Investment Associate, Client-Focused Wealth Management

Northern Trust Corp; Tampa (FL); On-site; USD 60,000 - 95,000; Full time

Job summary

Northern Trust Corp in Tampa, FL is seeking a Senior Investment Associate to support portfolio review materials, data retrieval, and client communications. The role involves coordinating with Investment Advisors, preparing reports from EDS/PIMS/IMS/PAS systems, and participating in client meetings.

The ideal candidate has 1–3 years in financial services, strong analytical and communication skills, and coursework toward CFA or CFP designations.

Qualifications

• Knowledge of investment products and terminology, on-the-job training helps.
• Strong analytical, organizational, and communication abilities to meet deadlines.
• Coursework toward CFA or CFP designation.

Responsibilities

• Prepare portfolio materials for client review meetings from internal systems.
• Set up files with account documentation for existing or new clients.
• Order and review reports for portfolio managers and clients.
• Communicate with clients and portfolio managers on requests; follow up.
• Assist with tax cost issues and cash transfer requests as needed.
• Support Investment Advisors and participate in client meetings.

Skills

Analytical skills

Communication skills

CFA/CFP coursework

Job description

Northern Trust Corp in Tampa, FL is seeking a Senior Investment Associate to support portfolio review materials, data retrieval, and client communications. The role involves coordinating with Investment Advisors, preparing reports from EDS/PIMS/IMS/PAS systems, and participating in client meetings.

The ideal candidate has 1–3 years in financial services, strong analytical and communication skills, and coursework toward CFA or CFP designations.