may include working on specific regulatory requirements facing the department, new Product initiatives, and assisting with the design, review and implementation of corporate initiatives impacting the processing of Alternative Assets globally. Will be responsible for direct interaction or participation with different committees and/or management in Corporate, C&IS and Wealth Management settings. Keeps abreast of emerging industry trends.1. Supports activities and responsibilities that are large in scope, cross-functional and technically difficult2. Provide leadership in developing, implementing, and administering programs that support the strategic goals of the AAS department, including in-kind receipts and direct investments with relationship partners, brokers, investment managers and transfer agencies.3. Works closely with new business opportunities as an SME. Provides consultative oversight and expert advice to new clients on operational capabilities between alternative and market investment groups. Provides thought leadership on difficult requests and closely manages client expectations to ensure service levels are attainable. Coordinates the creation of presentation material and other service level documents to share with clients, prospects and partners4. Cultivates and maintains working relationships with client servicing, product, and various operations areas to meet and exceed client expectations5. Assists clients, partners, and staff with complex problem resolution. Consults on effective ways to meet client needs or appropriate method to be used for resolution of an error6. Develops periodic goals, set short-term priorities, monitor all activities, and ensure timely and accurate completion of the work. Responsible for direct interaction with different committees and/or management at all levels.7. Strategic in developing, implementing and administering programs within functional areas and across multiple teams, platforms and systems.8. Conducts preliminary market analysisKnowledge/Skills: In-depth knowledge of financial industry operations is required to successfully represent the department. Strong analytical and problem-solving skills is necessary to manage client inquiries and expectations. Excellent oral/written communication skills are required to effectively interact with clients and partners.Required Experience: A college or university degree in the field of business and experience in the financial industry operations environment and five or more years of equivalent work experience is required.Possible Career Journey Example: AAS Client Audit Sr. Analyst (B3), AAS Ops Technical Coordinator (B5), New Business Consultant (P2), Alt Investment Sr. Consultant (P3)#LI-HY #LI-CL1 Working with Us: 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. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .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.
Consultant, Global FX
Northern Trust, Chicago
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.The Global FX and Treasury Operations team are seeking a self-starting Global FX Operations Consultant to join our back-office team and support our FX trading activities. You'll be the bridge between traders and operations, ensuring smooth execution and efficiency. In this role, you'll be a key player in optimizing our FX operations and driving efficiency. Responsibilities:Enhance FX operations through process improvement projectsIdentify operational bottlenecks and implement solutionsAct as a subject matter expert on FX products, instruments, and settlementsCollaborate with others to resolve operational issues and ensure seamless trade executionAnalyze operational data to identify trends and proactively address potential issuesOther Responsibilities:Carrying out relatively complex, extensive, high-profile activities e.g. direct interaction with internal/external clients and more senior managementTechnically competent to act as first point of reference for day-to-day queries and serves as a liaison to related areasMay lead projects and/or train lower-level staffFocuses on maintenance and implementation of policies and procedures in the function, building towards becoming an area expertQualifications:Seasoned professional with 5+ years of experience in capital markets operationsStrong understanding of FX products, trade lifecycles, and settlement procedures is preferred Working knowledge of the Murex application (MX.3) is preferredExcellent analytical skills with a keen eye for identifying trendsProficiency in Excel; coding experience a plusAbility to manage multiple tasks independently and prioritize effectively Working with Us: 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. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .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.
