Portfolio Investment Manager

6 days ago


Newport Beach, California, United States Northern Trust Full time
About Northern Trust

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 provider of innovative financial services and guidance to high-net-worth individuals, families, and institutions.

We take pride in our commitment to service, expertise, and integrity, which has enabled us to build long-lasting relationships with our clients. With over 130 years of financial experience and a team of over 22,000 partners, we serve the world's most sophisticated clients using cutting-edge technology and exceptional service.

Key Responsibilities
  • Portfolio Management: Manage investment activities for a select group of high-net-worth clients, representing large and complex investment portfolios.
  • Business Development: Contribute to the growth of the market by generating new business opportunities, both individually and in collaboration with the sales and relationship management team.
  • Investment Strategy: Develop, recommend, and execute investment programs designed to achieve specific investment objectives for individual clients.
  • Client Communication: Maintain a strong presence within the local client-facing team, ensuring effective communication with clients, co-trustees, consultants, and other stakeholders.
  • Professional Development: Stay up-to-date with new investment strategies, tools, and capabilities, and demonstrate mastery through regular engagement with the National Investment and Goals Driven Wealth Management Practices.
Requirements
  • Experience: Minimum 10 years of investment experience, with a proven track record of consistent long-term investment performance.
  • Knowledge: In-depth knowledge of investment and portfolio management theory, accounting and financial principles, and associated investment strategies and instruments.
  • Skills: Strong decision-making, sales, and negotiating skills, with the ability to communicate complex concepts and negotiate with others to adopt a different point of view.
What We Offer

As a Northern Trust partner, you will have the opportunity to work in a flexible and collaborative work environment, with a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.

We value an inclusive workplace and understand flexibility means different things to different people. We encourage movement within the organization and offer opportunities for professional growth and development.


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