Portfolio Advisor — Wealth Management

Northern Trust; Los Angeles (CA); On-site; USD 115,000 - 195,000; Full time

Job summary

Northern Trust is seeking a senior investment professional to manage investment activities for a growing set of client accounts, typically personal trusts and individual portfolios. You will collaborate with Investment Advisors to align objectives with client needs and contribute to portfolio design and execution.

The role requires 2–4 years in investment services, strong portfolio management knowledge, and familiarity with tools like CRA, Wealthbench, GPS, and WM Alternatives. U.S.

Qualifications

• Knowledge of investment and portfolio management theory, accounting and financial principles, and investment strategies.
• Analytical and interpretive skills to understand client needs in the context of investment strategies.
• In-depth knowledge of own job discipline and related disciplines.

Responsibilities

• Manage investment activities for growing client accounts.
• Work with Investment Advisors to align objectives with client needs.
• Coordinate with client service teams to communicate requirements.
• Provide guidance to Investment Associates and mentor junior staff.

Skills

Investment theory

Portfolio management

Analytical skills

Client service

Tools

CRA

Wealthbench

GPS

WM Alternatives

Job description

Northern Trust is seeking a senior investment professional to manage investment activities for a growing set of client accounts, typically personal trusts and individual portfolios. You will collaborate with Investment Advisors to align objectives with client needs and contribute to portfolio design and execution.

The role requires 2–4 years in investment services, strong portfolio management knowledge, and familiarity with tools like CRA, Wealthbench, GPS, and WM Alternatives. U.S.