Senior Investment Associate: Client-Focused Wealth Strategy

Northern Trust; Lake Forest (IL); On-site; USD 74,000 - 126,000; Full time

Job summary

Northern Trust in the United States is seeking an Investment Associate to support portfolio administration, client service, and portfolio advisors. You will prepare materials for client review meetings, run the GDWM tool, and contribute to meeting discussions.

The role requires 3+ years in financial services, knowledge of investment products, and strong analytical and communication skills. Competitive salary and comprehensive benefits are offered; no visa sponsorship.

Qualifications

• 3+ years of experience in financial services.
• Knowledge of investment products and terminology.
• Experience using GDWM tool in client meetings.
• Demonstrates strong analytical and communication skills.

Responsibilities

• Prepare portfolio materials for client review meetings.
• Set up files for existing or new clients.
• Order reports for portfolio managers or clients.
• Communicate with clients and portfolio managers on requests.
• Support tax and compliance processes.

Skills

Investment products knowledge

Analytical skills

Communication skills

CFA/ CFP coursework

Experience in financial services

Education

CFA/ CFP coursework

Tools

GDWM tool

EDS/PIMS/IMS/PAS systems

Job description

Northern Trust in the United States is seeking an Investment Associate to support portfolio administration, client service, and portfolio advisors. You will prepare materials for client review meetings, run the GDWM tool, and contribute to meeting discussions.

The role requires 3+ years in financial services, knowledge of investment products, and strong analytical and communication skills. Competitive salary and comprehensive benefits are offered; no visa sponsorship.