Northern Trust

3 months ago

Portfolio Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

The Portfolio Advisor manages fee-producing investment accounts for small to mid-sized personal trusts and individual portfolios. You’ll develop investment strategies, analyze and adjust plans as client goals evolve, collaborate with a cross-functional client service team, and stay current with investment tools and methodologies to drive objectives and maintain risk discipline.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Manage investment activities for an assigned base of fee-revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios with moderate size and complexity.
•Assist in developing investment strategies and recommendations to achieve individual client objectives.
•Analyze and adjust investment strategies as client goals evolve, collaborating with the broader client service team to seize opportunities.
•Maintain an influential presence with clients, co-trustees, consultants, and external advisors to coordinate portfolio activity and communicate client requirements.
•Stay proficient with new investment strategies, tools, and methodologies through engagement with wealth management practices and peers.

Key Requirements

•Minimum 6–8 years of investment experience (may include research) with long-term performance aligned to objectives.
•Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments.
•Formal education and relevant work experience in investment/wealth management.
•Ability to act as a resource for colleagues with less experience.
•Demonstrated decision-making, sales, and negotiation skills to contribute to market revenue generation.

Experience:6-8 yearsWealth managementInvestment managementFinancial services

Education:Master's

Skills:CommunicationNegotiationTeamworkAnalytical thinkingProblem-solving

Languages:English

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

Portfolio Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Manage investment activities for an assigned base of fee-revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios with moderate size and complexity.
•Assist in developing investment strategies and recommendations to achieve individual client objectives.
•Analyze and adjust investment strategies as client goals evolve, collaborating with the broader client service team to seize opportunities.
•Maintain an influential presence with clients, co-trustees, consultants, and external advisors to coordinate portfolio activity and communicate client requirements.
•Stay proficient with new investment strategies, tools, and methodologies through engagement with wealth management practices and peers.

Key Requirements

•Minimum 6–8 years of investment experience (may include research) with long-term performance aligned to objectives.
•Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments.
•Formal education and relevant work experience in investment/wealth management.
•Ability to act as a resource for colleagues with less experience.
•Demonstrated decision-making, sales, and negotiation skills to contribute to market revenue generation.

Experience:6-8 yearsWealth managementInvestment managementFinancial services

Education:Master's

Skills:CommunicationNegotiationTeamworkAnalytical thinkingProblem-solving

Languages:English

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