Senior Portfolio Advisor

Northern Trust; Phoenix (AZ); Presencial; USD 120 000 - 180 000; Tempo integral

Resumo da oferta

Northern Trust is seeking a skilled investment professional to manage a portfolio of client accounts and collaborate with the client service team to align investment strategies with client objectives.

The role requires strong knowledge of investment theory, financial principles, and portfolio management, with experience across various markets and instruments. A client-focused approach and adherence to guidelines are essential.

Qualificações

• Knowledge of investment and portfolio management theory, accounting and financial principles, and investment strategies and instruments.

Responsabilidades

• Manages investment activities for a full set of major fee revenue producing accounts.
• Assists in development and recommendations of strategies to meet investment objectives for specific individual clients.
• Analyzes and plans the overall investment strategy with continuous revision as goals change and in the context of client needs.
• Develops an influential presence within the local client facing team to communicate client requirements and coordinate portfolio activity.
• Consistently demonstrates proficiency with new investment strategies, tools and capabilities, and portfolio research.
• Accountable for adherence to best practices as measured by dashboards and related reporting.
• Executes initiatives, new capability rollouts, and required training.
• Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
• Adheres to National Investment Guidelines and risk management practices.

Descrição da oferta de emprego

Northern Trust is seeking a skilled investment professional to manage a portfolio of client accounts and collaborate with the client service team to align investment strategies with client objectives.

The role requires strong knowledge of investment theory, financial principles, and portfolio management, with experience across various markets and instruments. A client-focused approach and adherence to guidelines are essential.