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Posted 2 days ago
Associate Consultant, Omnium Services
Northern Trust
Requirements
Bachelor's degree in Finance, Accounting, or IT, Mandatory experience in Xceptor, 4-7 years experience in software development, data migration, or transfer agency, Proficiency in Advanced Microsoft Excel, Knowledge of AML, FATCA, and investor regulations, Strong knowledge of financial markets and instruments
Skills
Data MigrationExcel
About the role
Responsibilities
- Act as a subject matter expert providing in-depth consulting to the data migration and implementation team
- Maintain and enhance detailed migration plans to ensure high-quality data transitions
- Utilize the Xceptor tool to create new features, build reports, and manage customized investor templates
- Reconcile Xceptor Investor Services data with IRIS extracted data to ensure completeness and quality
- Analyze migration discrepancies, investigate root causes, and provide resolution suggestions
- Manage project artifacts, timelines, risks, and communications for multiple complex projects
- Develop training curriculum and conduct sessions to mentor and coach the migration team
Requirements
- Bachelor's degree in Finance, Accounting, or Information Technology
- Mandatory professional experience with the Xceptor tool
- 4-7 years of experience in software development, data migration, or transfer agency
- Proficiency in Advanced Microsoft Excel
- Strong knowledge of financial markets, instruments, and back-office functions
- Understanding of AML, FATCA, and investor-related regulations (e.g., management and incentive fees)
Preferred Qualifications
- Master's degree in a relevant field
- Experience within Hedge Funds, Investment Management, or broader Financial Services
- Experience with Transfer Agency, Investor Services, or Investor Accounting
About the Company
Northern Trust is a Fortune 500, globally recognized financial institution that has been in continuous operation since 1889. We specialize in providing asset servicing solutions and asset management to both institutional and personal clients, serving the world’s most sophisticated investors through leading technology and exceptional service.
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Northern Trust · Bangalore
