Sr. Portfolio Advisor, Manager

Northern Trust
San Diego
Workplace: OnsiteFull timeUSD 189,290 - 331,200 annuallyFunction: Capital Markets, Trading & QuantExperience: 10-12 yearsSkills: ["Decision-making","Negotiation"]

Lead an Investment Services group and manage investment activities for a reduced set of high net worth personal trust and investment portfolio accounts. Develop and direct programs to achieve client investment objectives, analyze and continuously revise overall investment strategy, and coordinate portfolio activity with the client service team, legal partners, and outside attorneys. Demonstrate mastery of new investment strategies and methodologies while upholding investment guidelines and risk management.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Northern Trust
Northern Trust
2 days ago

Sr. Portfolio Advisor, Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Lead an Investment Services group and manage investment activities for a reduced set of high net worth personal trust and investment portfolio accounts. Develop and direct programs to achieve client investment objectives, analyze and continuously revise overall investment strategy, and coordinate portfolio activity with the client service team, legal partners, and outside attorneys. Demonstrate mastery of new investment strategies and methodologies while upholding investment guidelines and risk management.
Location: San Diego
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Manager level

Key Responsibilities

  • •Manage an Investment Services group, including performance management and providing input on staffing and disciplinary actions.
  • •Manage investment activities for high net worth personal trusts and individual investment portfolios within the market.
  • •Develop, recommend, and direct execution of programs to achieve individual client investment objectives.
  • •Analyze and plan overall investment strategy with continuous revision as goals and objectives change.
  • •Maintain client-facing influence and coordinate portfolio activity with the client service team, co-trustees, consultants, legal, and outside attorneys.

Pay and Benefits

Salary: USD 189,290 - 331,200 annually
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveCaregiver LeaveDisabilityLife InsuranceAccident InsuranceSpending Accounts

Key Requirements

  • •Minimum 10 to 12 years of investment experience, potentially including research, with consistent long-term investment performance meeting objectives.
  • •Knowledge of investment and portfolio management theory, accounting and financial principles, and associated investment strategies and instruments.
  • •Knowledge of investment terminology and the laws and regulations governing trust investments and taxation, plus internal investment policies and procedures.
  • •Ability to analyze, plan, and continuously revise investment strategy based on client needs and changing goals.
  • •Decision-making, sales, and negotiating skills to guide sensitive or difficult situations to agreement.
Experience:10-12 years
Skills:Decision-makingNegotiation

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn