Sr Consultant

Description:

Highly visible and dynamic position tasked with delivering efficient, accurate, and timely client and internal deliverables. Serves as primary client contact to an external client. Ensures excellent client satisfaction and service in accordance with Northern Trusts’ core principles. Liaise with internal stakeholders within the PCA department. Manages multiple projects with oversight and accountability for team progress and accomplishments. Candidate will be able to operate independently and may be requested to work on large and/or complex projects/initiatives as needed. Possesses the knowledge, leadership and organizational skills required to prioritize assignments and provide feedback to staff.

Primary Duties:

• Be technically competent regarding complex, extensive, high profile transactions surrounding all PE Fund activity e.g. capital calls, distributions, management fees’ investment purchases, divestments, carried interest calculations, etc. ensuring they are executed according to the LPA and standard accounting policies and procedures. This may require direct interaction with external senior investment management/principals and/or CFOs, Controllers, COOs, CCOs.
• Provide input, maintains and monitors departments risk management and compliance programs for assigned team. Monitors client relationship and servicing activities to ensure the team is adhering to the client’s service level agreement.
• Establishes & cultivates working relationship with clients and partners. Act as key a communicator between the client and client service teams for the deliverables and servicing activities. Understands client needs and reviews service requests to ensure the request has adequate information for a successful implementation.
• Ensures that all necessary client documentation is completed according to audit guidelines.
• Monitors turnaround times so that product/services are provided by due date.
• Monitors and verifies account set up, maintenance and services for accuracy and completeness.
• Reviews all bespoke, non-standard procedures for account processing.
• Provide management updates on transactions, including statistics on volume, productivity, new developments, service and sensitive issues on a regular basis.
• Completes department and individual Key Performance Indicators per established procedures.
• Provide input and assist in implementing new technology and efficiency initiatives.
• #LI-GG1
• #LI-Hybrid

This position is technical and service relationship oriented. Knowledge of private equity fund industry, products and services for specified area, usually obtained through training and/or related work experience is critical and required to service clients. Communication and negotiation skills are required to ensure client satisfaction. Analytical skills are required in reviewing, researching and resolving issues surrounding accounting and financial aspects across transactional and summary levels. Leadership and organizational skills are needed to prioritize assignments and provide feedback to staff.