Investment Associate - Client-Focused Portfolio Support

Northern Trust; Oakbrook Terrace (IL); On-site; USD 56,000 - 89,000; Full time

Benefits offered by this job

401k and pension

Health, dental and vision

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Job summary

Northern Trust is seeking an Investment Associate to handle administrative portfolio tasks, client file setup, and report preparation. You will support Investment Advisors and coordinate with various teams to ensure timely client service and compliance.

The role emphasizes mastery of GDWM tools, risk awareness, and proactive collaboration with advisors and clients. 0–2 years in financial services preferred; CFA/CFP coursework encouraged.

Qualifications

• Knowledge of investment products and terminology.
• Strong analytical, organizational, and communication skills.
• Coursework toward CFA or CFP designation.
• Ability to explain complex information in straightforward terms.
• 0-2 years of experience in financial services.

Responsibilities

• Prepare portfolio materials for account review meetings.
• Set up files for existing or new clients.
• Order reports for portfolio managers or clients.
• Communicate with clients and portfolio managers on requests.
• Process client cash transfers and fund trades.
• Support risk and compliance processes and documentation.

Skills

Analytical skills

Organizational skills

Communication skills

Education

CFA/ CFP coursework

Tools

GDWM tool

EDS

PIMS

IMS

PAS

Job description

Northern Trust is seeking an Investment Associate to handle administrative portfolio tasks, client file setup, and report preparation. You will support Investment Advisors and coordinate with various teams to ensure timely client service and compliance.

The role emphasizes mastery of GDWM tools, risk awareness, and proactive collaboration with advisors and clients. 0–2 years in financial services preferred; CFA/CFP coursework encouraged.