Investment Associate Jobs

INVESTMENT ASSOCIATE

OH: 107305

Work with Portfolio Advisors (PA) within client service teams to consistently deliver a high level of proactive client service and support. You support the PA’s daily workflow by staying abreast of financial markets and client needs to communicate effectively with clients and internal partners, executing and monitoring trade activity, researching and resolving operational and investment issues, ensuring the accuracy of investment performance reports and coordinating the preparation of materials for client and prospect meetings.

This position is critical to the confidence that our clients have in our abilities to manage their finances and the appropriate person will understand the importance of accuracy and timeliness.

Key Responsibilities Of The Role Include

• Coordinate the creation of presentation materials for client and prospect meetings. Ensure investment performance and all other information is accurately and logically presented.
• Work on special projects as need
• Monitor portfolio investment and risk metrics, such as cash balances, bond maturities, corporate actions and asset allocation. Work diligently toward mitigating losses due to error and be mindful of possible contingencies.
• Monitor and support compliance related activities and follow-up, including consulting with PAs on deficiencies and communicating with clients and obtaining approvals to eliminate exceptions.
• Understand how to support Portfolio Advisor with investment tools and systems. Share expertise with team.
• Communicate on Portfolio Advisor’s behalf with clients and internal partners. Provide backup to Portfolio Advisor and other team members as needed.
• Attend investment calls and team meetings. Communicate information on asset allocation recommendations, new solutions and other related information to Portfolio Advisors and clients.

The successful candidate will benefit from having the following competencies:

• Outstanding written and verbal communication skills.
• Broad understanding of financial markets and knowledge of investment products, services, and financial principals.
• 1 - 3 years of experience in investment services in the financial services industry.
• Strong analytical and organizational skills combined with an attention to detail are needed to meet deadlines and solve client problems and operational issues.

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.

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.

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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 [email protected].

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.

Additional Information