Wealth Management Investment Associate II – Portfolio Support

Northern Trust Corp.; 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

Discretionary bonus program

Job summary

Northern Trust is seeking an Investment Associate II for its Wealth Management team in Chicago. You will support Portfolio Advisors with portfolio reviews, market outlooks and client communications, ensuring accurate and timely service for high-net-worth clients.

You will develop fluency in Northern Trust’s GDWM tools, learn investment platforms, and assist in client meetings while expanding your knowledge of investment philosophy and asset allocation strategies.

Qualifications

• Foundational understanding of financial markets and passion for 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.

Responsibilities

• Assist in the preparation of portfolio review and market outlook material for client meetings.
• Resolve account specific and operational action items and discrepancies, including follow-up on corporate actions.
• Monitor compliance duties and follow-up procedures; communicate with clients and PAs.
• Track securities trade activity from execution to settlement and assist in documentation.
• Participate in GDWM client presentations and learn portfolio modeling.

Skills

Financial markets understanding

Investment products knowledge

Presentation skills

Analytical/problem solving

MS Office / Excel

Education

Bachelor's degree in finance/economics/business

Tools

MS Office

Excel

Job description

Northern Trust is seeking an Investment Associate II for its Wealth Management team in Chicago. You will support Portfolio Advisors with portfolio reviews, market outlooks and client communications, ensuring accurate and timely service for high-net-worth clients.

You will develop fluency in Northern Trust’s GDWM tools, learn investment platforms, and assist in client meetings while expanding your knowledge of investment philosophy and asset allocation strategies.