Portfolio Advisor

Northern Trust Corporation

Not specified; not specified; not specified
Not specified (flexible work culture implied)
6 to 8 years of investment experience
Knowledge of portfolio management theory
Understanding of accounting and financial principles
Northern Trust Corporation is seeking a Portfolio Advisor to manage investment activities for personal trusts and individual portfolios, leveraging their extensive financial expertise and commitment to client service. The role requires significant investment experience and proficiency in portfolio management, as well as strong communication and analytical skills to develop tailored investment strategies

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 analyze and plan overall investment strategies while working closely with the broader client service team to identify opportunities.
  • Northern Trust offers a flexible and collaborative work culture where movement within the organization is encouraged.

Matching Summary

Match Score: 85

Northern Trust Corporation is seeking a Portfolio Advisor to manage investment activities for personal trusts and individual portfolios, leveraging their extensive financial expertise and commitment to client service. The role requires significant investment experience and proficiency in portfolio management, as well as strong communication and analytical skills to develop tailored investment strategies.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 6 to 8 years of investment experience
  • Knowledge of portfolio management theory
  • Understanding of accounting and financial principles

Nice-to-have

  • Strong decision making and negotiating skills
  • Ability to work in a collaborative culture
  • Proficiency with new investment tools and capabilities

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter