Investment Associate — Client Portfolio Strategist

001 The Northern Trust Company; Lake Forest (IL); On-site; USD 74,000 - 126,000; Full time

Benefits offered by this job

401k and pension

Health benefits

Paid time off

Parental leave

Life and disability insurance

Discretionary bonus

Job summary

The Northern Trust Company is seeking a financial services professional to support Investment Advisors by preparing client meeting materials, setting up new accounts, and processing cash transfers and trades in a timely manner.

Applicants should have 3+ years in financial services, knowledge of investment products, and coursework toward CFA or CFP designation. This role emphasizes analytical rigor, client communication, and risk awareness.

Qualifications

• Knowledge of investment products, services and terminology.
• Strong analytical, organizational and communication skills.
• Coursework towards CFA or CFP designation.
• Expands conceptual knowledge in own job discipline.
• 3+ years of experience within the financial services industry.

Responsibilities

• Prepare portfolio materials for client meetings and retrieve requested reports.
• Set up files with account documentation for existing or new clients.
• Process client cash transfer requests and trade approvals by deadlines.
• Respond to client inquiries and coordinate with Investment Advisors.
• Demonstrate mastery of the GDWM tool in client meetings.

Skills

Investment knowledge

Analytical skills

Organizational skills

Communication skills

Education

CFA/CFP coursework

Tools

GDWM tool

Job description

The Northern Trust Company is seeking a financial services professional to support Investment Advisors by preparing client meeting materials, setting up new accounts, and processing cash transfers and trades in a timely manner.

Applicants should have 3+ years in financial services, knowledge of investment products, and coursework toward CFA or CFP designation. This role emphasizes analytical rigor, client communication, and risk awareness.