Investment Associate - Global Family Office (GFO)

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 55,800 - 89,400 annuallyFunction: Capital Markets, Trading & Quant0Education: bachelorsSkills: ["Analytical thinking","Organizational skills","Problem-solving","Time management","Communication"]

Support Global Family Office clients by partnering with portfolio advisors to prepare for meetings and produce performance and asset allocation materials. Conduct research and analysis across public and private markets, hedge funds, and real assets, including manager and due diligence. Help coordinate trades, cash movements, subscriptions, redemptions, and account documentation while collaborating with investment, fiduciary, banking, tax, operations, compliance, and reporting partners to resolve client and portfolio matters.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Northern Trust
Northern Trust
6 days ago

Investment Associate - Global Family Office (GFO)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Support Global Family Office clients by partnering with portfolio advisors to prepare for meetings and produce performance and asset allocation materials. Conduct research and analysis across public and private markets, hedge funds, and real assets, including manager and due diligence. Help coordinate trades, cash movements, subscriptions, redemptions, and account documentation while collaborating with investment, fiduciary, banking, tax, operations, compliance, and reporting partners to resolve client and portfolio matters.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Entry level

Key Responsibilities

  • •Partner with portfolio advisors to prepare for client meetings and investment discussions.
  • •Produce performance, asset allocation, cash flow, exposure, and investment materials.
  • •Support portfolio analysis and research across public markets, private markets, hedge funds, real assets, and liquidity strategies.
  • •Assist with investment and manager due diligence, documentation, and follow-up analysis.
  • •Help coordinate portfolio transactions (trades, cash movements, subscriptions, redemptions) and support account documentation, guidelines, and records.

Pay and Benefits

Salary: USD 55,800 - 89,400 annually
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability InsuranceSpending Accounts

Key Requirements

  • •Bachelor’s degree in finance, economics, accounting, business, mathematics, or a related field, or equivalent experience.
  • •0-2 years of relevant investment management, wealth management, financial services, consulting, or research experience.
  • •Foundational knowledge of financial markets, investment products, and portfolio management.
  • •Strong analytical, organizational, problem-solving, and time-management capabilities.
  • •Proficiency with Microsoft Excel, PowerPoint, and Word, with ability to learn investment and reporting systems.
Experience:0Wealth managementFinancial services
Education:Bachelor's
Skills:Analytical thinkingOrganizational skillsProblem-solvingTime managementCommunication
Tech Stack:Microsoft ExcelMicrosoft PowerPointMicrosoft Word

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
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn