Senior Investment Officer
$236.56k - $414.12kThe Northern Trust Company
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.1. Manages investment activities for a reduced set of major fee revenue producing accounts (80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios.2. Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients.3. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.4. Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area, and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.5. Demonstrates mastery integrating new investment strategies, tools and capabilities, and portfolio research through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices.6. Participates in the development of new investment business with sales staff as appropriate7. Investment Practice oversight for a market as an extension of the National Investment Practice, including the management of the market's investment staff.8. Accountable for personal and team adherence to best practices as measured by the PM Dashboard and related reporting.9. Encourages investment partner engagement in thought leadership publications, educational opportunities, and practice hosted symposiums and events.10. Accountable for personal and team level execution of initiatives, new capability rollouts, and required training.11. Works with RSIO and local leadership to hire, retain, and develop talent. Participates in the selection process of new hires and works with RSIO to ensure that Investment Practice priorities and scoring methodologies are incorporated into partner performance reviews.12. Participates in developing the local market strategic plan and sets goals and priorities based on the direction set for the business unit, region, and market. Follows through to ensure objectives are met.13. Provides leadership and guidance to staff, fostering an environment which encourages employee engagement, diversity, teamwork , and communication.14. Advocate on behalf of their team and capture continuous feedback on areas for improvement providing proactive advice to leadership on national initiatives, changes, and expectations.15. Provides oversight, leadership, and guidance in adherence to National Investment Guidelines, facilitation of the REV peer review process, and ensuring observance of sound risk management practices.16. Serves on standing investment services committees and participates in special projects as appropriate.17. Directs the resolution of highly complex or unusual business problems applying advanced critical thinking.18. Guided by organization functional strategy, has broad impact on the functional, divisional or regional results.Knowledge :Knowledge of investment and portfolio management theory, accounting, and financial principles, and investment strategies and instruments, acquired through formal education and work experience, is required to manage portfolios and provide oversight to Investment partners.Sales and negotiating skills are required to guide sensitive or difficult situations.Leadership and organizational skills required to determine the unit goals, resources needed, and to assess and develop the skills of the staff and guide activities in support of Regional and Practice priorities.Applies broad industry knowledge and commercial awareness to drive financial performance.Negotiates with senior leaders across the business.Experience :15+ years of investment experience as a portfolio manager, in which consistent long term investment performance has met account objectives and client goals with strong adherence to best practices and sound risk management approaches.Salary Range:$236,555 - 414,115 USDSalary 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.We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodationNorthern 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 hope you’re 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. #J-18808-Ljbffr
$110k - $130k
...Business Unit: Corporate Finance Industry: Consumer Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments....Senior- ...Hudson Pacific Properties (HPP) is seeking a Senior Analyst , working from HPP’s corporate... ...evaluation, key project execution, investment analyses, monthly and quarterly deliverables... ...at Los Angeles corporate and studio offices. Hudson Pacific Properties is proud to be...SeniorFull timeLocal area
$130k
...financial data and performing valuations within the Aerospace & Defense sector. The ideal candidate will have at least two years of investment banking experience and a strong understanding of valuation theory. A competitive benefits package is included along with an...Senior- William Blair is seeking an experienced Analyst to support investment banking activities in Los Angeles, California. The candidate will perform financial analyses, create valuation models, and assist with due diligence for mergers and acquisitions. Requirements include...Senior
$130k
...relationships and maintain direct contact with clients, prospective clients, and professional advisors. Basic Qualifications Prior investment banking experience (at least 2 years). Coursework in accounting and finance required. Strong analytical capabilities and...Senior$130k
...IndustrialsOverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and... ...firm the No. 1 investment bank for all global M&A transactions.Senior Analysts are an integral part of Houlihan Lokey’s business...Senior$125k
...business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform... ...sessions. Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and...SeniorTemporary workSummer internship$110k - $150k
SpaceX is seeking a Sr. Real Estate Analyst to join our Facilities team in Hawthorne, CA. The successful candidate will support corporate real estate matters, negotiate transactions, and maintain property portfolios. With robust experience in corporate real estate and an...Senior$110k - $130k
Investment Banking Senior Analyst | Business Services page is loaded## Investment Banking Senior Analyst | Business Serviceslocations: Los Angeles, CA, USAtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R3126**Business Unit:**Corporate Finance**Industry...Senior- SPACE EXPLORATION TECHNOLOGIES CORP is seeking a Sr. Real Estate Analyst in Hawthorne, California, to support the facilities team with various corporate real estate responsibilities. Candidates should possess at least 10 years of relevant experience, along with a strong...Senior
