Investment Associate - FIA

Northern Trust Corp; Miami (FL); Vor Ort; USD 85.000 - 110.000; Vollzeit

Benefits dieser Stelle

Zusammenfassung

Northern Trust in Miami, FL is seeking an Investment Associate to support Senior Portfolio Advisors in FIA practice, handling client relationships and admin tasks for OCIO portfolios ranging $10–$500 million.

The role focuses on preparing client materials, performance reviews, and coordinating with internal teams to ensure compliance and timely reporting. A strong communication and analytical skillset is essential.

Qualifikationen

• Completion of a four-year college degree program is required or equivalent work experience.
• Any major is acceptable; however, business, economics, accounting, and finance are preferred.
• Candidates with prior experience in financial services as an investment associate are preferred.
• Enrolled in or willingness to enroll in and complete the CFA or CIMA program is desirable.

Aufgaben

• Create client presentations that review performance and outlook.
• Assist with development of custom investment portfolios and client communications.
• Assess portfolio performance relative to benchmarks.
• Evaluate and recommend investment manager changes.
• Conduct asset allocation analysis for clients.
• Support new business efforts and participate in presentations.
• Assist with compliance reviews.

Kenntnisse

Client presentations

Portfolio analysis

Client communication

Team collaboration

Ausbildung

Bachelor's degree

Finance or Economics preferred

CFA/CIMA desirable

Jobbeschreibung

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Investment Associates in Northern Trust’s Foundation and Institutional Advisors (FIA) practice support Senior Portfolio Advisor efforts with managing client relationships and overseeing the investment programs for discretionary Outsourced Chief Investment Officer (OCIO) with portfolios of $10-$500 million. The FIA practice’s client base includes a mix of foundations, endowments, healthcare firms and associations.

Responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, prepares all material for client review meetings. Works independently to support clients and Senior Portfolio Advisors. Formulates recommendations proactively to support the Senior Portfolio Advisors. Investment Associates are responsible for developing relationships with internal teams (performance reporting, client communication, trading, and handling many of the routine investment related and client relationship tasks to allow the portfolio advisors to focus on their responsibilities. Responsible for supporting risk and compliance requirements for the team, including working diligently to mitigate losses due to error and being mindful of possible contingencies. Coordinating and/or supporting investment or client service teams’ monthly REV and New Account Review processes and documentation (as directed by supervisor).

The Investment Associate is a key player and requires the ability to perform a variety of tasks in a fast-paced environment and be comfortable speaking to clients/investment committees.

Primary Responsibilities:

• Create client presentations that are comprehensive, review performance, highlight the team’s outlook, and can include special subject discussions.
• Assist with the development of custom investment portfolios that meet client objectives, portfolio trading/rebalancing, and participate in client communication and meetings.
• Assess portfolio performance relative to benchmarks.
• Evaluate and recommend investment manager changes.
• Conduct asset allocation analysis for clients.
• Support new business efforts and occasionally participate in presentations.
• Assist with compliance reviews.

The successful candidate will benefit from having:

• Completion of a four-year college degree program is required or equivalent work experience.
• Any major is acceptable; however, business, economics, accounting, and finance are preferred.
• Candidates with prior experience in financial services as an investment associate are preferred.
• Enrolled in or willingness to enroll in and complete the CFA or CIMA program is desirable.

Work Authorization Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.

EEO Know Your Rights (U.S.)