Senior Investment Associate

Responsibilities

• Prepare, proof, and coordinate presentation materials for existing and prospective high-net-worth clients
• Support client meetings by coordinating required technology and ensuring all materials are accurate and complete
• Monitor and take ownership of compliance-related tasks, including resolving exceptions with clients
• Track investment and trade activity from execution through settlement and resolve operational discrepancies
• Analyze investment themes, performance results, and related data to support client communications
• Monitor capital structure offers and ensure all related deadlines are met
• Communicate relevant research and recommendations to Portfolio Advisors in a timely manner
• Provide coverage for Portfolio Managers’ desks as needed, including distributing research and portfolio construction information

Requirements

• 2–3 years of experience in investment operations, client service, or personal trust servicing
• Bachelor’s degree in business, finance, economics, or a related field
• Bilingual in Spanish
• Proficiency in Microsoft Excel (advanced functions preferred) and PowerPoint
• Strong analytical, organizational, and written/verbal communication skills
• Broad understanding of financial markets and investment concepts

Preferred Qualifications

• Working knowledge of FactSet or Bloomberg
• Candidates pursuing the CFA designation

About the Company

Northern Trust is a Fortune 500 company and a globally recognized, award-winning financial institution that has been in continuous operation since 1889. We provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions through our enduring principles of service, expertise, and integrity.