Global Family Office Portfolio Advisor

Northern Trust; Chicago (IL); On-site; USD 165,000 - 225,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Job summary

Northern Trust’s Global Family Office Group seeks a Sr. Portfolio Advisor to oversee investment activities for large, high-net-worth client portfolios.

You will develop allocations, select managers, and partner with the client service team to implement investment strategies across asset classes. The role requires 15+ years in investment or portfolio management within family offices or UHNW settings, with strong client engagement and communication skills.

Qualifications

• Knowledge of investment and portfolio management theory, execution options, accounting/financial principles, and all asset classes.
• Experience managing family office or ultra-high net worth portfolios across market cycles.
• Strong alternatives experience across all asset classes at fund/manager level with deep client engagement skills.
• Ability to translate complexity into simple terms and lead client investment relationship reviews.

Responsibilities

• Manage investment activities for a full set of large and sensitive high net worth personal trusts and individual investment portfolios.
• Develop, recommend, and direct the execution of investment allocations and manager selection for family office clients.
• Analyze and plan the overall investment strategy with revisions as goals change, collaborating with client service teams.
• Maintain an influential client-facing presence, communicating requirements and coordinating portfolio activity.
• Demonstrate mastery with new investment strategies, tools, capabilities, and portfolio research.
• Lead client reporting and communication on investments.

Skills

Investment knowledge

Portfolio management

Client relationship skills

Analytical thinking

Strategic planning

Presentation skills

Job description

Northern Trust’s Global Family Office Group seeks a Sr. Portfolio Advisor to oversee investment activities for large, high-net-worth client portfolios.

You will develop allocations, select managers, and partner with the client service team to implement investment strategies across asset classes. The role requires 15+ years in investment or portfolio management within family offices or UHNW settings, with strong client engagement and communication skills.