Investment Associate - FIA
- Recruiter
- Northern Trust
- Location
- Miami, Florida, United States
- Salary
- Unspecified
- Posted
- 24 May 2022
- Closes
- 08 Jun 2022
- Ref
- 97576
- Job role
- Compliance/risk, Financial accountant, Financial analyst, Financial planning & analysis, Management accountant
- Contract type
- Permanent
- Hours
- Full time
- Experience level
- Qualified accountant
Job Summary:
Senior Investment Associates in Northern Trust’s Foundation and Institutional Advisors (FIA) practice support Portfolio Managers efforts with managing client relationships and overseeing the investment programs for discretionary Outsourced Chief Investment Officer (OCIO) with portfolios of $10-$500 million. The FIA practice’s client base includes a mix of foundations, endowments, healthcare firms and associations. Senior Investment Associate is a key player and requires the ability to perform a variety of tasks in a fast-paced environment and be comfortable speaking to clients/investment committees.
Primary Responsibilities:
- 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.
Senior Investment Associates is responsible for developing relationships with clients and handling many of the routine investment related and client relationship tasks to allow the portfolio manager to focus on their responsibilities.
Qualifications:
Completion of a four-year college degree program is required or equivalent work experience. Any major is acceptable however business, economics, accounting, and finance are preferred. Candidates should have prior experience in financial services and experience as an investment associate role is strongly preferred. Enrolled in or willingness to enroll in and complete the CFA or CIMA program is desirable.
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve.
We recognize the value of inclusion and diversity in culture, in thought, and inexperience, and would love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. Build your career with us and apply today.
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