Equity Portfolio Manager

Northern Trust · Chicago, IL · 1 mo ago

Finance$137k–$234k/yrFull-time

We need to output HTML fragment with sections: About the role? Actually the posting includes "About Northern Trust" which is company description, not necessarily a section heading. The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading. We need to include sections only when posting has real, specific content. We have content: Primary Responsibilities (list), Qualifications (Required and Preferred), Salary Range (Pay), Benefits (mentioned), maybe Schedule not mentioned, so omit. Also maybe "About Northern Trust" could be considered "About the role"? But it's about company, not role. Could we include an "About the role" section? The posting does not have a distinct "About the role" heading; it starts with "About Northern Trust". The instruction says use headings like About the role, Responsibilities, etc. But we should only include a section when posting has real, specific content for it. Does the posting have content for "About the role"? It has description of Northern Trust, which is about the company, not role. Might be considered "About the role" content? Probably not; better to omit that heading. Instead we could include a brief paragraph about the company under maybe no heading? But we need to preserve all substantive information. We could put that company description in a
without a heading, as it's not a section heading. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." It doesn't forbid having a paragraph without heading. So we can output:
About Northern Trust ...
Then

Responsibilities

with

... each bullet. Then
Qualifications
with maybe split Required and Preferred? Could be two subheadings? But only allowed headings are those listed; we could still use
for Qualifications and inside have paragraphs for Required and Preferred. Or we could make two sections: Requirements and Qualifications? The list includes both Required and Preferred under Qualifications. The instruction says use headings like Requirements, Qualifications, Skills. We have both Required and Preferred qualifications. Could combine into Qualifications section. We'll put Required and Preferred as paragraphs. Then
Pay
with salary range. Then
Benefits
with description. We should not include Schedule. We need to preserve all substantive information: also mention Work Authorization, Working with Us, Philanthropy, Reasonable Accommodation. Those are substantive but not fitting into given headings. Where to put? Could be under a generic section? Not allowed headings besides those. Could we add a
Working with Us
? Not in list but maybe allowed as it's substantive. The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The "e.g." suggests those are examples, not exclusive. But they say "Prefer a few substantive sections over many thin ones." So we could add sections for Working with Us, Work Authorization, Reasonable Accommodation. However they'd be thin? Might be okay. But we need to preserve all info. Let's include sections: Working with Us, Work Authorization, Reasonable Accommodation. But we must not invent headings like "About the role" if no content. We have content about Northern Trust; maybe we can put that under "About the role"? It's about company, but could be considered role context. Safer to put it as a
without heading. Let's decide: We'll output:
About Northern Trust ...

Responsibilities
Qualifications

Required: ...

Preferred: ...

Pay

$137,400 - 233,600 USD

Benefits

Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

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 MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
We need to ensure we didn't repeat job title. No mention. Check for boilerplate: we removed cookie/navigation/legal/EEO etc. The posting didn't have explicit EEO but we didn't include. We preserved all substantive info: company description, responsibilities list, qualifications required and preferred, salary range, benefits, working with us, work authorization, reasonable accommodation. We used
for each section heading. We used
- for responsibilities list. We used
  for prose. Check responsibilities list: need to extract each bullet from the posting. Primary Responsibilities bullet list: - Portfolio Management & Implementation - Manage a range of equity index portfolios, collective investment funds, ETFs, and separately managed accounts. - Maintain portfolios within client guidelines, prospectus requirements, regulatory constraints, and internal risk parameters. - Oversee daily portfolio implementation activities, including cash equitization, corporate actions, rebalances, benchmark changes, account transitions, and large cash flows. - Drive improvements in tracking error, portfolio efficiency, implementation costs, and benchmark alignment. - Monitor portfolio exposures, risk characteristics, and performance attribution to identify opportunities for enhancement. - Index & Market Event Management - Lead portfolio implementation for index reconstitutions, corporate actions, mergers, spin-offs, IPOs, deletions, rights offerings, and other benchmark events. - Evaluate implementation alternatives and trading strategies to minimize market impact and transaction costs. - Partner with traders and research teams to determine optimal execution approaches for complex events. - Technology & Process Innovation - Utilize portfolio management and trading platforms, including Aladdin and related analytics tools, to support portfolio construction and oversight. - Identify opportunities to improve scalability, automation, operational controls, and investment processes. - Participate in strategic technology initiatives designed to enhance portfolio management capabilities and operational efficiency. - Leverage data, analytics, and automation tools to improve investment outcomes and risk monitoring. - Risk Management & Oversight - Monitor portfolio risk exposures, benchmark alignment, liquidity, and operational risks. - Ensure compliance with client mandates, investment guidelines, tax requirements, and regulatory obligations. - Investigate performance differences, implementation shortfalls, and process exceptions and develop corrective actions when needed. - Contribute to governance, control, and operational risk frameworks supporting the index business. - Client & Business Development Support - Partner with relationship managers, consultants, and sales teams to support client meetings, due diligence reviews, and prospective opportunities. - Articulate Northern Trust's index investment philosophy, portfolio construction approach, implementation capabilities, and performance results. - Contribute to product development initiatives and the design of new index and ETF solutions. - Support Requests for Proposal (RFPs), investment reviews, and client reporting discussions. We need to put each as
- . Could keep sub-bullets as separate
- items; it's okay. We'll flatten: each bullet line as
- . We'll keep the heading bold? Not needed. We'll produce
  - Manage a range of equity index portfolios, collective investment funds, ETFs, and separately managed accounts.

Equity Portfolio Manager

Responsibilities

Qualifications

Pay

Benefits

Working with Us

Responsibilities

Qualifications

Pay

Benefits

Working with Us

Work Authorization

Reasonable Accommodation

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