Senior Investment Associate, Foundation Institutional Advisor (FIA)

Responsibilities Senior Investment Associates are responsible for developing relationships with internal teams (performance reporting, accounting, trading, technology, alternatives, clients) and handling many routine investment‑related and client‑relationship tasks to allow the portfolio manager to focus on their core responsibilities. They are responsible for all administrative aspects of a portfolio, including file set‑up on client accounts, ordering reports, and preparing all material for client review meetings. They work independently to support investment management clients and Senior Investment Advisors, formulate recommendations proactively, support risk and compliance requirements, mitigate losses due to errors, and coordinate monthly REV and New Account Review processes and documentation as directed by the supervisor. Senior Investment Associates in the Foundation and Institutional Advisors (FIA) practice support Senior Portfolio Advisor efforts by managing client relationships and overseeing investment programs for discretionary Outsourced Chief Investment Officer (OCIO) portfolios of $10‑$500 million. They perform a variety of tasks in a fast‑paced environment and are comfortable speaking to clients and investment committees. Primary Responsibilities Create client presentations that are comprehensive, review performance, highlight the team’s 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. Qualifications Completion of a four‑year college degree program (any major acceptable, with business, economics, accounting, and finance preferred); equivalent work experience also acceptable. Prior experience in financial services as an investment associate is preferred. Enrollment in or willingness to enroll in and complete the CFA or CIMA program is desirable. Experience with portfolio administration, performance reporting, and client communication. Strong analytical, communication, and interpersonal skills. Work Authorization Applicants must be authorized to work in the United States without the need for employment‑based visa sponsorship now or in the future. This opportunity does not offer sponsorship for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT, or any other employment‑based visa. 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 View email address on click.appcast.io or discuss your individual requirements with the recruiter you are working with. EEO Statement Applies to all regions: APAC/INDIA, Canada, EMEA, USA Northern Trust is an Equal Employment Opportunity Employer. All employment decisions will be made in a non‑discriminatory manner in accordance with our obligations under the law and codes of practice. Northern Trust does not discriminate on the basis of race, colour, religion or belief; nationality, ethnic or national origin; sex, marital status, sexual orientation; disability or age. All employment decisions will be made in a non‑discriminatory manner in accordance with the laws and regulations of the jurisdiction in which the employee is located. Applicants for employment positions who are legally protected from discrimination will receive the same consideration as all other qualified applicants. #J-18808-Ljbffr 001 The Northern Trust Company