About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role Summary
The Senior Financial Analyst, Investment & Productivity Reporting will join the Investment & Productivity Reporting & Analysis Team within Northern Trust's Finance organization.
This role is responsible for enterprise-wide IT capital reporting, forecasting, planning, and data management. The successful candidate will support the delivery of actual, forecasted, and planned IT capital reporting across the organization while partnering closely with Strategic Portfolio Management and key stakeholders to enhance reporting capabilities and drive data quality improvements. The position also plays an important role in process optimization, automation initiatives, and management reporting.
Major Duties
Deliver enterprise-wide IT capital reporting on a daily and monthly basis.
Maintain and enhance the IT capital data management framework to ensure data integrity and accuracy.
Support and manage connectivity between portfolio/project management platforms and reporting solutions.
Develop, enhance, and maintain Power BI dashboards and reporting tools to meet business and leadership requirements.
Analyze and explain fluctuations in IT capital forecasts resulting from project portfolio changes and business decisions.
Partner with Strategic Portfolio Management, business leaders, and functional stakeholders to provide data-driven insights and capital analysis.
Prepare recurring and ad hoc reporting for senior management and key stakeholders.
Identify opportunities to streamline processes and implement automation solutions to improve efficiency and reporting effectiveness.
Collaborate with team members on productivity reporting initiatives, reporting templates, and related support activities.
Participate in continuous improvement efforts to strengthen reporting processes, controls, and analytical capabilities.
Knowledge and Skills
Strong analytical and problem-solving capabilities with the ability to evaluate large and complex data sets.
High attention to detail and commitment to data accuracy and quality.
Advanced proficiency in Microsoft Excel, Power BI, and data management methodologies.
Strong communication skills with the ability to present complex information clearly to various stakeholder groups.
Self-motivated and capable of working independently while managing multiple priorities.
Demonstrated flexibility and adaptability in a fast-paced, evolving environment.
Ability to build effective partnerships and influence stakeholders across functions.
Experience
Bachelor's degree in Finance, Accounting, Business Analytics, Information Systems, or a related field.
Minimum of 7 years of experience in financial analysis, business intelligence, reporting, or data analytics.
Experience within the financial services industry preferred.
Experience developing and maintaining Power BI dashboards and reporting solutions.
Knowledge of project portfolio management and capital planning processes is preferred.
Working Hours:
Mon-Fri; 4PM - 1AM Manila
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.
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 [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
About Our Manila Office
The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility, resiliency, innovation, and excellence, they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1,200 - driving meaningful impact and sustainable growth. Learn more.
Skills Required
- Bachelor's degree in Finance, Accounting, Business Analytics, Information Systems, or related field
- Minimum of 7 years of experience in financial analysis, business intelligence, reporting, or data analytics
- Advanced proficiency in Microsoft Excel
- Advanced proficiency in Power BI
- Experience developing and maintaining Power BI dashboards and reporting solutions
- Experience with data management methodologies and ensuring data integrity
- Experience managing connectivity between portfolio/project management platforms and reporting solutions
- Strong analytical and problem-solving capabilities with ability to evaluate complex data sets
- High attention to detail and commitment to data accuracy and quality
- Strong communication skills and ability to present complex information to stakeholders
- Self-motivated and capable of working independently while managing multiple priorities
- Willingness/ability to work Mon-Fri 4PM - 1AM Manila hours
- Experience within the financial services industry
- Knowledge of project portfolio management and capital planning processes
- Experience with process optimization and automation initiatives
Northern Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.
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Retirement Support — A 401(k) with company match alongside an employer‑funded defined‑benefit pension is highlighted in employer‑verified materials and filings, setting the retirement package apart from many private employers.
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Leave & Time Off Breadth — PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
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Parental & Family Support — Company sources and postings reference paid parental and caregiver leave and recent enhancements to parental benefits, indicating meaningful family support within the package.
Northern Trust Insights
What We Do
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Why Work With Us
At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.
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