Wealth & Portfolio Associate

Northern Trust Corp; San Diego (CA); Hybrid; USD 73,000 - 109,000; Full time

Benefits offered by this job

401k and pension

Health benefits

Paid time off

Discretionary bonus program

Job summary

Northern Trust in the United States is seeking a client-focused investment professional to support wealth management and asset servicing. You will prepare client presentations, create asset allocations, and review performance for accuracy, ensuring requests are handled promptly.

You will collaborate with Portfolio Advisors and the Client Service team, manage routine processes, and help maintain up-to-date client investment guidelines and documentation; strong communication and attention to

Qualifications

• 1+ year relevant work experience.
• Demonstrated interest in investments.
• Initiative, diligence and attention to detail.
• Manages priorities well.

Responsibilities

• Prepares client presentations and ensures portfolio materials are ready for meetings.
• Creates custom asset allocations and reviews performance for accuracy.
• Communicates with clients and Portfolio Advisors on requests.
• Obtains information to facilitate service changes or transactions.
• Handles routine issues independently and collaborates with the Client Service team.

Skills

Relevant work experience

Investment interest

Initiative

Diligence

Attention to detail

Prioritization

Job description

Northern Trust in the United States is seeking a client-focused investment professional to support wealth management and asset servicing. You will prepare client presentations, create asset allocations, and review performance for accuracy, ensuring requests are handled promptly.

You will collaborate with Portfolio Advisors and the Client Service team, manage routine processes, and help maintain up-to-date client investment guidelines and documentation; strong communication and attention to