Sr. Investment Associate

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 Investment Associate

The Senior Investment Associate partners closely with Portfolio Advisors (PAs) and client service teams to deliver proactive highquality service to highnetworth clients. This role supports the daytoday workflow of PAs by preparing clientfacing materials coordinating meeting logistics and technology and providing analytical and operational support related to investment activity.

The Sr Investment Associate plays a critical role in maintaining client confidence by ensuring accuracy timeliness and attention to detail across all deliverables. The ideal candidate understands the importance of precision in investment operations and is motivated by contributing to strong client outcomes.

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 compliancerelated tasks and followup 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

Required Skills and Experience

• 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 onthejob training.
• Proficiency in Microsoft Excel (advanced functions preferred) and PowerPoint.
• 23 years of experience in investment operations client service or personal trust servicing.

Education and Credentials

• Bachelors 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.

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 and apply 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.