Senior Wealth Portfolio Strategist

Northern Trust Corp.

Pasadena (CA)

On-site

USD 189,000 - 331,000

Full time

3 days ago

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Benefits offered by this job

401k plan and pension

Health and welfare benefits

Paid time off

Job summary

Northern Trust Corp. is seeking an experienced investment professional to manage investment activities for high net worth client portfolios and lead strategy execution across client teams in the United States.

The role requires deep knowledge of investment theory and portfolio management and strong analytical and communication skills. The successful candidate will develop programs to achieve client objectives, monitor investments, and contribute to risk management and governance practices in a

Qualifications

Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments.
Decision making, sales, and negotiating skills are required to contribute to the market’s revenue generation.
Requires specialized depth and/or breadth of expertise in own job discipline or field.

Responsibilities

Manages investment activities for a full set of major fee revenue producing accounts, representing large and sensitive high net worth portfolios.
Develops, recommends, and directs the execution of programs designed to achieve investment objectives for specific individual clients.
Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change.
Maintains an integral presence with the local client facing team to ensure communication of client requirements and coordinate portfolio activity.
Leads others to solve complex problems and uses analytical thought to identify innovative solutions.