Consultant, OTC & FX, Hedge Fund Services
Northern Trust, Chicago
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.OTC and FX Consultant, Northern Trust Hedge Fund Services Founded in Chicago in 1889, Northern Trust is one of the world's leading financial institutions. We specialize in providing asset servicing solutions and asset management to both institutional and personal clients. The delivery of products and services to this client base is supported through a network of offices around the globe. Northern Trust Hedge Fund Services offers world-class, scalable technology and dedicated expertise to serve Hedge Funds and large Institutional Investors with complex portfolios and product types. The business provides comprehensive middle office and administration services, including trade processing, asset servicing, valuation and profit and loss reporting, cash and collateral management, reconciliations, accounting and NAV calculations and investor servicing and reporting. Job Description:The OTC and FX Consultant is responsible for the verification, settlement, life cycle event processing and break resolution related to all client OTC and FX transactions. In addition, the OTC and FX Consultant is responsible for the affirmation/confirmation of all OTC and FX trade types on electronic platforms and/or on paper as well as the completion of requested amendments related to all client OTC and FX trade bookings.Major Duties:Affirmation/Confirmation of all OTC and FX trades on electronic platforms or on paper where requiredManage the settlement of swap cash flows associated with OTC and FX products, including unwinds, fees, resets, and premiumsAssist in proper operational reflection of OTC and FX tradesReview booking of corporate actions and dividends/coupons to ensure accurate position and p/l attributionEfficiently identify and resolve transaction discrepancies between client and swap counterparties. Liaison between trading desk, control groups and counterparties to resolve any economic discrepancies on trades in a timely and efficient mannerProcess all aspects of periodic resets for vanilla and exotic IRS, CDS, and Equity OTC productsEnsure timely receipt of OTC and FX confirmations from trading counterpartiesEnsure accuracy of transaction agreements and modificationsWork with IT in the development and enhancement of the trade management systemPrioritize time accordingly to action trade breaks by end of dayUnderstand and process trade activity in accordance with established operations policies and procedures; understand and minimize risk associated with trade mismatchesMust be able to interact with coworkers and clients in a fast-paced trading environment.Should be intellectually curious, intuitive, and trustworthy and have the highest ethical standardsEffectively address a number of internal and external audiences in a professional mannerAssist in the training of personal internationallyPerform other related duties as requiredKnowledge/Skills:Bachelor's degree strongly preferredTwo plus years of experience in FX or OTC structured and derivatives products operations including:Experience with the settlement of OTC structured and derivatives productsExperience reviewing documentation for OTC structured and derivatives productsProficiency with DS Match, MarkitWire/MarkitTradeManager, and eConfirm platforms preferredExcellent people skills; ability to dynamically act as knowledgeable point of reference to co-workers domestically and internationallyProficiency in Microsoft Word, Excel (ability to create macros)Excellent math and analytical skillsExcellent written and oral communication skillsStrong organization skills, meticulous attention to detail.Ability to handle multiple tasks under extremely time sensitive conditionsUnderstanding of the various transaction types within each asset class beyond 'vanilla' trades is preferred (e.g. for IRS, understanding of caps, floors, swaptions, etc. and for CDS, understanding of tranches, recovery swaps, ABS/X, etc.)Understanding of established guidelines and documents published by ISDA is helpfulOTC Regulatory knowledge across Dodd Frank, EMIR, ASIC, MASExperience:The successful candidate will be a mature self-starter who has demonstrated the ability to function independently in a fast-paced, dynamic and demanding environment. This person needs to be able to resolve conflict within a short period of time. This person will be intellectually curious, intuitive, trustworthy and have the highest ethical standards. In addition, he/she will be effective addressing a number of internal and external audiences in a professional manner. This person will add value by working on a number of simultaneous tasks with minimal supervision and exemplary follow-through.#LI-HY#LI-CL1 Working with Us: 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. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .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.
