Northern Trust

1 month ago

Sr. Investment Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Join Northern Trust as a Senior Investment Associate supporting Portfolio Managers in delivering high-net-worth investment management services. You’ll combine investment support, client service, and operational execution with growing portfolio oversight, contributing to client meetings, research, and process improvements in a fast-paced wealth management environment.

Location: Atlanta, Washington

Workplace: Onsite

Employment Type: Full time

Job Function: Software Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Support Portfolio Managers in all aspects of portfolio management and client servicing
•Prepare and proof client presentation materials and meeting deliverables
•Track trade activity from entry through execution and settlement
•Run reports and analyze data using internal systems (EDS, PIMS, IMS, PAS, GDWM)
•Coordinate and support monthly Regulatory and New Account Review processes

Pay and Benefits

Salary: USD 70,490 - 119,890 annually

Perks:401kPensionHealth InsuranceDentalVisionPaid Leave

Key Requirements

•1–3+ years of experience in investment management, wealth management, or financial services, with increasing responsibility
•Bachelor’s degree in finance, Economics, Business, or related field (or equivalent experience) is preferred
•Progress toward or interest in CFA or CFP certification strongly preferred
•Proficiency in Microsoft Office and experience working with investment and portfolio management systems
•Deep understanding of investment products, portfolio construction concepts, and wealth management services

Experience:1-3 yearsFinanceWealth managementInvestment management

Education:Bachelor's

Skills:Attention to detailCommunicationProblem-solvingTime managementCollaboration

Certifications:CFACFP

Tech Stack:Microsoft OfficeEDSPIMSIMSPASGDWM

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

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Northern Trust

1 month ago

Sr. Investment Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Atlanta, Washington

Workplace: Onsite

Employment Type: Full time

Job Function: Software Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Support Portfolio Managers in all aspects of portfolio management and client servicing
•Prepare and proof client presentation materials and meeting deliverables
•Track trade activity from entry through execution and settlement
•Run reports and analyze data using internal systems (EDS, PIMS, IMS, PAS, GDWM)
•Coordinate and support monthly Regulatory and New Account Review processes

Pay and Benefits

Salary: USD 70,490 - 119,890 annually

Perks:401kPensionHealth InsuranceDentalVisionPaid Leave

Key Requirements

•1–3+ years of experience in investment management, wealth management, or financial services, with increasing responsibility
•Bachelor’s degree in finance, Economics, Business, or related field (or equivalent experience) is preferred
•Progress toward or interest in CFA or CFP certification strongly preferred
•Proficiency in Microsoft Office and experience working with investment and portfolio management systems
•Deep understanding of investment products, portfolio construction concepts, and wealth management services

Experience:1-3 yearsFinanceWealth managementInvestment management

Education:Bachelor's

Skills:Attention to detailCommunicationProblem-solvingTime managementCollaboration

Certifications:CFACFP

Tech Stack:Microsoft OfficeEDSPIMSIMSPASGDWM

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