- ...Senior Acquisition Specialist USmax Corporation is seeking a Senior Acquisition Specialist to support the U.S. Space Force's Space Systems Command (SSC) Military Communications and Positioning, Navigation, and Timing Directorate Systems Delta. The Acquisition Specialist...SeniorRemote work
$135k - $195k
...systems. This position supports a U.S. Space Force (USSF) program office responsible for managing advanced space control capabilities... ...Responsibilities As a Sr Acquisition Specialist, you will provide senior‑level support in acquisition planning, execution, and oversight...SeniorFull timeContract workWork at office$50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...SeniorHourly payContract workFor contractorsWork experience placementRemote work$300k - $350k
Job Title: Real Estate Investment Officer Business Unit: Administration Reports to: CEO Start Date : IMMEDIATELY COMPANY DESCRIPTION Impact Housing... ...projects $100mm+. Leadership: Proven experience in a senior leadership role within the real estate investment industry. Skills...Full timeWork at officeImmediate start$71.87k - $114.8k
...Investment Relationship Officer What is the opportunity? Assist Financial Advisors by providing day-to-day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the...Remote work$85k - $105k
...The Senior Finance Associate will provide analytical support to their designated region. This person will be working closely with our Accounting Team in our Enterprise Service Center (ESC) for our financial close as well as our Operations department to assist in budgeting...SeniorHourly pay- ...CFT Senior Real Estate Investment Analyst The CFT Senior Real Estate Investment Analyst supports the executive team by providing recommendations on changes to strategic business plans based on detailed analysis of existing and potential investments for a multibillion...SeniorPermanent employmentFull timeWork experience placementLocal area
- Tecolote Research, Inc. is seeking a full-time Acquisition Management and Planning Analyst to support the National Security Space Launch Program. The role involves acquisition management, planning, and analysis duties, requiring excellent analytical and communication skills...SeniorFull time
$110k - $130k
A leading global investment bank is seeking an Investment Banking Senior Analyst in Los Angeles. This role involves preparing and analyzing financial information, performing valuations, and coordinating due diligence on M&A transactions. The ideal candidate will have investment...Senior$88.9k - $168.3k
RSM US LLP is seeking an IT M&A Due Diligence Senior Associate to join its Transaction Advisory Services practice in Los Angeles. In this role, you will evaluate technology environments to identify risks in transactions and support the development of diligence analyses...Senior$55.2k - $126k
Booz Allen Hamilton is looking for a Lead Acquisition Analyst in El Segundo, California. The role involves mentoring analysts, shaping acquisition strategies, and managing defense acquisition efforts across the Air Force and Space Force. Candidates should have over 5 years...SeniorRemote work$100k - $115k
Job Title Location 11050 Santa Monica Boulevard, Los Angeles, CA, 90025, United States Base Pay $100,000.00 - $115,000.00 / Year Job Category Corporate Industry Property Management, Real Estate, Multifamily Housing Employee Type Exempt Full-Time Required...SeniorFull time$120k - $150k
...Blockstream is seeking a Senior Financial Analyst to join our finance team in Los Angeles. This role involves leading strategic financial planning across our Consumer Products and Enterprise Solutions divisions. The ideal candidate will have 4-7+ years of experience in...Senior- Alvarez & Marsal Deutschland GmbH in Los Angeles is seeking a Senior Associate for its IT & Merger Integration team. This role involves leading complex client engagements, focusing on IT diligence, and ensuring optimal performance during merger integrations. Candidates...Senior
$65k - $72k
Benchmark International is looking for a Deal Transaction Analyst or Senior Analyst in Los Angeles, CA. This role requires strong communication and analytical skills as you manage multiple M&A projects. Analysts gain hands-on experience in deal execution, focusing on negotiation...Senior- ...We are seeking a Senior Financial Analyst to work closely with the CFO and manage all financial reporting for the company. The role will... ...ability to apply these skills Work schedule is currently hybrid-remote; required work in-office Mon & Tues per week #J-18808-Ljbffr...SeniorWork at officeRemote work
$170k - $283k
RSC2 Incorporated, located in El Segundo, California, is seeking a Senior Acquisition Specialist. This role involves managing information systems, providing acquisition and training support, and ensuring compliance with regulations. Candidates must possess an active Secret...Senior- ...Location: Culver City, CA 90232 (Hybrid – in office 3x/week) Duration: 2-3 months (but... ...vacation or bandwidth issues) The Senior Financial Analyst position, under general... .../benefit analyses in support of capital investment requests. Prepare ad hoc financial models...SeniorWork at office
$168k - $240k
...evolution of Slalom. The Role: M&A Principal/Senior Principal The Role: M&A Principal/Senior... ...Building IMOs (Integration Management Office) leadership Managing integration... ...and life. As a result, Slalom is proud to invest in benefits that include meaningful time...SeniorTemporary workWork at officeLocal area- ...accounting, analytics/modeling, reporting ~ Must have experience supporting a CFO or senior executive management ~ Hyperion Essbase is a requirement. ~ Strong technical skills with MS Office suite – Word, advanced Excel (vlookups, pivot tables, advanced formulas),...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Officer. Be the first to apply!
- investment officer Los Angeles, CA
- portfolio analyst Los Angeles, CA
- investment banking analyst Los Angeles, CA
- investment analyst Los Angeles, CA
- investment specialist Los Angeles, CA
- senior game producer Los Angeles, CA
- senior electronic design engineer Los Angeles, CA
- senior robotics software engineer Los Angeles, CA
- senior specialist Los Angeles, CA
- senior research manager Los Angeles, CA


