Senior Portfolio Advisor II, Foundations and Institutional Advisors OCIO
Senior Portfolio Advisor II, Foundations and Institutional Advisors OCIO
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$ 164600 - 288000
1 Vacancy
Job Description
About Northern Trust:
Northern Trust a Fortune 500 company is a globally recognized award-winning 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.
SENIOR PORTFOLIO ADVISOR II - FOUNDATIONS & INSTITUTIONAL ADVISORS (FIA)
OH: R144597
Northern Trusts Foundations and Institutional Advisors (FIA) group seeks a seasoned Senior Portfolio Manager to lead discretionary OCIO relationships with institutional clients including foundations endowments healthcare organizations and associations. The role involves managing multi-disciplinary client relationship teams overseeing investment programs and engaging internal subject matter experts to deliver tailored investment solutions. Typical client portfolios range from $10 million to $500 million.
The FIA client base includes nonprofit organizations public and private philanthropic entities healthcare systems community foundations and select private enterprises.
Primary Responsibilities:
Strategic Investment Guidance: Partner with client investment committees to develop and implement long-term investment strategies and customized asset allocations. Provide ongoing portfolio monitoring and optimization.
Client Leadership: Lead discussions with investment committees boards and CFOs. Deliver insightful performance reviews benchmarking analyses and investment outlooks aligned with Northern Trusts research.
Client Service & Execution: Oversee delivery of investment services by coordinating internal resources. Ensure high-quality execution timely issue resolution and transparent communication of client concerns and priorities.
Relationship Management: Build and sustain strong trusted relationships with clients. Proactively identify opportunities to add value and exceed expectations through thoughtful solutions and insights.
Collaboration with Internal Teams: Work cross-functionally with internal research trading and strategy teams (equity fixed income multi-asset) to develop and implement custom investment solutions tailored to client objectives.
Practice Development: Support new business efforts by contributing to RFP responses finals presentations and broader business development initiatives.
Ideal Candidate Profile:
Experience: Minimum 10 years of investment management experience with direct client advisory responsibilities.
Education & Credentials: CFA or CIMA strongly preferred; MBA or relevant graduate degree is a plus.
Technical Skills: Deep knowledge of institutional investment theory portfolio construction and current market strategies. Familiarity with asset allocation modeling and manager due diligence is essential.
Client Focus: Demonstrated ability to provide high-touch consultative service to nonprofit endowment or pension clients. Experience in the institutional or OCIO marketplace is strongly preferred.
Business Development: Proven track record of supporting or leading new business efforts and growth initiatives.
Salary Range:
$164600 - 288000 USDSalary 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.
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.
Required Experience:
Chief
Employment Type
Full-Time
