Associate, Portfolio Manager

Location
Scottsdale, Arizona, United States
Salary
Unspecified
Posted
26 May 2022
Closes
30 May 2022
Ref
96603
Contract type
Permanent
Hours
Full time
Experience level
Manager

Assists portfolio managers with a full set of revenue producing investment accounts for personal trust relationships and individual investors. Operates within the framework of the underlying document, working with the manager to develop strategies designed to achieve specific investment goals.

  1. Responsible for reviewing and analyzing investment data for formulate investment recommendations for investment managers and clients.
  2. Provides investment management support to a function by processing new account applications and handles account transfers.
  3. Works with manager to develop and direct the execution of programs designed to achieve investment objectives for a moderate sized account or family relationships.
  4. Consults with manager and personal trust partners to identify the purpose or intentions of the trust/agency agreement and the level of investment authority granted to the trustee/agent.
  5. Seeks managerial guidance to develop individual investment strategies for each assigned account, based on account circumstances and investment policy guidelines.
  6. May purchase and sell securities within the scope of authority.
  7. Develops knowledge of investment strategies and instruments through contact with the investment research area and other industry professionals, as well as through personal education and research.
  8. Coordinate activities with back office partners and with Trust Advisors (raising cash in client accounts, cost basis, opening sub accounts).
  9. Works with personal financial planning staff to develop new investment business.
  10. Ensures the completion of processing needs relative to the administration of assigned accounts. Researches discrepancies involved with investment processing.
  11. Assist in reporting new business in Salesforce
  12. Complete ad hoc research projects and assist with office initiatives
  13. Ensures the completion of processing needs relative to the administration of assigned accounts. Responsibilities include investment objective updates, alternative investment subscription/redemption process and corporate actions.
  14. Assist with presentations- printing documents and creating online PDF’s.

Qualifications

  • Minimum of 2 to 4 years of experience in investment services within the financial services industry.
  • Knowledge of investment, economic and financial principles, usually acquired through completion of a formal degree program, is required to manage investment activities.
  • Analytical and interpretive skills are needed to understand client needs in the context of investment strategies.
  • Excellent oral and written communication skills are required.
  • Technical skills/systems knowledge (e.g. Salesforce, Microsoft Office) is preferred.
  • Financial designations preferred but not required if there is sufficient industry experience or academic qualifications.

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With more than 130 years of financial experience and over 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Working with Us:

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’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us and apply today.

For further information, and to apply, please visit our website via the “Apply” button below.

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