Senior Investment Research and Analytics Analyst

Senior Analyst, Investment Research and Analytics

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.

NTAM – Multi Manager Solutions
Multiple Investment Managers, Singular Focus. At MMS, We believe in a disciplined process – rooted in rigorous quantitative analysis and combined with thorough qualitative research – drives competitive performance. Proactive risk management is at the core of our principles and processes. Our integrated due diligence process extends beyond investment research to include an extensive and continuous review of each manager’s operational and compliance practices and procedures as well as the firm’s diversity and inclusion philosophy.
Senior Analyst, Investment Research & Analytics
The successful candidate will be responsible for assisting with the review and analysis of investment data on external investment managers to formulate recommendations for program managers and clients. They will assist in the selection, evaluation/ monitoring, and replacement of external investment managers. The role is expected to independently own end‑to‑end delivery of assigned analytics and reporting outputs, with accountability for data quality, controls, and stakeholder readiness.

Major Duties
•Prepare and deliver investment analytics including performance, risk, attribution, portfolio evaluation, and portfolio construction analyses to support Portfolio Managers and investment decision‑making.
•Review and analyze investment and external manager data to support selection, monitoring, and replacement recommendations.
•Identify, analyze, and resolve data issues, ensuring accurate corrections across relevant systems and downstream reports.
•Ensure the quality, accuracy, and consistency of all analytics and reporting outputs through disciplined controls and validation checks.
•Support and enhance standardized processes, data frameworks, and reporting workflows across MMS.
•Contribute to management metrics, reporting packs, and investment committee materials.
•Support ad‑hoc analytical requests and team projects within defined timelines.
•Identify and drive process, tool, and analytics enhancements, including use of Python, Power BI, or similar technologies.
•Act as a subject‑matter resource for junior team members through guidance, mentoring, and knowledge sharing (no formal people management).
•Interact with senior stakeholders and investment committees in a supporting and analytical capacity, as required, adhering to all legal, compliance, and governance standards.

Knowledge/Skills
Candidate Profile – Must Have

Internal - 24 months as Analyst(P1)

12 months as Senior Analyst/Associate/Consultant(P2)
•2–4 years of relevant experience in Asset Management industry.
•Strong numerical and analytical skills with ability to interpret and validate quantitative data.
•Excellent attention to detail and commitment to deadlines.
•Advanced proficiency in Excel (formulas, functions; VBA/macros a plus).
•Ability to independently investigate discrepancies and think through data issues logically.
•Strong communication and collaboration skills; ability to work with global stakeholders.
•Exposure to Python, SQL, Power BI (or similar analytics/automation tools).
•Knowledge of investment analytics, portfolio reporting, risk or performance concepts.

Good to Have / Added Advantage
•Certifications such as CFA / FRM / CIPM (or progress toward them).
•Exposure to analytical tools like Factset, Morningstar, eVestment
•Prior experiences in Multi Manager / Multi Asset domain.

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. #MadeForGreater

Reasonable 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 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.

About Our Bangalore Office

The Northern Trust Bangalore office, established in 2005, is home to over 5,600 employees.  In this stunning office, space, we offer fantastic amenities which include our Arrival Hub – Jungle, the GameZone, and the Employee Experience Zone that appeal to both clients and employees. Learn more.

Experience Level

Senior Level