Sr. Investment Associate

Northern Trust

Client-facing material preparation
Investment and trade activity tracking
Compliance monitoring and resolution
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 partners closely with Portfolio Advisors to deliver proactive, high-quality service to high-net-worth clients, supporting day-to-day workflow and ensuring accuracy in all deliverables.
  • As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization committed to assisting communities and encouraging movement within the company.

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

  • Client-facing material preparation
  • Investment and trade activity tracking
  • Compliance monitoring and resolution
  • Financial markets understanding
  • Microsoft Excel and PowerPoint proficiency

Nice-to-have

  • Proactive risk mitigation
  • Collaborative work culture
  • Interest in investment industry
  • Pursuing CFA certification

Key Requirements

  • 2-3 years of experience
  • Bachelor's degree or equivalent experience
  • CFA pursuit preferred

Work Rights

Not specified

Tailored Resume

Cover Letter