Investment Associate
- Recruiter
- Northern Trust
- Location
- New York, United States
- Salary
- Unspecified
- Posted
- 09 Jun 2022
- Closes
- 09 Jul 2022
- Ref
- 97483
- Contract type
- Permanent
- Hours
- Full time
- Experience level
- Qualified accountant
Job Summary:
The Investment Associate role is the first step on a career path in investments at Northern Trust. It is a great opportunity to learn all aspects Northern Trust’s investment capabilities and Goals Driven Wealth Management approach.As an Investment Associate, you will work with Portfolio Managers (PMs) within client service teams to consistently deliver a high level of proactive client service and support.
You will be expected to learn and support your PM’s daily workflow. This includes analyzing investment themes, communicating effectively with clients and internal partners, tracking trade activity from execution to settlement, researching and resolving account/operational investment discrepancies, analyzing and insuring accuracy of investment performance results, proofing and coordinating presentation materials used in meetings with high net worth clients.
Investment Associates play a critical role in delivering a great client experience, and the appropriate person will understand the importance of accuracy and timeliness.
The key responsibilities of the role include:- Coordinate preparation of asset allocation analyses and presentation materials for existing and prospective clients.
- Monitor and take ownership of all compliance related duties and follow-up procedures, including consulting with PMs on deficiencies and communicating with clients to eliminate exceptions.
- Participate in client meetings with the PM and other members of the client service team. Duties range from insuring our records are complete for compliance purposes to providing equity and fixed income research needed for discussion with clients to inform them of investment decisions and transactions in their accounts.
- Monitor PMs’ desks in their absence. Distribute investment research and portfolio construction information when and where appropriate.
- Work on special projects as assigned.
- Investment Associates work with multiple family relationships. Strong organizational skills are essential to understand each family’s particular circumstances.
- Investment Associates should have a basic understanding of financial markets and a desire to learn more.
- The ideal candidate should have 1-3 years of investment or personal trust client servicing experience. Undergraduate degree in business, finance, economics or equivalent relevant work experience is highly preferred.
- Analytical and organizational skills are needed to meet deadlines and solve client or administrative problems. Excellent technical skills, including advanced Excel skills are required as well as Powerpoint. A passion for the investment business and excellent communication skills.
- Preference toward candidates pursuing a CFA.
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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