Investment Associate, Portfolio Support

Northern Trust Corp; New York (NY); On-site; USD 64,000 - 103,000; Full time

Job summary

Northern Trust Corp in New York, NY, is hiring an Investment Associate to support portfolio administration and client service. You will prepare materials for client reviews, set up client files, and process reports and transfers under supervision.

The role requires 0–2 years in financial services, strong analytical skills, and the ability to learn multiple systems. A comprehensive benefits package is provided along with a discretionary bonus potential.

Qualifications

• Understanding of investment products, services and terminology.
• Strong analytical, organizational and communication abilities.
• Willingness to learn multiple systems and processes.

Responsibilities

• Prepare portfolio materials for client review meetings.
• Set up files for new or existing clients and document investments.
• Order and verify client reports for portfolio managers.
• Communicate with clients and portfolio managers on requests.
• Coordinate with tax and risk teams on account issues.
• Process client requests and execute transfers or trades.
• Assist with monthly REV and New Account Review processes.

Skills

Analytical skills

Organizational skills

Communication skills

Investment knowledge

Systems proficiency

Tools

EDS system

PIMS

IMS

PAS

Job description

Northern Trust Corp in New York, NY, is hiring an Investment Associate to support portfolio administration and client service. You will prepare materials for client reviews, set up client files, and process reports and transfers under supervision.

The role requires 0–2 years in financial services, strong analytical skills, and the ability to learn multiple systems. A comprehensive benefits package is provided along with a discretionary bonus potential.