Investment Associate

About Northern Trust:

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

Northern Trust is proud to provide innovative financial services and guidance to the worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

This is an officebased position and for the effective performance of this role the duties and responsibilities must be carried out onsite.

As an Investment Associate (formerly referred to as an Account Manager) in Northern Trust Wealth Managements Investment Practice you will work with Portfolio Advisors (PAs) on a Winnetkabased Advisory team serving high networth Wealth Management clients. You will perform a broad range of administrative and portfolio management support functions aimed at delivering highquality proactive client service and investment for numerous client relationships. The support functions include preparing and coordinating portfolio review and presentation materials used in client meetings responding to service requests in a timely manner and communicating outcomes effectively to internal team members and clients researching and resolving operational issues tracking securities trade activity from to settlement and updating mandatory account and compliance documentation. This role is critical to our clients service experience and the right candidate understands the importance of accuracy and timeliness in daily workflows.

The Investment Associate takes on the following responsibilities:

• Assists in the preparation of portfolio review and market outlook presentation material for client meetings and client communication. Responsible for timely and accurate completion of material often under tight deadlines.

• Resolves account specific and operational action items and/or discrepancies including followup on corporate actions items pertaining to accounts securities holdings.

• Monitors and takes ownership of all compliance related duties and followup procedures. Consults with PAs on action items and communicates with clients to address documentation requirements including investment objective confirmation forms and investment responsibility letters.

• Monitors Portfolio Advisors (PA) books of business in their absence and takes followup steps as appropriate. Assists in special projects as requested.

• Develops fluency in Northern Trusts Goals Driven Wealth Management (GDWM) financial planning and portfolio modeling software. Assists in clientspecific data gathering and scenario planning in GDWM. May also participate in GDWM presentations to clients.

• Develops a thorough understanding of Northern Trusts investment philosophy investment platform asset allocation strategy and investment fulfillment vehicles. Develops an ability to communicate effectively about market trends and developments.

• May participate in client meetings with the PA and other members of the client service team including trust advisors private bankers and/or wealth planners. Develops a clear understanding of client specific needs preferences and expectations. Responds to followup service requests.

The successful candidate will benefit from having:

• A foundational understanding of financial markets and passion for investments and investing. Knowledge of investment products services and terminology usually obtained through on the job training or prior experience are a plus.

• Strong oral and written presentation skills

• Strong analytical organizational and problemsolving skills

• Proficiency in MS Office suite of products with advanced fluency in Excel

• Highly preferred: undergraduate degree in business finance economics or equivalent relevant work experience

Career Path

The Investment Associate is expected to grow into the role of Associate Portfolio Advisor and subsequently Portfolio Advisor over time.

Salary Range:

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 wellbeing benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us andapply 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 .

We hope youre 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.