Consultant - Clearing House Risk Management
Informatic Technologies, Inc., Chicago
The Consultant role will be responsible for managing internal risk and regulatory documentation as it relates to risk policies, procedures, and methodologies. The Consultant's primary responsibilities will be leading the drafting and implementation of new risk management policies and procedures while maintaining and updating existing documents. The Consultant will work closely with the various Clearing House Risk teams and the Client Clearing policy and compliance teams to ensure all policies, procedures, methodologies, and models are compliant with Client's rules and any applicable regulations. The Consultant will also be expected to produce PowerPoint presentations and memos detailing updates and changes to policies and procedures.Responsibilities:Lead the development and maintenance of risk management policies, procedures, and methodologies in line with Client Clearing's established risk framework and regulatory requirements.Produce presentations in PowerPoint on risk initiatives, projects, monitoring, polices, procedures, methodologies, etc. Produce memos as needed to accompany PowerPoints.Develop thoughtful, well-organized, and on-point analysis of pertinent risk, regulatory, and compliance issues.Present analysis and other projects to senior management team at weekly, monthly, and quarterly meetings.Aid in the compliance of Client's regulatory requirements through engagements with regulators and providing assistance in regulatory and third-party requests.Work with other teams within clearing, product development, sales, treasury, and legal on analysis and Clients Clearing projects and broader risk initiatives.Compose and communicate key industry and market news and developments and their potential impact on Client.Demonstrate a strong understanding of Client's risk documents and frameworks and how they relate to each other and various other Clearing House departments.Skills:Strong knowledge of Microsoft suite.Strong analytical, quantitative, and organizational skills.Excellent written and verbal communication skills.Ability to shift fluidly between multiple projects as priorities change.Ability to work independently, accurately, and to meet deadlines.Must work well in a team environment.Familiar with exchange and/or financial institution compliance and risk policies.Familiar with Google suite.Self-motivated professional.Work Experience:5-7 years experience at an FCM, Bank, Exchange, or related entity in a risk function or similar.Education:Bachelor's degree in Finance, Economics, or other related field
Remote Financial Consultant
Nova Financial Partners, Chicago
This role is remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through our company!Work TypesWe offer 2 types of work-effort1. Full Time2. Part Time*You do not have to quit your current job if you start with either of these options.Most of our newly licensed professionals start off as Part-time prior to moving on to full time. We get to work with A Rated financial companies across the nation. The best part about this opportunity is the unlimited growth potential both professionally as well as financially.ExperienceNo financial experience is required before starting as you will learn everything hands on throughout our training program. However, if you have any of these skill sets or experience it will help you move quickly in the company.LeadershipPublic SpeakingCustomer ServiceSalesAccounting/SoftwareBusiness Skills DescriptionDevelop Financial Need Analysis (FNA) for ClientsPlace families, individuals, and business owners in a financial position of advantage for some of these following:1. Protect Assets/Funds2. Build and Leave a Legacy3. Index Strategies4. Debt Management Services5. Estate Planning with our legal team6. Different Types of Life Insurance7. Different Types of Annuities8. Final ExpenseWork Schedule1. Part Time - 6-10 hours a Week, varies by the individual.2. Leads - We teach warm & cold market client acquisition strategies. (We don't have you buy leads).3. It is remote & zoom is our platform.4. You are partnered with a "Field Trainer" who is an experienced professional and will help you throughout the beginning of training until you're ready to manage your book of business and effectively help people. This includes how to prospect clients and potential partners.5. 3 trainings per week offered as well as 1 on 1 trainingsMultiple Methods of CompensationIn Financial Services unlike traditional 9-5 jobs:Performance driven compensation with no ceiling (helping one client may be $3,000 in compensation and helping another may be $20,000 or more)Residual income (paid from work done last year, every year)Passive income (income from the agency)Bonus income, paid travel, and moreMandatory Qualifications- If you do not have a Life & Health License, you must be willing and able to study and pass for whichever state you're residing in. (Most newly licensed professionals could complete the studying in 5-14 days). We will help you throughout this process so you can be completely certified if you are not yet. Since we are a full fledged firm, you would be able to add additional licenses as well if you would like.Non-Negotiable- Must pass a background check (No Felonies or misdemeanors)- Must have a U.S Social Security Number- Must currently reside in the United States, Puerto Rico or Canada during the initial process. (Hiring-License)- Must be 18 years old (This is a Federal Requirement)If you'd like to learn more, please submit your resume and from there we will schedule a time for us to connect for a 10-15 minute informational phone interview. Thanks for considering our company for your next career move.