Senior Investment Associate, Foundation Institutional Advisor (FIA)
Job Location:
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
About Northern Trust
As a global leader in innovative wealth management asset servicing asset management and banking services Northern Trust (Nasdaq: NTRS) is proud to guide the worlds most successful individuals families corporations and institutions.
Since 1889 we have aligned our efforts with our three guiding Principles That Endure: Service Expertise and Integrity. Together they reflect the three cornerstones of business conduct which we strive to instill in our employees whom we call partners and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.
Responsible for all administrative aspects of a portfolio. This includes file set up on client accounts ordering reports prepares all material for client review meetings. Works independently to support the investment management clients and Senior Investment Advisors. Formulates recommendations proactively to support the Senior Investment Advisors.
Primary Responsibilities:
- Create client presentations that are comprehensive review performance highlight the teams outlook and can include special subject discussions.
- Assist with the development of custom investment portfolios that meet client objectives portfolio trading/rebalancing and participate in client communication and meetings.
- Assess portfolio performance relative to benchmarks.
- Evaluate and recommend investment manager changes.
- Conduct asset allocation analysis for clients.
- Support new business efforts and occasionally participate in presentations.
- Assist with compliance reviews.
The successful candidate will benefit from having:
- Completion of a four-year college degree program is required or equivalent work experience. Any major is acceptable; however business economics accounting and finance are preferred.
- Candidates with prior experience in financial services as an investment associate are preferred.
- Enrolled in or willingness to enroll in and complete the CFA or CIMA program is desirable.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B L-1 TN O-1 E-3 H-1B1 F-1 J-1 OPT CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner you will be part of a flexible and collaborative work culture which has a strong history of financial strength and stability. Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trusts history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at or alternatively you can discuss your individual requirements with the recruiter you are working with.
Required Experience:
Senior IC
About Company
Discover Northern Trust’s trusted financial services for individuals, families, and institutions. Guided by service, expertise, and integrity since 1889, we offer wealth management, asset servicing, and investment solutions tailored to your goals.
