Senior Investment Associate

Northern Trust

Senior Investment Associate supporting Portfolio Managers in all aspects of client investment management. Ensuring smooth operations and responding proactively to client needs in a dynamic financial environment.

Posted 6/17/2026full-timeAtlanta • Washington • 🇺🇸 United StatesSenior💰 $70,490 - $119,890 per yearWebsite

About the role

Key responsibilities & impact

Support Portfolio Managers in all aspects of portfolio management and client servicing
Prepare and proof client presentation materials
Track trade activity from entry through execution and settlement
Conduct investment research and assist in developing portfolio recommendations
Respond to client inquiries and support transaction requests

Requirements

What you’ll need

Bachelor’s degree in finance, Economics, Business, or related field (or equivalent experience) is preferred
1–3+ years of experience in investment management, wealth management, or financial services
Advanced analytical, organizational, and problem-solving skills
Proficiency in Microsoft Office and experience working with investment and portfolio management systems
Progress toward or interest in CFA or CFP certification strongly preferred

Benefits

Comp & perks

retirement benefits (401k and pension)
health and welfare benefits (medical, dental, vision, spending accounts and disability)
paid time off
parental and caregiver leave
life & accident insurance
other voluntary and well-being benefits
discretionary bonus program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment managementwealth managementfinancial servicesanalytical skillsorganizational skillsproblem-solving skillsportfolio managementinvestment research

Soft Skills

client servicingcommunication skills

Certifications

CFACFP