Associate Specialist, Business Strategy – Strategic Portfolio Management

Northern Trust

Associate Specialist supporting Wealth Management's strategic portfolio management for financial and human resource investments at Northern Trust. Collaborating with senior leaders and optimizing business processes.

Posted 6/26/2026full-timeChicago • Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $83,100 - $141,300 per yearWebsite

About the role

Key responsibilities & impact

Create, improve, and/or manage multiple strategic processes including business case development, performance goal setting and management, and ROI/value realization framework
Coordinate and facilitate governance forums where initiative business cases are presented for investment consideration
Facilitate completion of business cases by requesting teams
Meet with WM leadership to gather, understand and maintain a future-focused initiative list
Coordinate and prepare quarterly WM capital presentation materials
Work with initiative owners to define overarching goals using the objectives & key results (OKRs) framework
Actively maintain OKRs and create summary reporting, as needed
Collaborate with the other Strategic Portfolio Management team members to maintain portfolio roadmap, track dependencies and key risks, maintain up-to-date financial data, and escalate potential issues
Create ad-hoc financial analysis, reports and presentations, including summary views, for various senior stakeholders

Requirements

What you’ll need

3 to 5 years of experience in consulting, finance, corporate strategy, business enablement or related field
Excellent Excel and PowerPoint skills
Excellent oral and written communication
Strong ability to create effective presentations with data
Strong administrative and organizational skills
Highly flexible and adaptable to change
Proactive and self-motivated
Ability to work both independently as well as collaboratively
Strong critical/strategic thinking, problem solving, and analytical skills
Aware of Agile project management and development methodologies, including MVP definition and product roadmap planning techniques
Financial Services knowledge

Benefits

Comp & perks

retirement benefits (401k and pension)
health and welfare benefits (medical, dental, vision, spending accounts and disability)
paid time off
parental and caregiver leave
life & accident insurance
other voluntary and well-being benefits
discretionary bonus program that may include an equity component

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

ExcelPowerPointfinancial analysisbusiness case developmentperformance goal settingROI/value realization frameworkOKRs frameworkAgile project managementMVP definitionproduct roadmap planning

Soft Skills

oral communicationwritten communicationpresentation skillsadministrative skillsorganizational skillsflexibilityadaptabilityproactivityself-motivationcritical thinking