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. With over 130 years of experience and more than 22,000 partners, we provide innovative financial services to the world’s most successful individuals, families, and institutions.
Senior Investment Associate
The Senior Investment Associate partners closely with Portfolio Advisors and client service teams to deliver proactive, high‑quality service to high-net-worth clients. This role supports the day-to-day workflow of Portfolio Advisors by preparing client-facing materials, coordinating meeting logistics and technology, and providing analytical and operational support related to investment activity. The position thrives in a highly collaborative, team-oriented environment and requires a consistently positive, solutions-oriented attitude.
Key Responsibilities
- Prepare, proof, and coordinate presentation materials for existing and prospective clients.
- Support client meetings by coordinating required technology and ensuring materials are accurate and complete.
- Monitor and take ownership of compliance-related tasks and follow-up procedures, consulting with Portfolio Advisors on deficiencies and communicating with clients to resolve exceptions.
- Track investment and trade activity from execution through settlement; research and resolve account or operational discrepancies.
- Analyze investment themes, performance results, and related data to support client communications and internal discussions.
- Monitor current and outstanding capital structure offers and ensure all related deadlines are met.
- Communicate relevant research, recommendations, and offer information to Portfolio Advisors in a timely manner.
- Provide coverage for Portfolio Manager desks as needed, including distributing research and portfolio construction information.
- Adhere to Portfolio Advisor guidelines and proactively identify opportunities to mitigate risk and prevent errors.
Qualifications
Required Skills and Experience
- Excellent written and verbal communication skills.
- Strong analytical and organizational skills with the ability to manage multiple deadlines.
- Broad understanding of financial markets and investment concepts, developed through prior experience or on-the-job training.
- Proficiency in Microsoft Excel (advanced functions preferred) and PowerPoint; working knowledge of FactSet and Bloomberg highly preferred.
- 2–3 years of experience in investment operations, client service, or personal trust servicing.
Education and Credentials
- Bachelor’s degree in business, finance, economics, or a related field, or equivalent relevant work experience.
- Strong interest in the investment industry; candidates pursuing the CFA are preferred.
Work Environment
- This is an office-based position. Duties and responsibilities must be performed onsite to support effective collaboration and client service.
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 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.
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.