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.

Major Duties : that portfolio materials are prepared for account review meetings with clients. Retrieves reports desired by portfolio managers or requested by clients off the EDS PIMS IMS and PAS systems. -up files with account documentation for existing or new clients (i.e. involving automatic payment pledging securities address changes statement addresses investment guidelines fees etc.). reports for portfolio managers or clients as requested. with clients and portfolio managers on client requests. (Ensures that portfolio managers follow-up with client requests). with partners primarily administratively on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio. with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues. to client inquiries for account information or to initiate transactions requested by the client (i.e. re-register gift stock remit proceeds sell gifts etc.). Processes physical stock/bond certificates and completes DTC transfers. -up with client on inquiries via the telephone or written correspondence. client cash transfer requests. Determines if funds are available in the investment account. Contacts Investment Advisor if cash needs to be raised. fund trades via CIT or all-in-one bank applications by established deadlines. and analyzes fee worksheets to ensure that fees are calculated to National Investment Guidelines feedback from the REV peer review process and observes sound risk management to proactively make recommendations to support the Investment to have a role in client mastery knowledge of the GDWM tool and can run it in client problems in straightforward possible solutions using technical experience and judgment and quality of own work and the work of others on the within guidelines and policiesKnowledge :Knowledge of investment products services and terminology usually obtained through on the job training are needed to prepare material for client meetings. Strong analytical organizational and communication skills are needed to meet meeting deadlines and solve client or administrative problems. Coursework completion towards obtaining a CFA or CFP expanded conceptual knowledge in own job key business drivers; uses this understanding to accomplish own complex information to others in straightforward :1-3 years of experience within the financial services informal guidance to new team members

Salary Range:

$85330 - 145130 USD

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 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.