Northern Trust US | Specialist - Strategic Finance & Analysis (Wealth Management)

Key responsibilities

• Wealth Management Finance is seeking a highly analytical and motivated professional to join the team as Specialist, Financial Analysis.
• This position provides an excellent opportunity to gain broad exposure to executive leadership, strategic planning, corporate development, and enterprise decision-making.
• The ideal candidate is intellectually curious, highly analytical, and energized by solving complex business problems.
• 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)
• Lead financial analysis and business case development for strategic initiatives, growth opportunities, partnerships, and other business investments.
• Support potential acquisition activity through valuation analysis, financial modeling, due diligence, and executive decision support.
• Partner with business leaders to develop and evaluate strategic initiatives and long-term growth opportunities.
• Support Wealth Management strategic planning process, including initiative-level modeling and low-range financial projections.
• Analyze large and complex data sets to identify trends, opportunities, risks, and actionable insights.
• Develop and enhance scorecards, dashboards, performance metrics, and analytical frameworks that improve decision-making.
• Prepare executive-ready presentations and recommendations for senior leadership.
• Act as a trusted thought partner on high-priority and often ambiguous business challenges.
• Builds strong partnerships across functions and levels of organization.
• Working Model: Hybrid (#LI-Hybrid)

Qualifications

• 10+ years of experience in finance, strategy, corporate development, consulting, analytics, FP&A, or related fields.
• Strong financial modeling and analytical capabilities.
• Experience developing business cases and evaluating strategic opportunities.
• Demonstrated ability to work with large and complex datasets and translate analysis into actionable recommendations.
• Advanced Excel skills and familiarity with analytical tools such as Power BI, Tableau, SQL, or similar platforms.
• Strong communication, presentation, and influencing skills.
• Ability to lead initiatives and drive outcomes through collaboration and influence rather than direct authority.
• Ability to independently manage multiple priorities and deliver high-quality work in a dynamic environment.

Northern Trust US

Northern Trust US is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in Chicago, Tempe, New York and Miami.

• Industry: BFSI / Investments / Insurance