Portfolio Advisor

001 The Northern Trust Company; Phoenix (AZ); Presencial; USD 140.000 - 210.000; Jornada completa

Descripción de la vacante

The Northern Trust Company is seeking an experienced investment professional to lead client portfolios and investment activities for high‑net‑worth accounts.

You will develop and implement investment programs, analyze strategies, and collaborate with the client service team to meet objectives, while upholding risk and governance standards.

This role requires deep knowledge of investment theory, portfolio management, and a track record of delivering long‑term performance for sophisticated clients.

Formación

• Minimum 8 to 12 years of investment experience, including research.
• Lead functional teams or projects with moderate resource requirements.
• Strong knowledge of investment theory and portfolio management.
• Decision making, sales, and negotiating skills.
• Able to interpret business challenges and recommend improvements.

Responsabilidades

• Manage investment activities for major fee-revenue accounts, including high-net-worth portfolios.
• Develop, recommend, and direct programs to achieve client investment objectives.
• Analyze and revise investment strategy with the client service team as goals evolve.
• Coordinate with co-trustees, consultants, and legal to communicate client requirements.
• Lead initiatives and apply new investment tools and methodologies.

Conocimientos

Investment management

Portfolio construction

Client service

Financial analysis

Risk management

Descripción del empleo

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.

Major Duties

1. Manages investment activities for a full set of major fee revenue producing accounts, representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market.


2. Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients.


3. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.


4. Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.


5. Consistently demonstrates mastery with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.


6. Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.


7. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.


8. Accountable for personal execution of initiatives, new capability rollouts, and required training.


9. Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.


10. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices.


11. Serves on standing investment services committees and participates in special projects as appropriate.


12. Leads others to solve complex problems.


13. Uses sophisticated analytical thought to exercise judgement and identify innovative solutions.


14. Impacts the achievement of customer, operational, project or service objectives.

Knowledge

• Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.


• Decision making, sales, and negotiating skills are required to contribute to the market’s revenue generation and guide sensitive or difficult situations through to agreement.


• Requires specialized depth and/or breadth of expertise in own job discipline or field.


• Interprets internal/external business challenges and recommends best practices to improve products, processes or services.


• Communicates difficult concepts and negotiates with others to adopt a different point of view.

Experience

• Minimum 8 to 12 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.


• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.

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.

Looking for greater?

You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

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.)

EEO Know Your Rights (U.S.)