Northern Trust

1 month ago

Portfolio Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Manage investment activities for high net worth and ultra-high net worth client portfolios within the Family Office Solutions team. Develop investment strategies, analyze objectives, and collaborate with the client service team to optimize outcomes while ensuring adherence to guidelines and driving client satisfaction for sophisticated wealth clients.

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Manage investment activities for a full set of fee revenue producing accounts, representing HNW/UHNW clients in the Family Office Solutions team.
•Assist in development and recommendations of investment objectives for specific individual clients.
•Analyze and plan overall investment strategy with ongoing revisions in line with client goals, coordinating with the client service team.
•Develop an influential presence within the local client facing team and with external stakeholders to ensure clear communication of client requirements and portfolio activity.
•Demonstrate proficiency with new investment strategies, tools and capabilities and portfolio research through engagement with wealth management practices.

Pay and Benefits

Salary: USD 114,500 - 194,700 annually

Key Requirements

•Minimum 6 to 8 years of investment experience working with wealth management clients (HNW/UHNW)
•Knowledge of investment and portfolio management theory, accounting and financial principles, and related instruments; CFA is preferred
•Strong decision making, sales, and negotiating skills to contribute to revenue generation
•In-depth conceptual and practical knowledge in own job discipline and related areas
•Ability to act as a resource for colleagues with less experience

Experience:6-8 yearsWealth managementPortfolio management

Skills:CommunicationNegotiationRelationship-buildingProblem-solvingTeamwork

Certifications:CFA

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

1 month ago

Portfolio Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Manage investment activities for a full set of fee revenue producing accounts, representing HNW/UHNW clients in the Family Office Solutions team.
•Assist in development and recommendations of investment objectives for specific individual clients.
•Analyze and plan overall investment strategy with ongoing revisions in line with client goals, coordinating with the client service team.
•Develop an influential presence within the local client facing team and with external stakeholders to ensure clear communication of client requirements and portfolio activity.
•Demonstrate proficiency with new investment strategies, tools and capabilities and portfolio research through engagement with wealth management practices.

Pay and Benefits

Salary: USD 114,500 - 194,700 annually

Key Requirements

•Minimum 6 to 8 years of investment experience working with wealth management clients (HNW/UHNW)
•Knowledge of investment and portfolio management theory, accounting and financial principles, and related instruments; CFA is preferred
•Strong decision making, sales, and negotiating skills to contribute to revenue generation
•In-depth conceptual and practical knowledge in own job discipline and related areas
•Ability to act as a resource for colleagues with less experience

Experience:6-8 yearsWealth managementPortfolio management

Skills:CommunicationNegotiationRelationship-buildingProblem-solvingTeamwork

Certifications:CFA

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