Portfolio Operations Associate

001 The Northern Trust Company; Scottsdale (AZ); On-site; USD 55,000 - 85,000; Full time

Job summary

Northern Trust is seeking a detail-oriented professional to support portfolio managers and investment advisors. Duties include preparing client meeting materials, retrieving and processing reports, and setting up client files with documentation.

The role emphasizes strong analytical and communication skills, knowledge of investment products, and collaboration with investment teams to ensure accurate, timely client service.

Qualifications

• Knowledge of investment products, services, and terminology, usually obtained through on the job training.
• Strong analytical, organizational, and communication skills are needed to meet deadlines and solve problems.
• Coursework towards obtaining a CFA or CFP designation.

Responsibilities

• Prepare portfolio materials for client review meetings.
• Retrieve reports for portfolio managers or clients from EDS, PIMS, IMS, and PAS systems.
• Set up files with account documentation for existing or new clients.
• Order and process reports for portfolio managers or clients as requested.
• Communicate with clients and portfolio managers on client requests.
• Research tax discrepancies and oversee adjustments on client accounts.

Skills

Analytical skills

Organizational skills

Communication skills

Investment knowledge

Customer service

Education

CFA/ CFP coursework

Tools

GDWM tool

Job description

Northern Trust is seeking a detail-oriented professional to support portfolio managers and investment advisors. Duties include preparing client meeting materials, retrieving and processing reports, and setting up client files with documentation.

The role emphasizes strong analytical and communication skills, knowledge of investment products, and collaboration with investment teams to ensure accurate, timely client service.