Portfolio Advisor

Northern Trust
Phoenix
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 6-8 yearsSkills: ["Decision making","Negotiation","Problem-solving","Risk management","Communication"]

Manage investment activities for a set of fee-revenue accounts, supporting individual clients through portfolio research and continuous strategy updates. Assist with developing recommendations aligned to client investment objectives and coordinate portfolio activity with client service partners, legal resources, and outside attorneys. Demonstrate proficiency with investment tools and methodologies, adhere to best practices and risk management standards, and solve complex problems while providing feedback and support for national initiatives.

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FursaFursa
Northern Trust
Northern Trust
1 day ago

Portfolio Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Manage investment activities for a set of fee-revenue accounts, supporting individual clients through portfolio research and continuous strategy updates. Assist with developing recommendations aligned to client investment objectives and coordinate portfolio activity with client service partners, legal resources, and outside attorneys. Demonstrate proficiency with investment tools and methodologies, adhere to best practices and risk management standards, and solve complex problems while providing feedback and support for national initiatives.
Location: Phoenix
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage investment activities for fee revenue producing accounts, supporting small to mid-sized personal trusts and individual portfolios.
  • •Assist in development and recommendations designed to achieve individual client investment objectives.
  • •Analyze and plan overall investment strategy with continuous revisions based on changing goals, objectives, and client needs.
  • •Develop an influential presence with local client-facing teams, clients, co-trustees, consultants, bank legal, and outside attorneys to coordinate portfolio activity.
  • •Adhere to investment guidelines and sound risk management practices; support initiatives, capability rollouts, required training, and provide feedback to leadership.

Key Requirements

  • •6 to 8 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 characteristics of various marketplaces.
  • •Decision-making, sales, and negotiating skills to guide sensitive or difficult situations to agreement and support revenue generation.
  • •In-depth conceptual and practical knowledge in the job discipline, with basic knowledge of related disciplines.
  • •Ability to serve as a resource for colleagues with less experience.
Experience:6-8 yearsInvestment managementWealth management
Skills:Decision makingNegotiationProblem-solvingRisk managementCommunication

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