Sr Investment Associate

Northern Trust

Not specified; not specified; not specified
Onsite
Excellent written and verbal communication skills
Strong analytical and organizational skills
Proficiency in microsoft excel and powerpoint
The Senior Investment Associate partners closely with Portfolio Advisors to deliver proactive, high-quality service to high-net-worth clients

Job Summary

  • The Senior Investment Associate partners closely with Portfolio Advisors to deliver proactive, high-quality service to high-net-worth clients.
  • This role requires maintaining client confidence by ensuring accuracy, timeliness, and attention to detail across all deliverables.
  • Northern Trust offers a flexible and collaborative work culture where financial strength emboldens employees to explore new ideas.

Matching Summary

The Senior Investment Associate partners closely with Portfolio Advisors to deliver proactive, high-quality service to high-net-worth clients.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Excellent written and verbal communication skills
  • Strong analytical and organizational skills
  • Proficiency in Microsoft Excel and PowerPoint
  • 2–3 years of investment operations experience
  • Bachelor's degree in business or finance

Nice-to-have

  • Working knowledge of FactSet and Bloomberg
  • Candidates pursuing the CFA designation
  • Positive solutions-oriented attitude
  • Interest in the investment industry
  • Experience with compliance-related tasks

Key Requirements

  • 2–3 years of relevant experience
  • Bachelor's degree required
  • Onsite office-based work required

Work Rights

Not specified

Tailored Resume

Cover Letter