Sr. Portfolio Advisor, Global Family Office Group

Northern Trust
Chicago, Houston, Los Angeles, San Francisco, Denver, Seattle, San Diego, Dallas
Workplace: OnsiteFull timeUSD 164,600 - 225,000 annuallyFunction: Capital Markets, Trading & QuantExperience: 15+ yearsSkills: ["Client communication","Relationship management","Collaboration","Governance","Risk management"]

Serve as the primary portfolio advisor for 10–15 family office portfolios, managing investment activities for large, sensitive trusts and individual portfolios. Lead allocation and manager selection, continuously refine investment strategy as goals change, and deliver ongoing client reporting and communications. Use advanced alternatives expertise across asset classes and partner with OCIO and compliance teams to support governance, risk management, and implementation while contributing to platform initiatives as an individual contributor.

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Northern Trust
Northern Trust
1 day ago

Sr. Portfolio Advisor, Global Family Office Group

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Job Summary

Serve as the primary portfolio advisor for 10–15 family office portfolios, managing investment activities for large, sensitive trusts and individual portfolios. Lead allocation and manager selection, continuously refine investment strategy as goals change, and deliver ongoing client reporting and communications. Use advanced alternatives expertise across asset classes and partner with OCIO and compliance teams to support governance, risk management, and implementation while contributing to platform initiatives as an individual contributor.
Location: Chicago, Houston, Los Angeles, San Francisco, Denver, Seattle, San Diego, Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage investment activities for large, sensitive high net worth trusts and individual investment portfolios.
  • •Develop, recommend, and direct investment allocations and manager selection for family office clients.
  • •Analyze and continually revise investment strategy based on changing goals and client needs in coordination with the client service team.
  • •Maintain a client-facing presence by communicating requirements, coordinating portfolio activity, and leading regular reporting and investment communications.
  • •Demonstrate mastery of new investment strategies, tools, and research methodologies; support governance and risk management processes with compliance.

Pay and Benefits

Salary: USD 164,600 - 225,000 annually
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveDisabilityLife InsuranceAccident Insurance

Key Requirements

  • •Minimum 15 years of investment, asset allocation, or research experience, with client experience in an ultra-high net worth or family office setting.
  • •Experience managing family office or ultra-high net worth portfolios with performance responsibility across multiple market cycles, including protracted down markets.
  • •Strong alternatives experience across asset classes at the fund/manager level and deep client engagement skills.
  • •Knowledge of investment and portfolio management theory, execution options, accounting/financial principles, and all asset classes.
  • •Ability to translate complexity into clear guidance and lead client investment relationship reviews and agendas.
Experience:15+ yearsFamily officeUltra-high net worthAlternativesWealth managementPortfolio management
Skills:Client communicationRelationship managementCollaborationGovernanceRisk management

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
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