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Senior Investment Associate
Northern Trust. Create client presentations that are comprehensive, review performance, highlight the team’s outlook, and can include special subject discussions .
About the role
Key responsibilities & impact- Create client presentations that are comprehensive, review performance, highlight the team’s outlook, and can include special subject discussions
- Assist with the development of custom investment portfolios that meet client objectives, portfolio trading/rebalancing, and participate in client communication and meetings
- Assess portfolio performance relative to benchmarks
- Evaluate and recommend investment manager changes
- Conduct asset allocation analysis for clients
- Support new business efforts and occasionally participate in presentations
- Assist with compliance reviews
Requirements
What you’ll need- Completion of a four-year college degree program is required or equivalent work experience
- Any major is acceptable; business, economics, accounting, and finance are preferred
- Candidates with prior experience in financial services as an investment associate are preferred
- Enrolled in or willingness to enroll in and complete the CFA or CIMA program is desirable
Benefits
Comp & perks- Flexible working hours
- Collaborative work culture
- Opportunities for career mobility
- Recognized for financial strength and stability
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio tradingportfolio rebalancingasset allocation analysisperformance assessmentinvestment manager evaluation
Soft Skills
client communicationpresentation skillsteam collaboration
Certifications
CFACIMA