2 months ago

Senior Investment Associate, Foundation Institutional Advisor (FIA)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Senior Investment Associates support Senior Portfolio Advisors in managing discretionary OCIO programs ($10–$500 million) for foundations, endowments, healthcare firms and associations. Responsibilities span client communications, performance reviews, and investment-related tasks, with a hybrid office/remote work model and emphasis on risk/compliance, portfolio support, and coordinating with internal teams.

Location: Miami

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Create client presentations that are comprehensive, review performance, highlight the team’s outlook, and can include special subject discussions.
•Assist with the development of custom investment portfolios that meet client objectives, portfolio trading/rebalancing, and participate in client communication and meetings.
•Assess portfolio performance relative to benchmarks.
•Evaluate and recommend investment manager changes.
•Conduct asset allocation analysis for clients.

Key Requirements

•Completion of a four-year college degree is required or equivalent work experience; majors in business, economics, accounting, or finance preferred.
•Prior experience in financial services as an investment associate is preferred.
•Enrolled in or willing to enroll in CFA or CIMA program is desirable.
•Candidates should be able to work in a fast-paced environment and communicate effectively with clients/investment committees.
•Strong analytical, presentation, and relationship-building skills.

Experience:Financial servicesInvestment managementOCIO

Education:Bachelor's

Skills:CommunicationPresentationOrganizationProblem-solvingTeamwork

Certifications:CFACIMA

Languages:English

Tech Stack:PowerPointExcel

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

2 months ago

Senior Investment Associate, Foundation Institutional Advisor (FIA)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: Miami

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Create client presentations that are comprehensive, review performance, highlight the team’s outlook, and can include special subject discussions.
•Assist with the development of custom investment portfolios that meet client objectives, portfolio trading/rebalancing, and participate in client communication and meetings.
•Assess portfolio performance relative to benchmarks.
•Evaluate and recommend investment manager changes.
•Conduct asset allocation analysis for clients.

Key Requirements

•Completion of a four-year college degree is required or equivalent work experience; majors in business, economics, accounting, or finance preferred.
•Prior experience in financial services as an investment associate is preferred.
•Enrolled in or willing to enroll in CFA or CIMA program is desirable.
•Candidates should be able to work in a fast-paced environment and communicate effectively with clients/investment committees.
•Strong analytical, presentation, and relationship-building skills.

Experience:Financial servicesInvestment managementOCIO

Education:Bachelor's

Skills:CommunicationPresentationOrganizationProblem-solvingTeamwork

Certifications:CFACIMA

Languages:English

Tech Stack:PowerPointExcel

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