Associate Personal Investment Portfolio Manager

Northern Trust Florida , PR 00650

Posted 2 months ago

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.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Associate

HCL Technologies Ltd.

Posted 6 days ago

VIEW JOBS 10/11/2019 12:00:00 AM 2020-01-09T00:00 Role Responsibilities: * Understands and implements the Bank's program and project management frameworks and methodologies to ensure a consistent approach to delivery is taken across the portfolio through the use of appropriate management tools, processes and practices * Work with Program Manager on updating and following through on execution of delivery plan including setting up of approved project information, budgets, resources and deliverables * Provide program manager with relevant and timely updates on project progress as required to maintain adequate governance and ensures compliance to tollgates * Works with appropriate stakeholders to ensure accuracy in financial reporting and ensure tracking and monitoring of actuals to budget * Facilitates key project planning activities such as Book of Work processes providing process support, reporting and reconciliation to 'Change the Bank' ('CTB') leads * Provides Executive Level Reporting to fulfil stakeholder requirements on progress against key criteria such as cost, schedule, risks, issues and benefits. * Proactively highlights and, where appropriate, escalates key delivery risks and issues to Program Manager – providing an independent view of project and program health Experience: * Demonstrable experience a PMO team * Experience working in a Technology PMO of a large Financial Institution or Bank preferred * Team player with strong communication skills * Good understanding of Software Development Life Cycle (SDLC) as well as technology program delivery methodologies * Understanding of Investment Banking, particularly Global Markets would be an advantage * Experience in managing project financials * Experience in formulating resourcing strategies is a plus * You should be organized and structured with the ability to provide attention to detail * You must be flexible and comfortable in an international environment / matrix organization with diverse senior stakeholders at different levels of the organization Education/Certification: Undergraduate degree from an accredited college or university (1.) To effectively manage cross functional teams to complete requirement analysis, solution identification, plan/ lead project deliverables (2.) To ensure customer satisfaction for project deliverable quality and security norms (3.) To prepare and submit weekly project status reports to confirm project progress to the customer (4.) To ensure that the project solutions/deliverables adhere to Global Project Management framework and methodology compliance (5.) To analyse and submit P&L reports of the project to the customer HCL Technologies Ltd. Florida PR

Associate Personal Investment Portfolio Manager

Northern Trust