The key responsibilities of the role include:
Assists Sr. Portfolio manager on the team in managing and evaluating larger, more complex investment accounts.
Operates within the framework of the underlying document, working with the manager to develop strategies designed to achieve specific investment goals.
Manages investment activities for a full set of small to medium sized revenue producing accounts, which range from common trust funds to individual assets.
Manages accounts with managerial input regarding investment decisions.
Works with manager to develop and direct the execution of programs designed to achieve investment objectives for a moderate sized account or family relationships.
Consults with manager and personal trust partners to identify the purpose or intentions of the trust/agency agreement and the level of investment authority granted to the trustee/agent.
Seeks managerial guidance to develop individual investment strategies for each assigned account, based on account circumstances and investment policy guidelines.
Maintains extensive contact with personal trust relationship managers, to ensure communication of trust/agency requirements, and coordinate portfolio activity.
Calls client to discuss possible investment changes or assess account circumstances.
Develops knowledge of investment strategies and instruments through contact with the investment research area and other industry professionals, as well as through personal education and research.
Serves on ad hoc committees of investment services staff as requested.
Works with personal financial planning staff to develop new investment business.
Ensures the completion of processing needs relative to the administration of assigned accounts. Researches discrepancies involved with investment processing.
The successful candidate will benefit from having:
Minimum 3 to 5 years' experience in investment services in the financial services industry.
Knowledge of investment, economic and financial principles, usually acquired through completion of a formal degree program, is
required to manage investment activities.
Analytical and interpretive skills are needed to understand client needs in the context of investment strategies.
Advanced degree or CFA or other professional designation
About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and ethical companies. Build your career with us and apply today.