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Investment Associate
1 month ago
Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Our commitment to service, expertise, and integrity has earned us numerous awards and recognition in the industry. With over 130 years of financial experience and a team of over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Job SummaryThe Investment Associate will act as primary support for a team of Portfolio Advisors, performing multiple investment-related and client service activities in the management of revenue-producing portfolios for wealth management clients.
Key Responsibilities- Coordinate account administration for investment management clients and ensure the completion of investment-related tasks and client inquiries relative to the investment management of portfolio accounts.
- Receive investment-oriented project requests from clients and partners; oversee transaction processing, handle inquiry resolution, obtain appropriate documentation, and ensure systems information is up-to-date.
- Monitor investment-related projects and other investment activities, as requested by portfolio advisors, where appropriate.
- Coordinate preparation and analysis, as appropriate, of Investment Presentations, WealthBench Analyses, and Goals-Driven Wealth Management (GDWM) scenarios for existing and prospective clients.
- Coordinate centralized investment solution management for all activities related to accounts managed by separate account managers (SMAs), including rebalancing and opening new accounts.
- Coordinate written client approval, as appropriate, for Investment forms, Trade Confirms, No Investment Responsibility Letters, and any other account-related documentation deemed necessary by bank policy or required by regulation.
- Research and resolve account/operational investment discrepancies.
- Identify service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
- Work diligently toward mitigating losses due to error, being mindful of possible contingencies.
- Provide investment-related assistance to other partners.
- Continue to develop fundamental investment knowledge, through a combination of on-the-job training, online Northern educational seminars, formal graduate program, or pursuit of the CFA, CFP, or similar designation.
- Refine knowledge of investment strategies and instruments through continual contact with Northern Trust investment research areas and other industry professionals.
- Knowledge of investment, economic, and financial principles acquired through completion of a formal degree program.
- Excellent oral and written communication skills.
- Securities/investment industry knowledge.
- Analytical skills, problem-solving skills, intellectual curiosity, ability to work closely within a team framework, and excellence in execution are essential to be successful in this role, which may lead, over a period of time, to portfolio manager responsibilities.
- Analytical and interpretive skills are needed to understand client needs in the context of investment strategies.
- Additional skills which are desirable for this position are the ability to multi-task, adjust to competing priorities as needed, and timely completion of assignments.
- Excel proficiency is a must with experience creating macros, pivot tables, charting, V-lookup, etc.
- Technical skills and system knowledge is required.
- A College or University degree in Finance, Economics, or other business-related focus and relevant financial services industry work experience is required.
- Knowledge of investment, economic, and financial principles, usually acquired through completion of a formal degree program, is required to manage investment activities.
- Experience in investment services in the financial services industry. CFA Level I candidate is a plus.
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
Northern Trust provides 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.
