Strategic Portfolio Advisor

Northern Trust; United States; On-site; USD 115,000 - 195,000; Full time

Benefits offered by this job

Retirement benefits (401k and pension)

Health and welfare benefits (medical,

Paid time off

Discretionary bonus

Job summary

Northern Trust is seeking a seasoned investment professional to manage investments for major fee-based accounts and contribute to developing objectives aligned with client needs. You will collaborate with Investment Advisors to refine strategies and coordinate with the broader client service team, enhancing portfolio outcomes.

The role emphasizes proficiency with investment tools, adherence to guidelines, and proactive engagement with leadership to support national initiatives and training.

Qualifications

• Knowledge of investment and portfolio management theory.
• Analytical and interpretive skills to understand client needs.
• Requires in-depth conceptual and practical knowledge in own job discipline.

Responsibilities

• Manages investment activities for a growing set of major fee revenue producing accounts.
• Assists in development and recommendations of designed to achieve investment objectives for specific clients.
• Collaborates with Investment Advisors to align with overall investment strategy and client needs.
• Develops an influential presence with the local client-facing team and communicates client requirements.

Skills

Investment theory

Portfolio management

Analytical skills

Investment strategies

Job description

Northern Trust is seeking a seasoned investment professional to manage investments for major fee-based accounts and contribute to developing objectives aligned with client needs. You will collaborate with Investment Advisors to refine strategies and coordinate with the broader client service team, enhancing portfolio outcomes.

The role emphasizes proficiency with investment tools, adherence to guidelines, and proactive engagement with leadership to support national initiatives and training.