Northern Trust is a globally recognized, award-winning financial institution with over 130 years of experience serving sophisticated clients
Job Summary
Northern Trust is a globally recognized, award-winning financial institution with over 130 years of experience serving sophisticated clients.
The Senior Investment Associate plays a critical role in supporting Portfolio Advisors by preparing materials, coordinating meetings, and ensuring accuracy across deliverables.
Northern Trust offers a flexible and collaborative work culture with opportunities for career movement and a commitment to community service.
Matching Summary
Northern Trust is a globally recognized, award-winning financial institution with over 130 years of experience serving sophisticated clients.
Skills & Requirements
Must-have
investment operations support
client service for high-net-worth clients
preparing client-facing presentation materials
monitoring investment and trade activity
proficiency in Microsoft Excel and PowerPoint
compliance task coordination
Nice-to-have
strong analytical and organizational skills
interest in investment industry
collaborative work culture
attention to detail
ability to manage multiple deadlines
Key Requirements
2–3 years investment operations or client service experience