Sr Investment Associate (Finance)

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.

The Sr Investment Associate will act as primary support for a team of Portfolio Advisors, performing multiple investment-related and client service activities for Wealth Management clients. The Sr Investment Associate will perform a broad range of administrative and portfolio management support functions aimed at delivering high-quality, pro-active client service and investment execution for numerous client relationships. Responsibilities include:

• Directly supports the Portfolio Advisors in their efforts to provide a world-class wealth management experience to their clients.
• Assists in the preparation of portfolio review and market outlook presentation material for client meetings and client communication. The Associate is responsible for timely and accurate completion of material, often under tight deadlines.
• Works on investment oriented project requests, oversees transaction processing, obtains appropriate documentation, and ensures systems information is up-to-date.
• Monitors and takes ownership of all compliance related duties and follow-up procedures. Consults with PAs on action items and communicates with clients to address documentation requirements, including investment objective confirmation forms and investment responsibility letters.
• Adheres to National Investment Guidelines and observes sound risk management practices.
• Develops a clear understanding of client specific needs, preferences, and expectations. Communicates with clients and Portfolio Advisors on client requests
• Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues.
• Develops fluency in Northern Trust's "Goals Driven Wealth Management" (GDWM) financial planning and portfolio modeling software.
• Develops a thorough understanding of Northern Trust's investment philosophy, investment platform, asset allocation strategy and investment fulfillment vehicles. Develops an ability to communicate effectively about market trends and developments.
• Provides solutions to problems in situations that are atypical or infrequently occurring based on practice and existing precedents or procedures.

Qualifications:

• A foundational understanding of financial markets and passion for investments and investing. Knowledge of investment products, services, and terminology.
• Incredibly high attention to detail.
• Strong analytical and organizational skills.
• Excellent oral and written communication skills, and capable of articulating complicated information to advisors and clients.
• Capable of working well in a team environment in order to accomplish team objectives.
• Proficiency in MS Office suite of products, with advanced fluency in Excel including experience creating macros, pivot tables, charting, V-lookup, etc.
• Ability to quickly learn new computer systems, which are required to perform role.

Experience:

• Previous years of experience within the financial services industry.
• Coursework completion towards obtaining a CFA or CFP designation is a plus .

In office

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

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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. #MadeForGreater

Reasonable accommodation

Northern 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 MyHRHelp@ntrs.com .

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.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.