Associate Portfolio Advisor

Northern Trust
Houston
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 2+ yearsSkills: ["Analytical thinking","Interpretation","Client communication","Proactive collaboration","Mentoring","Risk management"]

Manage investment activities for a growing set of fee-producing personal trust and individual portfolio clients, supporting account strategy and responding as client goals evolve. Collaborate with Investment Advisors and the broader client service team to identify and execute opportunities, build an influential presence with client-facing stakeholders, and provide high-level support to the investment advisory function. Demonstrate proficiency with portfolio research tools and investment methodologies, and adhere to risk management and best practices.

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FursaFursa
Northern Trust
Northern Trust
1 day ago

Associate Portfolio Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Manage investment activities for a growing set of fee-producing personal trust and individual portfolio clients, supporting account strategy and responding as client goals evolve. Collaborate with Investment Advisors and the broader client service team to identify and execute opportunities, build an influential presence with client-facing stakeholders, and provide high-level support to the investment advisory function. Demonstrate proficiency with portfolio research tools and investment methodologies, and adhere to risk management and best practices.
Location: Houston
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage investment activities for a portfolio of major fee revenue accounts, typically mid-range in size and complexity, with some managerial input.
  • •Assist with development and recommendations of investment objectives for individual clients.
  • •Work with Investment Advisors to understand overall investment strategy and provide input on revisions as goals change.
  • •Coordinate portfolio activity by partnering with local client-facing teams, clients, co-trustees, consultants, bank legal, and outside attorneys.
  • •Provide high-level support to the Investment Advisory team, using tools like CRA, Wealthbench, GPS, and WM Alternatives, and provide guidance and mentoring to Investment Associates.

Key Requirements

  • •Minimum 2+ years of investment experience in the investment services industry.
  • •Knowledge of investment and portfolio management theory, financial/accounting principles, and investment strategies and instruments.
  • •Analytical and interpretive skills to understand client needs in the context of investment strategies.
  • •In-depth conceptual and practical knowledge in the role, with basic knowledge of related disciplines.
  • •Demonstrate mastery level skill using portfolio tools including CRA, Wealthbench, GPS, and WM Alternatives.
Experience:2+ yearsInvestment services
Skills:Analytical thinkingInterpretationClient communicationProactive collaborationMentoringRisk management
Tech Stack:CRAWealthbenchGPSWM Alternatives

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
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