Associate Portfolio Advisor

Northern Trust
San Diego
Workplace: OnsiteFull timeUSD 114,540 - 194,580Function: Capital Markets, Trading & QuantExperience: 2-4 yearsSkills: ["Analytical thinking","Stakeholder communication","Mentoring","Risk management","Client relationship management"]

Manage investment activities for a set of major fee-producing personal trust and portfolio accounts, typically mid-range in size and complexity. Contribute to developing and recommending investment strategies aligned to individual client objectives, coordinating with Investment Advisors and the broader client service team as goals evolve. Build relationships with key stakeholders while providing high-level support to the Investment Advisory team using investment tools and research methodologies, while following risk management and best practices.

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FursaFursa
Northern Trust
Northern Trust
2 days ago

Associate Portfolio Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Manage investment activities for a set of major fee-producing personal trust and portfolio accounts, typically mid-range in size and complexity. Contribute to developing and recommending investment strategies aligned to individual client objectives, coordinating with Investment Advisors and the broader client service team as goals evolve. Build relationships with key stakeholders while providing high-level support to the Investment Advisory team using investment tools and research methodologies, while following risk management and best practices.
Location: San Diego
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Manage investment activities for major fee-producing accounts, providing some managerial input for mid-range portfolios.
  • •Assist in the development and recommendations of strategies designed to achieve individual client investment objectives.
  • •Partner with Investment Advisors and the client service team to identify and execute opportunities and revise goals as client needs change.
  • •Develop an influential presence with client-facing teams, co-trustees, consultants, legal area, and outside attorneys to coordinate portfolio activity.
  • •Provide high-level support to the Investment Advisory team using portfolio research tools and methodologies, including guidance and mentoring to Investment Associates.

Pay and Benefits

Salary: USD 114,540 - 194,580
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionSpending AccountsDisabilityPaid LeaveParental LeaveLife InsuranceAccident Insurance

Key Requirements

  • •Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies, and instruments.
  • •Analytical skills to understand client needs in the context of investment strategies.
  • •In-depth conceptual and practical knowledge in the job discipline with basic knowledge of related disciplines.
  • •Minimum 2 to 4 years of investment experience in the investment services industry.
  • •Ability to act as a resource for colleagues with less experience and lead small projects with manageable risk.
Experience:2-4 years
Skills:Analytical thinkingStakeholder communicationMentoringRisk managementClient relationship management
Tech Stack:CRAWealthbenchGPSWM AlternativesPM Dashboard

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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Glassdoor: 3.9
WebsiteLinkedIn