Senior Investment Associate, Foundation Institutional Advisor (FIA)

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 world's 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 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Hybrid Working Model: We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Role Overview 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 responsibilities. They are responsible for all administrative aspects of a portfolio, including client account setup, ordering reports, preparing material for client review meetings, and supporting Senior Investment Advisors. They formulate proactive recommendations, support risk and compliance requirements, mitigate losses due to error, and coordinate monthly REV and New Account Review processes. Senior Investment Associates in Northern Trust's Foundation and Institutional Advisors (FIA) practice support Senior Portfolio Advisor efforts with managing client relationships and overseeing discretionary Outsourced Chief Investment Officer (OCIO) programs with portfolios of $10-$500 million. The FIA practice’s client base includes foundations, endowments, healthcare firms, and associations. 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 and Experience 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. 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 View email address on click.appcast.io. We value an inclusive workplace and understand flexibility means different things to different people. #J-18808-Ljbffr CFA Institute