Portfolio Support Specialist

Koitecc Solutions; Northern (KY); Hybrid; USD 56,000 - 89,000; Full time

Benefits offered by this job

Retirement benefits (401k and pension)

Health and welfare benefits

Discretionary bonus program

Job summary

Northern Trust is seeking an Investment Associate to manage administrative portfolio tasks and support Investment Advisors. You will prepare client materials, set up files, and process trades and reports, while ensuring regulatory compliance and accurate fee calculations.

The role emphasizes client communication, proactive recommendations, and collaboration with cross-functional teams to meet deadlines and uphold service standards.

Qualifications

• Strong analytical, organizational, and communication skills.
• Coursework towards CFA or CFP designation.
• Knowledge of investment products and terminology.
• 0-2 years of experience within the financial services industry.

Responsibilities

• Prepares portfolio materials for client review meetings and retrieves reports.
• Sets up files with account documentation for existing or new clients.
• Orders reports for portfolio managers or clients as requested.
• Communicates with clients and portfolio managers on requests; ensures follow-up.
• Interacts with partners on all aspects of client relationships or portfolios.
• Works with tax to research discrepancies and oversee adjustments on accounts.
• Responds to client inquiries and initiates transactions as requested.
• Follows up with clients via phone or written correspondence.
• Processes client cash transfer requests and ensures funds availability.
• Processes fund trades by established deadlines.
• Reviews fee worksheets to ensure correct fee calculation.
• Adheres to National Investment Guidelines and REV peer review feedback.
• Begins to proactively make recommendations to support Advisors.
• Participates in client meetings; demonstrates GDWM tool mastery.
• Solves problems in straightforward situations using judgment.
• Analyzes possible solutions and precedents; impacts team output.
• Works within guidelines and policies.

Skills

Analytical skills

Organizational skills

Communication skills

Investment knowledge

Education

CFA/CFP coursework

Job description

Northern Trust is seeking an Investment Associate to manage administrative portfolio tasks and support Investment Advisors. You will prepare client materials, set up files, and process trades and reports, while ensuring regulatory compliance and accurate fee calculations.

The role emphasizes client communication, proactive recommendations, and collaboration with cross-functional teams to meet deadlines and uphold service standards.