001 The Northern Trust Company · Tempe, AZ

Consultant, Investor Services, Integrated Portfolio Services, (IPS) — Tempe, AZ

Full-timeTempe, AZPosted 2026-07-16Apply on Workday
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Full job description

About Northern Trust

Consultant, Investor Services, Integrated Portfolio Services (IPS)

About the Role

Join Northern Trust's Integrated Portfolio Services (IPS) team and play a key role in delivering exceptional service to hedge fund and alternative investment clients. As a Consultant, Investor Services, you will support critical investor lifecycle activities, including subscriptions, redemptions, investor reporting, AML/KYC reviews, and client servicing. This is an excellent opportunity for a detail-oriented financial services professional who enjoys working in a fast-paced, client-focused environment and wants to develop deep expertise within alternative investments.

Major Duties:

  • Review and process investor subscription documentation, ensuring compliance with regulatory and fund requirements.
  • Manage investor transactions, including subscriptions, redemptions, transfers, and capital activity reporting.
  • Complete AML, KYC, and client verification reviews in accordance with internal policies and regulatory requirements.
  • Prepare and issue investor statements, trade confirmations, and other investor reporting.
  • Maintain investor records, share registers, and subscription bank account information.
  • Partner with fund managers, investors, and internal teams to resolve inquiries and operational issues.
  • Assist with investor audit requests and ongoing due diligence activities.
  • Serve as a subject matter expert within Investor Services and provide guidance to junior team members.
  • Identify opportunities for process improvements and contribute to enhancing the client experience.
  • Handle complex client and operational matters with significant business impact.

Knowledge:

  • Experience in Investor Services, Fund Administration, Transfer Agency, Client Services, AML/KYC, Operations, or a related financial services function.
  • Strong understanding of investor onboarding, subscriptions, redemptions, and investor servicing activities.
  • Excellent communication and relationship management skills.
  • Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment.
  • Proven analytical and problem-solving abilities.
  • Adaptable, collaborative, and committed to delivering exceptional client service.
  • Proficiency with financial services systems and Microsoft Office applications.

Experience

  • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
  • Relevant industry experience within hedge funds, asset servicing, alternative investments, private markets, or fund administration.
  • Professional qualifications (e.g., ACCA, CFA, or equivalent) are a plus.

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Work Authorization

Working with Us

Reasonable Accommodation

About Our Tempe Office

The Northern Trust Tempe office opened in 2015 with 75 employees and now serves over 75 different business functions with more than 700 employees. The team is recognized as a Global Capability Center that delivers exceptional value, quality, expertise and innovation through our diverse talent. Learn more.