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Unit Trust Jobs (NOW HIRING)

Trust Operations Specialist 1 Business Unit: WM - FNTC Reports To: Wealth Operations Team Leader Position Overview: This position is primarily responsible for performing various operational functions ...

GTM Lead (Bay Area)

San Francisco, CA · On-site

$250K - $300K/yr

You'll build relationships with founders, executives, and investors across the SaaS vertical and fintech ecosystem while representing Unit as a trusted partner in the Bay Area market. This is a ...

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How much do unit trust jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for unit trust in the United States is $19.79, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $21.15 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a unit trust fund manager, and why are they important?

To thrive as a Unit Trust Fund Manager, you need a solid understanding of finance, investment strategies, portfolio management, and usually a degree in finance or economics, sometimes supported by CFA or equivalent certifications. Familiarity with financial analysis software, Bloomberg terminals, and portfolio management systems is typically required. Strong analytical thinking, effective communication, and decision-making skills set successful fund managers apart. These skills and qualifications are vital for making informed investment decisions, managing risk, and maximizing returns for clients.

What are unit trusts?

Unit Trusts are a type of collective investment scheme where investors' money is pooled together and managed by professional fund managers. The pooled funds are then used to invest in a diversified portfolio of assets, such as stocks, bonds, or properties. Each investor owns 'units' in the trust, which represent a share of the fund's overall assets. Unit Trusts offer diversification, professional management, and access to a broader range of investments than most individuals could achieve on their own. They are commonly used for medium to long-term investment goals.

What is the difference between Unit Trust vs Financial Advisor?

AspectUnit TrustFinancial Advisor
RoleInvestment vehicle pooling funds from investors to buy securitiesProfessional providing financial planning and investment advice
CredentialsFund management license, investment expertiseFinancial planning certifications, licenses
Work EnvironmentFund management companies, investment firmsFinancial advisory firms, banks, independent practice
Industry UsageInvestment products offered by financial institutionsAdvising clients on investments including unit trusts

While a Unit Trust is an investment product managed by fund managers, a Financial Advisor is a professional who recommends such products to clients. Both play vital roles in the investment industry, with the Unit Trust serving as the vehicle and the Financial Advisor as the guide for investors.

What are the typical challenges faced by professionals working in unit trust management, and how can they be addressed?

Professionals in Unit Trust management often face challenges such as staying updated with constantly changing market conditions, ensuring regulatory compliance, and effectively communicating investment strategies to clients. Managing diverse portfolios requires close attention to risk management and performance monitoring. Building strong relationships with clients and collaborating closely with research analysts, compliance officers, and sales teams are essential for success. Continuous professional development and leveraging analytical tools can help address these challenges and support career growth within the industry.
More about Unit Trust jobs
Infographic showing various Unit Trust job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 80% Full Time, 11% Part Time, and 7% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $41,170 per year, or $19.8 per hour.

Sr. Financial Analyst - Business Unit Financial Analysis (Asset Management)

Northern Trust

Chicago, IL • Hybrid

$83K - $141K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago


Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz


Job description

About Northern Trust


As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.


Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.


With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.


The Senior Analyst will be responsible for supporting NTAM Finance's BU financial reporting with a focus on the BU income statement, relevant carve-outs, and associated key metrics. This individual expected to be team player, responsible for collaborating with other NTAM Finance SMEs and engaging with other BU finance teams to lead cross-functional financial analysis projects, operating with a flexible approach and identifying opportunities for process improvements and enhanced controls, and distilling key insights and trends related to product and channel revenue trends and profitability in order to support executive decision making.

Responsibilities:

  • Develop strong relationships and closely coordinate with business unit on financial performance reporting.
  • Participate in the month-end accounting close and reporting processes, preparing analyses of results relative to prior year, prior month, and/or Plan, focusing on key business factors driving financial performance. Research variances to understand drivers of results and respond to ad-hoc requests from the business unit for analysis and reporting.
  • Participate in forecasting and planning cycles, including strategic and annual plan.
  • Manages projects, including planning, organizing, and directing activities towards project goal completion, including ongoing enhancements to management reporting and related system implementationsin order to provide key insights to the business unit.

Knowledge/Skills:

  • 7+ years of experience in FP&A, management reporting, strategic planning, or a related finance role.
  • Financial and accounting knowledge with business acumen. Industry knowledge is beneficial.
  • Competency in interpreting data and deriving meaningful insights & trends.
  • Results and detail oriented with ability to prioritize effectively and multi-task.
  • Strong analytical, critical thinking and problem-solving skills.
  • Strong oral and written communication skills.
  • Experience developing management/board presentations.
  • Self-motivated and intellectually curious with the ability to build relationships across diverse teams.
  • Proficiency with Office 365 applications, including Excel, PowerPoint, Teams and Co-pilot to efficiently perform analyses and communicate financial information to various stakeholders.
  • Knowledgeable in PeopleSoft, HFM, TM1/Cognos, or other similar systems used for financial accounting/reporting.
  • Experience with business intelligence analytical tools required to interpret data, perform analyses, and communicate financial information to various constituents.
  • Experience with Tableau and/or Power BI tools strongly preferred.

Working Model: Hybrid (#LI-Hybrid)

We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)

Salary Range:

$83,100 - 141,300 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.


Work Authorization


Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).


Working with Us


As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.


Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.


Reasonable Accommodation


Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.



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