Portfolio Advisor

Northern Trust
San Diego
Workplace: OnsiteFull timeUSD 131,675 - 223,905 annuallyFunction: Capital Markets, Trading & QuantExperience: 6-8 yearsSkills: ["Decision-making","Sales","Negotiation","Problem-solving","Communication"]

Manage investment activities for a set of fee-generating accounts, supporting small-to-mid-sized personal trusts and individual portfolios. Develop and recommend investment strategies aligned to client objectives, analyze and continuously refine overall investment approach as goals change, and coordinate portfolio activity with client-facing and legal stakeholders. Stay current on new strategies, tools, and research methodologies, adhere to investment guidelines and risk practices, and provide feedback to leadership through national initiatives.

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FursaFursa
Northern Trust
Northern Trust
2 days ago

Portfolio Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Manage investment activities for a set of fee-generating accounts, supporting small-to-mid-sized personal trusts and individual portfolios. Develop and recommend investment strategies aligned to client objectives, analyze and continuously refine overall investment approach as goals change, and coordinate portfolio activity with client-facing and legal stakeholders. Stay current on new strategies, tools, and research methodologies, adhere to investment guidelines and risk practices, and provide feedback to leadership through national initiatives.
Location: San Diego
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 developing and recommending designed to meet investment objectives for individual clients.
  • •Analyze and plan overall investment strategy, continuously revising it as goals and objectives change in line with client needs.
  • •Coordinate portfolio activity and communicate client requirements with local client-facing teams, clients, co-trustees, consultants, the bank’s legal area, and outside attorneys.
  • •Adhere to investment guidelines and sound risk management practices, including delivering required training and initiatives.

Pay and Benefits

Salary: USD 131,675 - 223,905 annually
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability

Key Requirements

  • •Minimum 6 to 8 years of investment experience, including research, with consistent long-term investment performance meeting 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 guide sensitive or difficult situations to agreement.
  • •In-depth conceptual and practical knowledge in the role, plus basic knowledge of related disciplines.
  • •Acts as a resource for colleagues with less experience.
Experience:6-8 years
Skills:Decision-makingSalesNegotiationProblem-solvingCommunication

Eligibility

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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