Northern Trust

3 months ago

Sr. Portfolio Advisor

✓ 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

Manage investment activities for major fee revenue accounts, including small to mid-sized trusts and portfolios. Develop and refine investment objectives with clients, analyze and revise strategies with the client service team, coordinate with co-trustees and attorneys, and stay current on new investment approaches while upholding risk management and best practices.

Location: Phoenix

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Manage investment activities for a full set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios within their market.
•Analyze and plan the overall investment strategy with ongoing revisions as goals change, coordinating with the client service team to identify opportunities.
•Develop an influential presence within the local client-facing team, coordinating with clients, co-trustees, consultants, and outside attorneys to communicate requirements and portfolio activity.
•Demonstrate proficiency with new investment strategies, tools, and methodologies through engagement with national investment practices and peers.
•Adhere to best practices as measured by dashboards and participate in training, while providing feedback to leadership on national initiatives and changes.

Key Requirements

•Knowledge of investment and portfolio management theory, accounting and financial principles, and characteristics of various marketplaces; used to manage portfolios.
•Minimum 6 to 8 years of investment experience, including research, with a track record of meeting objectives.
•Decision making, sales, and negotiating skills to contribute to revenue generation and guide complex client situations.
•In-depth conceptual and practical knowledge in the relevant job discipline and basic knowledge of related disciplines.
•Ability to work with the broader client service team to identify opportunities and communicate requirements across stakeholders.

Experience:6-8 yearsFinanceWealth managementInvestment management

Skills:CommunicationNegotiationProblem-solvingTeamworkCustomer service

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. Portfolio Advisor

✓ 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: Phoenix

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Key Responsibilities

•Manage investment activities for a full set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios within their market.
•Analyze and plan the overall investment strategy with ongoing revisions as goals change, coordinating with the client service team to identify opportunities.
•Develop an influential presence within the local client-facing team, coordinating with clients, co-trustees, consultants, and outside attorneys to communicate requirements and portfolio activity.
•Demonstrate proficiency with new investment strategies, tools, and methodologies through engagement with national investment practices and peers.
•Adhere to best practices as measured by dashboards and participate in training, while providing feedback to leadership on national initiatives and changes.

Key Requirements

•Knowledge of investment and portfolio management theory, accounting and financial principles, and characteristics of various marketplaces; used to manage portfolios.
•Minimum 6 to 8 years of investment experience, including research, with a track record of meeting objectives.
•Decision making, sales, and negotiating skills to contribute to revenue generation and guide complex client situations.
•In-depth conceptual and practical knowledge in the relevant job discipline and basic knowledge of related disciplines.
•Ability to work with the broader client service team to identify opportunities and communicate requirements across stakeholders.

Experience:6-8 yearsFinanceWealth managementInvestment management

Skills:CommunicationNegotiationProblem-solvingTeamworkCustomer service

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