Associate Portfolio Advisor
$114.54k - $194.58kNorthern Trust
Investment Management Position
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world's 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 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Major duties include managing investment activities for a growing set of major fee revenue producing accounts, assisting in development and recommendations to achieve investment objectives for specific individual clients, working with Investment Advisors to understand the overall investment strategy, developing an influential presence with the local client facing team, consistently demonstrating increasing proficiency with new investment strategies, tools and capabilities, providing high level support to the Investment Advisory team, adhering to best practices, contributing towards the execution of initiatives, new capability rollouts, and required training, providing continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations, and adhering to National Investment Guidelines.
Knowledge required includes investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, analytical and interpretive skills, in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines.
Experience required includes minimum 2 to 4 years of investment experience working in investment services industry, acting as a resource for colleagues with less experience, and leading small projects with manageable risks and resource requirements.
Salary range is $114,540 - 194,580 USD. Northern Trust provides a comprehensive benefits package including retirement benefits, health and welfare benefits, 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.
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.
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.
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 alternatively you can discuss your individual requirements with the recruiter you are working with.
Northern Trust$114.54k - $194.58k
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