Northern Trust

1 day ago

Portfolio Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Manage fee-producing investment accounts for small-to-mid sized personal trust relationships and individual investors. Develop investment strategies and client recommendations, analyze and continuously revise portfolio strategies as goals evolve, and coordinate account activity with the broader client service team, legal partners, and external advisors. Apply investment methodologies and new capabilities, maintain adherence to national guidelines and risk management practices, and solve complex investment problems using analytical judgment.

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Manage investment activities for an assigned base of fee revenue-producing accounts for personal trust relationships and individual portfolios.
•Assist in developing investment strategies and recommendations to meet individual client objectives.
•Analyze and manage investment strategies, revising them as client goals change in coordination with the client service team.
•Maintain an influential local presence with clients, co-trustees, consultants, legal partners, and outside attorneys to coordinate portfolio activity.
•Adhere to national investment guidelines, participate in peer review feedback processes, and apply sound risk management practices to complex situations.

Key Requirements

•6–8 years of investment experience, potentially including research, with consistent long-term performance meeting stated objectives.
•Knowledge of investment and portfolio management theory, accounting/financial principles, investment strategies and instruments, and characteristics of different marketplaces.
•Demonstrated decision-making, sales, and negotiation skills to generate revenue and resolve sensitive or complex situations.
•In-depth conceptual and practical knowledge in the role, plus basic knowledge of related disciplines.
•Ability to act as a resource for colleagues with less experience.

Experience:6-8 years

Skills:Analytical judgmentDecision-makingSalesNegotiationRisk managementCommunicationProblem-solving

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: 3.9

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Northern Trust

1 day ago

Portfolio Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Manage investment activities for an assigned base of fee revenue-producing accounts for personal trust relationships and individual portfolios.
•Assist in developing investment strategies and recommendations to meet individual client objectives.
•Analyze and manage investment strategies, revising them as client goals change in coordination with the client service team.
•Maintain an influential local presence with clients, co-trustees, consultants, legal partners, and outside attorneys to coordinate portfolio activity.
•Adhere to national investment guidelines, participate in peer review feedback processes, and apply sound risk management practices to complex situations.

Key Requirements

•6–8 years of investment experience, potentially including research, with consistent long-term performance meeting stated objectives.
•Knowledge of investment and portfolio management theory, accounting/financial principles, investment strategies and instruments, and characteristics of different marketplaces.
•Demonstrated decision-making, sales, and negotiation skills to generate revenue and resolve sensitive or complex situations.
•In-depth conceptual and practical knowledge in the role, plus basic knowledge of related disciplines.
•Ability to act as a resource for colleagues with less experience.

Experience:6-8 years

Skills:Analytical judgmentDecision-makingSalesNegotiationRisk managementCommunicationProblem-solving

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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