Investment Associate: Client Services & Portfolio Support

Northern Trust; Scottsdale (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

Northern Trust in Scottsdale seeks a professional to support client portfolio meetings and administrative tasks for a sophisticated client base. You will prepare materials, retrieve and organize reports, and coordinate with portfolio managers and clients to ensure timely information flow.

The role emphasizes analytical thinking, strong communication, and familiarity with investment products. On-site collaboration with investment teams and support staff is expected.

Qualifications

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

Responsibilities

• Prepares portfolio materials for client meetings and reviews.
• Retrieves reports and sets up files for existing or new clients.
• Orders reports for portfolio managers or clients as requested.
• Communicates with clients and portfolio managers on requests.

Skills

Analytical skills

Organizational skills

Communication skills

Investment products knowledge

Education

CFA/CFP coursework in progress

Job description

Northern Trust in Scottsdale seeks a professional to support client portfolio meetings and administrative tasks for a sophisticated client base. You will prepare materials, retrieve and organize reports, and coordinate with portfolio managers and clients to ensure timely information flow.

The role emphasizes analytical thinking, strong communication, and familiarity with investment products. On-site collaboration with investment teams and support staff is expected.