Associate Portfolio Advisor

About the role

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management and banking services. We guide the world’s most successful individuals, families, corporations and institutions, and have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.

Responsibilities

• Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios.
• Assists in development and recommendations of designed to achieve investment objectives for specific individual clients.
• Works with Investment Advisors to understand the overall investment strategy and may provide input for revisions as goals and objectives change.
• Developing an influential presence with the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
• Provides high level support to the Investment Advisory team and demonstrates mastery level skill utilizing all tools needed.
• Provides guidance and mentoring to Investment Associates and is accountable for personal adherence to best practices.

Requirements

• Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces.
• Analytical and interpretive skills are needed to understand client needs in the context of investment strategies.
• In-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines.

Qualifications

• Minimum 2 to 4 years of investment experience working in investment services industry.
• Acts as a resource for colleagues with less experience and may lead small projects with manageable risks and resource requirements.

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.

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.

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.