Northern Trust

2 months ago

Sr Investment Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Senior investment-focused role supporting asset managers with client materials, fund trades, and administrative tasks across the client relationship lifecycle. Partners with Investment Advisors to prepare meeting materials, process transactions, and ensure accurate fee and tax handling within a structured wealth management environment.

Location: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Key Responsibilities

•Prepare portfolio materials for client meetings and retrieve reports from multiple systems.
•Set up files with account documentation and ensure proper investment guidelines and fees are in place.
•Order and deliver reports for portfolio managers or clients as requested.
•Communicate with clients and portfolio managers on requests and ensure follow-up actions.
•Interact with partners daily to share information on client relationships and portfolios.

Pay and Benefits

Salary: USD 85,330 - 145,130 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsurancePaid LeaveLife InsuranceDisabilityAnnual Bonus

Key Requirements

•Completion of CFA or CFP coursework is encouraged; ongoing professional designation pursued.
•1-3 years of experience in the financial services industry.
•Knowledge of investment products, services and terminology.
•Strong analytical, organizational and communication skills.
•Ability to prepare materials for client meetings and support Investment Advisors.

Experience:1-3 yearsFinancial servicesInvestment management

Skills:CommunicationAnalyticalAttention to detail

Certifications:CFPCFA

Tech Stack:EDSPIMSIMSPASGDWMDTC

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: 3.9

Website LinkedIn

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Northern Trust

2 months ago

Sr Investment Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Key Responsibilities

•Prepare portfolio materials for client meetings and retrieve reports from multiple systems.
•Set up files with account documentation and ensure proper investment guidelines and fees are in place.
•Order and deliver reports for portfolio managers or clients as requested.
•Communicate with clients and portfolio managers on requests and ensure follow-up actions.
•Interact with partners daily to share information on client relationships and portfolios.

Pay and Benefits

Salary: USD 85,330 - 145,130 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsurancePaid LeaveLife InsuranceDisabilityAnnual Bonus

Key Requirements

•Completion of CFA or CFP coursework is encouraged; ongoing professional designation pursued.
•1-3 years of experience in the financial services industry.
•Knowledge of investment products, services and terminology.
•Strong analytical, organizational and communication skills.
•Ability to prepare materials for client meetings and support Investment Advisors.

Experience:1-3 yearsFinancial servicesInvestment management

Skills:CommunicationAnalyticalAttention to detail

Certifications:CFPCFA

Tech Stack:EDSPIMSIMSPASGDWMDTC

Company Brief

Northern Trust

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: 3.9

Website LinkedIn