Portfolio Advisor
Northern TrustPhoenix, Arizona, United States
Posted April 3, 2026
Full Time
About the Company
Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Job Description
Manage investment activities for a set of major fee revenue producing accounts, assist in developing and recommending investment strategies, and analyze and plan overall investment strategy. Develop an influential presence within the local client facing team and clients to ensure communication of client requirements and coordinate portfolio activity.
Requirements
- Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces
- Decision making, sales, and negotiating skills
- In-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines
- Minimum 6 to 8 years of investment experience with consistent long term investment performance
- Acts as a resource for colleagues with less experience