Portfolio Advisor

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

Manage investment activities for a set of fee-revenue accounts, advising clients with ongoing review and adaptation of investment strategy as goals change. Partner with the broader client service team to identify and execute opportunities, and build an influential presence with clients, co-trustees, consultants, and legal stakeholders. Stay current on investment methodologies and tools, adhere to guidelines and risk management practices, and provide feedback to leadership on national initiatives and expectations.

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FursaFursa
Northern Trust
Northern Trust
1 week ago

Portfolio Advisor

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Manage investment activities for a set of fee-revenue accounts, advising clients with ongoing review and adaptation of investment strategy as goals change. Partner with the broader client service team to identify and execute opportunities, and build an influential presence with clients, co-trustees, consultants, and legal stakeholders. Stay current on investment methodologies and tools, adhere to guidelines and risk management practices, and provide feedback to leadership on national initiatives and expectations.
Location: Phoenix
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage investment activities for a set of major fee revenue-producing accounts for small to mid-sized personal trusts and individual portfolios.
  • •Assist in development and recommendations of designed investment approaches to achieve specific clients’ objectives.
  • •Analyze and plan overall investment strategy with continuous revision based on changing goals and client needs.
  • •Develop an influential presence with local client-facing teams and stakeholders to coordinate portfolio activity and communicate client requirements.
  • •Adhere to investment guidelines, best practices reporting (PM Dashboard), and sound risk management; provide continuous feedback to leadership on initiatives and changes.

Key Requirements

  • •6 to 8 years of investment experience, which may include research, with consistent long-term investment performance that meets objectives.
  • •Knowledge of investment and portfolio management theory, accounting/financial principles, investment strategies and instruments, and marketplace characteristics.
  • •Decision-making, sales, and negotiating skills to contribute to revenue generation and guide sensitive situations to agreement.
  • •In-depth conceptual and practical knowledge in the job discipline and basic knowledge of related disciplines.
  • •Acts as a resource for colleagues with less experience.
Experience:6-8 yearsInvestment management
Skills:Decision-makingNegotiationCommunicationProblem-solvingInfluencing
Tech Stack:Portfolio researchInvestment methodologiesPM Dashboard

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