Senior Investment Associate

Senior Investment Associates at Northern Trust are responsible for developing relationships with internal teams, handling routine investment related and client relationship tasks, and supporting Senior Investment Advisors. They formulate recommendations proactively and work independently to support investment management clients and advisors. Senior Investment Associates in the Foundation and Institutional Advisors (FIA) practice support Senior Portfolio Advisor efforts with managing client relationships and overseeing the investment programs for discretionary Outsourced Chief Investment Officer (OCIO).

Requirements

• Create client presentations that are comprehensive, review performance, highlight the team's outlook, and can include special subject discussions.
• Assist with the development of custom investment portfolios that meet client objectives, portfolio trading/rebalancing, and participate in client communication and meetings.
• Assess portfolio performance relative to benchmarks.
• Evaluate and recommend investment manager changes.
• Conduct asset allocation analysis for clients.
• Support new business efforts and occasionally participate in presentations.
• Assist with compliance reviews.

Benefits

• 401k Matching
• Retirement Plan