Northern Trust is seeking an Investment Associate to support Portfolio Advisors in delivering exceptional wealth management services. The ideal candidate will have strong attention to detail, excellent communication skills, and proficiency in Microsoft Excel, along with relevant experience in the financial services industry
Job Summary
The Investment Associate will act as primary support for a team of Portfolio Advisors, performing multiple investment-related and client service activities for Wealth Management clients.
Northern Trust is a Fortune 500 company with over 130 years of experience serving the world's most sophisticated clients using leading technology and exceptional service.
The role offers a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, and a discretionary bonus program that may include an equity component.
Matching Summary
Match Score: 85
Northern Trust is seeking an Investment Associate to support Portfolio Advisors in delivering exceptional wealth management services. The ideal candidate will have strong attention to detail, excellent communication skills, and proficiency in Microsoft Excel, along with relevant experience in the financial services industry.
Salary
Base: $55,800 - $89,400 USD; Bonus/Equity: Discretionary bonus program potentially including equity; Benefits: Comprehensive package including 401k, pension, medical, dental, vision, and paid time off
Skills & Requirements
Must-have
High proficiency in Microsoft Excel
Excellent oral and written communication skills
Strong attention to detail
Knowledge of investment products and terminology
Ability to work onsite in office
Nice-to-have
Experience in financial services industry
Team-oriented collaborative work style
Problem-solving for atypical situations
Quick learning of new computer systems
Key Requirements
Previous years of experience within financial services industry highly valued
Coursework completion towards obtaining CFA or CFP designation