Northern Trust

3 months ago

Senior Investment Officer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Senior investment professional responsible for managing investment activities for high net worth accounts and trusts, developing and directing investment programs, and leading a local client service team while integrating new strategies and overseeing risk and governance in partnership with national practices.

Location: Los Angeles

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Manage investment activities for a reduced set of major fee revenue producing accounts (80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios.
•Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients.
•Analyze and plan the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs, working with the broader client service team to identify opportunities and execute on them.
•Maintain an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area, and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
•Demonstrate mastery integrating new investment strategies, tools and capabilities, and portfolio research through regular contact with National Investment and Goals Driven Wealth Management Practices.

Pay and Benefits

Salary: USD 236,555 - 414,115 annually

Equity and Bonus:Equity

Perks:401kPensionEquity

Key Requirements

•15+ years of investment experience as a portfolio manager, with consistent long-term performance and adherence to best practices and sound risk management.
•Knowledge of investment and portfolio management theory, accounting, and financial principles, and investment strategies and instruments.
•Sales and negotiating skills to guide sensitive situations, plus leadership and organizational skills.
•Ability to hire, retain, and develop talent, and to participate in performance reviews and staff development.
•Ability to communicate with senior leaders and contribute to strategic planning and risk management.

Experience:15+ yearsFinanceInvestment managementPortfolio management

Skills:LeadershipCommunicationProblem-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

Senior Investment Officer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: Los Angeles

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Manage investment activities for a reduced set of major fee revenue producing accounts (80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios.
•Develop, recommend, and direct the execution of programs designed to achieve investment objectives for specific individual clients.
•Analyze and plan the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs, working with the broader client service team to identify opportunities and execute on them.
•Maintain an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area, and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
•Demonstrate mastery integrating new investment strategies, tools and capabilities, and portfolio research through regular contact with National Investment and Goals Driven Wealth Management Practices.

Pay and Benefits

Salary: USD 236,555 - 414,115 annually

Equity and Bonus:Equity

Perks:401kPensionEquity

Key Requirements

•15+ years of investment experience as a portfolio manager, with consistent long-term performance and adherence to best practices and sound risk management.
•Knowledge of investment and portfolio management theory, accounting, and financial principles, and investment strategies and instruments.
•Sales and negotiating skills to guide sensitive situations, plus leadership and organizational skills.
•Ability to hire, retain, and develop talent, and to participate in performance reviews and staff development.
•Ability to communicate with senior leaders and contribute to strategic planning and risk management.

Experience:15+ yearsFinanceInvestment managementPortfolio management

Skills:LeadershipCommunicationProblem-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