Northern Trust

3 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: 15 hours agoStatus: Live

Job Summary

The Senior Investment Associate supports Portfolio Advisors and client service teams to deliver proactive, high-quality service to high-net-worth clients. Responsibilities include preparing client-facing materials, coordinating meeting logistics and technology, and providing analytical and operational support related to investment activity. The role emphasizes accuracy, timeliness, collaboration, and risk-aware delivery to strengthen client and team outcomes.

Location: Miami

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Sr. Manager level

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, including consulting with PAs 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.

Key Requirements

•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 is highly preferred.
•2–3 years of experience in investment operations, client service, or personal trust servicing.

Experience:2-3 yearsFinanceInvestment

Education:Bachelor's in business, finance, economicsBachelor’s degree or equivalent

Skills:CommunicationAnalyticalOrganizationalCollaborationAttention to detail

Languages:English

Tech Stack:Microsoft ExcelPowerPointFactSetBloomberg

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

3 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: 15 hours agoStatus: Live

Job Summary

Location: Miami

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Sr. Manager level

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, including consulting with PAs 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.

Key Requirements

•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 is highly preferred.
•2–3 years of experience in investment operations, client service, or personal trust servicing.

Experience:2-3 yearsFinanceInvestment

Education:Bachelor's in business, finance, economicsBachelor’s degree or equivalent

Skills:CommunicationAnalyticalOrganizationalCollaborationAttention to detail

Languages:English

Tech Stack:Microsoft ExcelPowerPointFactSetBloomberg

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