Wealth Management Investment Associate II

001 The Northern Trust Company; Chicago (IL); On-site; USD 68,000 - 112,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Job summary

The Northern Trust Company is seeking an Investment Associate II to support Wealth Management teams in Chicago. You will prepare portfolio reviews, assist PAs with client communications, and help ensure accurate processing from execution to settlement, while maintaining compliance and timely service.

The role emphasizes investment knowledge, strong communication, and teamwork within a high‑service client environment. CFA/CFP or MBA pursuit is welcomed.

Qualifications

• Foundational understanding of financial markets and investments.
• Knowledge of investment products, services and terminology.
• Strong oral and written presentation skills.
• Strong analytical, organizational and problem‑solving skills.
• Proficiency in MS Office with advanced Excel.
• Undergraduate degree in business, finance or economics.
• CFA/CFP or MBA pursuit is desirable.

Responsibilities

• Assist in preparing portfolio review and market outlook materials for client meetings.
• Ensure timely and accurate completion of materials under tight deadlines.
• Resolve account-specific and operational action items and follow-up on corporate actions.
• Monitor compliance duties and follow-up procedures.
• Collaborate with Portfolio Advisors on client documentation and requests.
• Support GDWM data gathering and scenario planning.

Skills

Oral and written communication

Analytical skills

Presentation skills

Education

Undergraduate degree in business, finance or economics

Pursuing CFA/CFP or MBA

Tools

MS Office

Excel

Job description

The Northern Trust Company is seeking an Investment Associate II to support Wealth Management teams in Chicago. You will prepare portfolio reviews, assist PAs with client communications, and help ensure accurate processing from execution to settlement, while maintaining compliance and timely service.

The role emphasizes investment knowledge, strong communication, and teamwork within a high‑service client environment. CFA/CFP or MBA pursuit is welcomed.