Portfolio Strategy Associate

Northern Trust Corp; Houston, Northern (TX, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Northern Trust is seeking an experienced investment professional to manage portfolios for high‑value clients within a formal wealth management framework. You will work with Investment Advisors to align objectives with client needs, while upholding risk controls and best practices across the advisory team.

The role emphasizes collaboration with trust and governance teams, ongoing portfolio research, and contribution to national investment initiatives within a supportive, performance‑driven

Qualifications

• Knowledge of investment and portfolio management theory and financial principles.
• Analytical and interpretive skills to assess client needs within investment strategies.
• Understanding of markets and investment instruments.

Responsibilities

• Manage investment activities for a growing set of major fee-based accounts.
• Assist in development and recommendations to achieve investment objectives for individual clients.
• Collaborate with Investment Advisors to refine overall strategy and goals.
• Develop an influential presence with local client-facing teams to align client requirements with portfolio activity.
• Demonstrate mastery of new investment strategies, tools, and methodologies.

Skills

Investment experience

Analytical skills

Client service

Job description

Northern Trust is seeking an experienced investment professional to manage portfolios for high‑value clients within a formal wealth management framework. You will work with Investment Advisors to align objectives with client needs, while upholding risk controls and best practices across the advisory team.

The role emphasizes collaboration with trust and governance teams, ongoing portfolio research, and contribution to national investment initiatives within a supportive, performance‑driven