Northern Trust · 8 hours ago
Quantitative Equity Portfolio Manager
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$137K/yr - $234K/yr
3+ years expNorthern Trust is a globally recognized financial institution that has been in operation since 1889. The role of Quantitative Equity Portfolio Manager involves managing equity portfolios for institutional and high net worth clients, participating in business development, and contributing to research efforts for product expansion.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Uses portfolio optimization tools to create and rebalance portfolios based on index and model changes as well as in response to tax management opportunities. Communicates trade objectives to dedicated trading desk for execution
Collaborates with team members to create rebalancing strategies
Develops client transition analysis and asset shopping requests
Reports on pre- and after-tax performance of portfolios under management and investigates significant deviations
Ensures that portfolios are maintained within firm guidelines and applicable government or industry regulations
Responds to client and internal partner inquiries related to current and potential new client portfolios
Engage in client servicing and sales/marketing activities, including prospect meetings and industry conferences
Researches and reports on new products and services within the industry
Stays abreast of new developments concerning regulatory issues that may affect the portfolios under management. Assists with special projects to improve technology, processes and efficiencies
Qualification
Required
Knowledge of modern portfolio management theory and applications, as well as statistics and quantitative methods in finance acquired through formal education
Knowledge of tax implications of investment decisions
Knowledge of securities markets acquired through work experience and formal education
Analytic, organizational and communication skills are required to successfully manage a diverse load of client portfolios
Team orientation and ability to engage with external groups (e.g. sales, client servicing, technology, trading desk, performance analysts, and back-office)
Three to six years of experience in an investment management environment
Advanced degree in finance, statistics, engineering, or hard science required
Preferred
CFA preferred
Benefits
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
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
2026-01-23
2026-01-22
Company data provided by crunchbase