Sr Investment Associate

About the role

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution founded in 1889. Northern Trust is dedicated to providing innovative financial services and guidance to the world's most successful individuals, families, and institutions, emphasizing service, expertise, and integrity.

Key Responsibilities

• Prepare, proof, and coordinate presentation materials for existing and prospective clients.
• Support client meetings by coordinating required technology and ensuring materials are accurate and complete.
• Monitor and take ownership of compliance-related tasks and follow-up procedures, including consulting with PAs on deficiencies and communicating with clients to resolve exceptions.
• Track investment and trade activity from execution through settlement; research and resolve account or operational discrepancies.
• Analyze investment themes, performance results, and related data to support client communications and internal discussions.
• Monitor current and outstanding capital structure offers and ensure all related deadlines are met.
• Communicate relevant research, recommendations, and offer information to PAs in a timely manner.
• Provide coverage for Portfolio Managers' desks as needed, including distributing research and portfolio construction information.
• Adhere to Portfolio Advisor guidelines and proactively identify opportunities to mitigate risk and prevent errors.

Qualifications

• Excellent written and verbal communication skills.
• Strong analytical and organizational skills with the ability to manage multiple deadlines.
• Broad understanding of financial markets and investment concepts, developed through prior experience or on-the-job training.
• Proficiency in Microsoft Excel (advanced functions preferred) and PowerPoint; working knowledge of FactSet and Bloomberg is highly preferred.
• 2–3 years of experience in investment operations, client service, or personal trust servicing.
• Bilingual Spanish (preferred).
• Bachelor’s degree in business, finance, economics, or a related field, or equivalent relevant work experience.
• Strong interest in the investment industry; candidates pursuing the CFA are preferred.

Work Environment

This is an office-based position. Duties and responsibilities must be performed onsite to support effective collaboration and client service.

Reasonable Accommodation

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