Associate Portfolio Advisor

About The Role

We are seeking a highly motivated investment professional to join our Family Office Solutions team as an Associate Portfolio Advisor. This role offers a unique opportunity to work directly with ultra-high-net-worth (UHNW) individuals and families, supporting the management of complex, multi-asset class portfolios. As part of a collaborative team overseeing approximately $3 billion in client assets, you will play a key role in portfolio management, implementation, and client service.

This position is designed for an early- to mid-career professional seeking meaningful responsibility, accelerated development, and the opportunity to contribute directly to sophisticated client portfolios. This role is well-suited for candidates with a strong investment foundation who are ready to take the next step toward deeper portfolio ownership and client-facing responsibility in a high-performing team environment.

Key Responsibilities

• Portfolio Management & Execution - Support ongoing management including asset allocation implementation, rebalancing, and trade execution.
• Monitor portfolios for alignment with client objectives and risk parameters.
• Aid in the implementation of traditional and alternative investments.
• Prepare client-ready reporting, performance analysis, and asset allocation reviews.
• Support investment recommendations and translate data into insights.
• Engage with clients through participation in meetings and providing portfolio insights.
• Take on primary responsibility for select client relationships.
• Collaborate across investment, advisory, and planning teams.
• Adhere to investment guidelines and support risk management processes.

Qualifications

• 2–5+ years of relevant investment experience.
• Strong understanding of portfolio construction and financial markets.
• Strong analytical and communication skills.
• Team-oriented with attention to detail.
• Progress toward CFA/CFP preferred.

Why This Opportunity

Hands-on portfolio management across UHNW relationships
Exposure to alternatives and complex portfolios
Work within a ~$3B investment platform
Increasing responsibility including client ownership
Collaborative, high-performing team
Competitive compensation aligned with experience and impact

Working With Us

We are 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.