Investment Associate: Client Advisory & Portfolio Support

001 The Northern Trust Company; Naples (FL); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

The Northern Trust Company is seeking a detail-oriented professional to support client relationships through preparing materials for meetings, setting up client files, and coordinating with portfolio managers. You will handle report requests, transactions, and fund trades while ensuring accuracy and regulatory compliance.

Ideal candidates have a solid understanding of investment products, strong analytical skills, and ongoing CFA/CFP coursework.

Qualifications

• Knowledge of investment products and terminology.
• Strong analytical and communication abilities to meet deadlines.
• Coursework toward CFA or CFP designation.

Responsabilités

• Prepare portfolio materials for client meetings and retrieve reports as requested.
• Set up files with account documentation for existing or new clients.
• Order reports for portfolio managers or clients as needed.
• Communicate with clients and portfolio managers on requests.
• Interact with partners to relay information on client relationships.
• Work with tax to research discrepancies and oversee adjustments.
• Respond to client inquiries and process transactions and transfers.
• Process fund trades by established deadlines and review fee worksheets.

Connaissances

Analytical thinking

Financial terminology

Communication skills

Formation

Bachelor's degree in Finance or related

CFA/CFP coursework in progress

Outils

GDWM tool

EDS/PIMS/IMS systems

Description du poste

The Northern Trust Company is seeking a detail-oriented professional to support client relationships through preparing materials for meetings, setting up client files, and coordinating with portfolio managers. You will handle report requests, transactions, and fund trades while ensuring accuracy and regulatory compliance.

Ideal candidates have a solid understanding of investment products, strong analytical skills, and ongoing CFA/CFP coursework.