Product Specialist

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 Summary

The Product Specialist plays a critical role in supporting the Portfolio Advisory business by delivering high‑quality product, transaction, and client-related analysis. This role partners closely with investment sales, advisory, and client-facing teams to ensure accurate execution, timely communication, and strong operational support across complex client portfolios.

The position requires strong attention to detail, ownership mindset, and the ability to manage multiple deliverables across global stakeholders while maintaining high service standards.

Key Responsibilities

• Serve as a subject matter resource for Portfolio Advisory products, structures, and workflows.

• Prepare, review, and distribute recurring and ad hoc product-related competitive insights, and communicate to internal stakeholders.

• Support client-centric, consultative portfolio analysis activity including asset allocation and product fulfillment through to ideas around portfolio implementation

• Partner with sales and distribution, marketing, investments, product and operations teams to ensure timely and accurate execution of client deli

• Proactively identify data gaps, inconsistencies, or process risks and escalate appropriately.

• Maintain strong documentation standards to support audit, compliance, and governance requirements.

• Contribute to process improvements by identifying inefficiencies, standardizing outputs, and sharing best practices.

• Support ongoing business initiatives and strategic priorities aligned with Portfolio Advisory objectives.

Key Skills & Competencies

• Strong understanding of investment products and portfolio advisory concepts.

• Excellent analytical and problem-solving skills with high attention to detail.

• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

• Clear and professional written and verbal communication skills.

• Strong stakeholder management and cross-team collaboration capabilities.

• High level of accountability, ownership, and follow-through.

• Proficient in working with structured data, reporting tools, and documentation standards.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent experience).

• Prior experience in investment management, portfolio advisory, or financial services support roles preferred.

• Experience working with global teams and stakeholders is a strong advantage.

• Experience with investment analytical tools (Bloomberg, Morningstar, FactSet, Aladdin, etc.) preferred.

Impact

This role is essential to ensuring the smooth execution of Portfolio Advisory activities and maintaining high service quality for internal and external partners. The Product Specialist directly contributes to operational excellence, risk mitigation, and client satisfaction within the advisory business.

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.