Strategic Investment Associate — Client-Focused

Northern Trust Corp; Naples (FL); Hybride; USD 85 000 - 110 000; Plein temps

Résumé du poste

Northern Trust Corp in Naples, FL is seeking a Sr Investment Associate to support portfolio materials preparation, client communications, and trade processing. The role involves interacting with Investment Advisors and clients, and leveraging knowledge of investment products to assist in meeting client needs.

Candidates typically have 1–3 years in financial services and are pursuing CFA/CFP credentials. A strong emphasis on accuracy, organization, and professionalism in client interactions is

Qualifications

• 1-3 years of experience within the financial services industry.
• Coursework toward CFA or CFP designation.
• Knowledge of investment products, services and terminology.

Responsabilités

• Prepare portfolio materials for client review meetings.
• Set up files with account documentation for clients.
• Process client cash transfer requests and trade orders.
• Communicate with clients and Investment Advisors on requests.

Connaissances

Investment knowledge

Analytical skills

Communication skills

Financial services experience

Formation

CFA/CFP coursework

Outils

GDWM tool

Description du poste

Northern Trust Corp in Naples, FL is seeking a Sr Investment Associate to support portfolio materials preparation, client communications, and trade processing. The role involves interacting with Investment Advisors and clients, and leveraging knowledge of investment products to assist in meeting client needs.

Candidates typically have 1–3 years in financial services and are pursuing CFA/CFP credentials. A strong emphasis on accuracy, organization, and professionalism in client interactions is