Investment Associate — Client & Portfolio Support

Northern Trust; Naples (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Northern Trust in Naples, FL is seeking a detail‑oriented professional to support portfolio teams and client communications. You will prepare materials for client reviews, set up files, and process client requests in a timely manner.

Responsibilities include coordinating with portfolio managers, ensuring compliance with guidelines, and assisting in client meetings to support investment advisors. Prior experience in wealth management is a plus.

Qualifications

• Strong financial product knowledge and client-facing communication.
• Ability to analyze information and meet deadlines.
• Familiarity with CFA/ CFP coursework is a plus.

Responsibilities

• Prepare portfolio materials for client reviews and meetings.
• Set up and maintain client files and documentation.
• Process client requests and coordinate with portfolio managers.

Skills

Financial analysis

Attention to detail

Communication skills

Education

Bachelor's degree in Finance/Accounting

Tools

Excel

CRM systems

Job description

Northern Trust in Naples, FL is seeking a detail‑oriented professional to support portfolio teams and client communications. You will prepare materials for client reviews, set up files, and process client requests in a timely manner.

Responsibilities include coordinating with portfolio managers, ensuring compliance with guidelines, and assisting in client meetings to support investment advisors. Prior experience in wealth management is a plus.