Portfolio Advisor

3 weeks ago

Chicago, United States Northern Trust Corp. Full time

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.

PORTFOLIO ADVISOR

OH: R124568

Major Duties:
1. Manages investment activities for a full set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid
- range in size and complexity within their market.

2. Assists in development and recommendations of 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. Developing an 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. Consistently demonstrates proficiency with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.

6. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.

7. Accountable for personal execution of initiatives, new capability rollouts, and required training.

8. Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.

9. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices

10. Solves complex problems
- Minimum 6 to 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.
- Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.
- Decision making, sales, and negotiating skills are required to contribute to the market’s revenue generation and guide sensitive or difficult situations through to agreement.
- Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines.
- Acts as a resource for colleagues with less experience.
- Applies broad industry knowledge and commercial awareness to drive financial performance.
- Investment experience in Wealth Management and working with HNW and UHNW clients.
- Technical expertise with a broad range of investment solutions.
- Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA.

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.

Reasonable accommodation


We 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.

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