Portfolio Advisor
23 hours ago
Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.
Our commitment to service, expertise, and integrity has earned us numerous awards and recognition within the industry. With over 130 years of experience and a team of over 22,000 partners, we provide exceptional service to our clients using leading technology and a deep understanding of their needs.
Job Summary:The Associate Portfolio Advisor will be responsible for managing a small set of fee-producing investment accounts, primarily for small to mid-sized personal trust relationships and individual investors. This role requires a strong understanding of investment and portfolio management theory, as well as analytical and interpretive skills to understand client needs in the context of investment strategies.
Key Responsibilities:- Manage investment activities for a growing set of major fee revenue-producing accounts, representing small to mid-sized personal trusts and individual portfolios.
- Assist in development and recommendations of designed to achieve investment objectives for specific individual clients.
- Work with Investment Advisors to understand the overall investment strategy and may provide input for revisions as goals and objectives change.
- Develop an influential presence with 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.
- Consistently demonstrate increasing 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.
- Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces.
- Minimum 2 to 4 years of investment experience working in investment services industry.
- Acts as a resource for colleagues with less experience.
- May lead small projects with manageable risks and resource requirements.
As a Northern Trust partner, 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.
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