Portfolio Advisor

Northern Trust

Not specified; not specified; not specified
6 to 8 years of investment experience
Knowledge of portfolio management theory
Proficiency with new investment strategies
The role involves managing investment activities for a full set of major fee revenue producing accounts representing small to mid-sized personal trusts

Job Summary

  • The role involves managing investment activities for a full set of major fee revenue producing accounts representing small to mid-sized personal trusts.
  • Candidates must demonstrate proficiency with new investment strategies, tools, and capabilities through regular engagement with national practices.
  • Northern Trust offers a flexible and collaborative work culture where financial strength emboldens the exploration of new ideas.

Matching Summary

The role involves managing investment activities for a full set of major fee revenue producing accounts representing small to mid-sized personal trusts.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 6 to 8 years of investment experience
  • Knowledge of portfolio management theory
  • Proficiency with new investment strategies

Nice-to-have

  • Influential presence within local client team
  • Collaborative work culture
  • Ability to solve complex problems

Key Requirements

  • Minimum 6 to 8 years of investment experience
  • Formal education in investment and accounting principles
  • Adherence to National Investment Guidelines

Work Rights

Not specified

Tailored Resume

Cover Letter