Sr Consult, CS Invest Ops

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Senior Consultant – Client Servicing

Role Summary

The Senior Consultant on the Investment Operations Outsourcing (IOO) SME/BA team is a strategic business analyst and subject matter expert responsible for leading the transformation of client reporting platforms, with a strong emphasis on CORIC-to-Kurtosys migration. This role combines deep domain knowledge of IOO processes with hands-on experience in business analysis, data architecture, and stakeholder engagement. The consultant will also play a key role in training team members, identifying data gaps, and representing Northern Trust in vendor discussions.

Key Responsibilities

Business Analysis & Documentation

• Lead the creation of Business Requirements Documents (BRDs) and functional specifications for reporting and data transformation initiatives.
• Conduct detailed gap analysis, data mapping, and workflow assessments to support platform migrations and enhancements.
• Translate complex business needs into actionable technical requirements for development and configuration teams.

CORIC & Kurtosys Expertise

• Serve as the primary SME for CORIC, with deep understanding of layouts, data blocks, and reporting logic.
• Drive the migration from CORIC to Kurtosys, including:
  • Designing and configuring workflows
  • Supporting data visualization and reporting logic
  • Ensuring data integrity and alignment across platforms
• Provide ongoing support for monthly and quarterly reporting cycles on both platforms.

Training & Knowledge Sharing

• Develop and deliver training sessions for team members on:
  • CORIC reporting structures and logic
  • Business analysis best practices
  • Kurtosys configuration and reporting workflows
• Create reusable documentation, templates, and knowledge assets to build team capability.

Data Gap Identification & Remediation

• Proactively identify missing or insufficient data points required for successful Kurtosys migration.
• Collaborate with internal Northern Trust data teams to ensure required data fields are available in Snowflake or other relevant databases.
• Draft and validate requirements for new data views or tables to support reporting needs.

Stakeholder & Vendor Engagement

• Represent Northern Trust in vendor calls, articulating business requirements clearly and driving issues to closure independently.
• Collaborate with internal partners (e.g., NA BAs, data teams) to align on requirements, timelines, and deliverables.

Participate in client onboarding and new instance testing, ensuring readiness and quality

Qualifications

Required Skills

• 8+ years of experience in investment operations, middle office, or asset management.
• Proven experience as a Business Analyst in reporting or data transformation projects.
• Hands-on expertise in CORIC (Equisoft) and Kurtosys platforms.
• Strong understanding of IBOR reporting, workflow controls, and data governance.
• Excellent communication, documentation, and stakeholder management skills.
• Ability to work independently and lead cross-functional initiatives.

Education

• Bachelor’s degree in Finance, Business, Technology, or related field (or equivalent experience)

Eligibility for Internal partners

• •3 years as a Team Leader to move as a Section Manager currently at an Officer level.
• •24 months as a Consultant to move as a Senior Consultant. Movement within Senior Consultant and Section Manager is applicable if they have prior 36 months of people management experience.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Our Bangalore Office

The Northern Trust Bangalore office, established in 2005, is home to over 5,600 employees.  In this stunning office, space, we offer fantastic amenities which include our Arrival Hub – Jungle, the GameZone, and the Employee Experience Zone that appeal to both clients and employees. Learn more.