Job Description
Consultant for New Business/onboarding in the Alternatives team: Assist in onboarding new Private Equity and Real Estate funds, setup fund accounting platforms, and support sales team on new prospects.
About Northern Trust: A globally recognized financial institution with over 130 years of experience, providing innovative financial services to the world's most successful individuals, families, and institutions.
Job Description
As a Consultant for New Business/onboarding in the Alternatives team, you will be responsible for:
- Assisting in the successful onboarding of new Private Equity and Real Estate funds and transitions
- Setting up and overlaying fund accounting platforms, Yardi and Investran, for new fund setups
- Collecting pertinent client information for accurate account set-up, onboarding, and reporting requirements
- Liaising with BPA to ensure templates are fit for purpose for Private Equity Fund structures and allocation rules
- Collating quarterly reporting of fund data to the Finance team and other internal teams
- Supporting the Sales team on new prospects and assisting in the analysis of new business opportunities
- Participating in the sales process, identifying prospect and client needs, and assisting in crafting delivery plans
- Participating in due diligence calls and contributing to the RFP process of prospects
Requirements
The successful candidate will benefit from having:
- A recognized Professional Accounting Qualification
- Working knowledge of Fund administration as it relates to Fund Accounting, Financial Reporting, and Transfer Agency
- Knowledge of or willingness to quickly gain knowledge of Private Equity Fund Administration and Real Estate Fund Administration
- Demonstrates commitment to producing high-quality work and to timeframes required
- Strong knowledge of Excel and Word
About Working with Us
As a Northern Trust partner, 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.
We value an inclusive workplace and understand flexibility means different things to different people.