Investment Associate - OCIO & Institutional Clients

Northern Trust; Miami (FL); Presencial; USD 70 000 - 100 000; Tempo integral

Resumo da oferta

Northern Trust in Miami seeks an Investment Associate to support Senior Portfolio Advisors, manage client relationships, and oversee outsourced OCIO programs with portfolios ranging from $10M to $500M.

You will handle portfolio administration, prepare client reviews, and participate in meetings while assisting with performance analysis, allocations, and manager changes. A four-year degree and financial services experience are preferred.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Financial services experience

Formação académica

Bachelor's degree (or equivalent)

Descrição da oferta de emprego

Northern Trust in Miami seeks an Investment Associate to support Senior Portfolio Advisors, manage client relationships, and oversee outsourced OCIO programs with portfolios ranging from $10M to $500M.

You will handle portfolio administration, prepare client reviews, and participate in meetings while assisting with performance analysis, allocations, and manager changes. A four-year degree and financial services experience are preferred.