Senior Wealth Portfolio Strategist

Northern Trust Corp; Pasadena (CA); On-site; USD 189,000 - 331,000; Full time

Benefits offered by this job

401k and Pension

Discretionary bonus program

Job summary

Northern Trust seeks an experienced investment professional to manage a full set of high net worth accounts and complex portfolios. You will develop, implement and adjust investment programs to meet client objectives, coordinating with the client service team and external advisors to align strategies with goals.

Required are deep investment knowledge, strong analytical skills and a proven ability to lead initiatives, mentor peers, and communicate effectively with clients while upholding risk and

Qualifications

• Knowledge of investment theory, portfolio management and financial instruments.
• Ability to interpret client objectives and translate into portfolios.
• Strong analytical and decision-making skills for complex cases.
• Communicates effectively with clients and internal partners.

Responsibilities

• Manages investment activities for high net worth accounts and portfolios.
• Develops and directs programs to achieve investment objectives.
• Analyzes and revises investment strategy with client needs in mind.
• Maintains close coordination with client service teams and legal advisors.
• Leads initiatives and communicates best practices across teams.

Skills

Investment management

Client relationship management

Portfolio analysis

Team leadership

Job description

Northern Trust seeks an experienced investment professional to manage a full set of high net worth accounts and complex portfolios. You will develop, implement and adjust investment programs to meet client objectives, coordinating with the client service team and external advisors to align strategies with goals.

Required are deep investment knowledge, strong analytical skills and a proven ability to lead initiatives, mentor peers, and communicate effectively with clients while upholding risk and