Senior Investment Associate: Client-Focused Investment Support

Northern Trust Corp; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A global financial institution in Miami seeks a Senior Investment Associate to support Portfolio Advisors and deliver high-quality services to high-net-worth clients. Responsibilities include preparing client materials, handling compliance tasks, and analyzing investment data. The ideal candidate has strong analytical skills, proficiency in Excel and PowerPoint, and a degree in finance or related fields. This full-time, office-based role emphasizes teamwork and attention to detail in a collaborative environment.

Qualifications

• 2-3 years of experience in investment operations, client service, or personal trust servicing.
• Strong interest in the investment industry.

Responsibilities

• Prepare, proof, and coordinate presentation materials for clients.
• Support client meetings by coordinating required technology.
• Monitor compliance-related tasks and communicate with clients.
• Analyze investment themes and performance results.
• Monitor capital structure offers and meet deadlines.

Skills

Excellent written and verbal communication skills

Strong analytical and organizational skills

Broad understanding of financial markets

Proficiency in Microsoft Excel (advanced)

Experience with FactSet and Bloomberg

Education

Bachelor's degree in business, finance, economics, or related field

CFA pursuit preferred

Tools

Microsoft Excel

PowerPoint

FactSet

Bloomberg

Job description

A global financial institution in Miami seeks a Senior Investment Associate to support Portfolio Advisors and deliver high-quality services to high-net-worth clients. Responsibilities include preparing client materials, handling compliance tasks, and analyzing investment data. The ideal candidate has strong analytical skills, proficiency in Excel and PowerPoint, and a degree in finance or related fields. This full-time, office-based role emphasizes teamwork and attention to detail in a collaborative environment.