Northern Trust Corp
Senior Investment Associate
Northern Trust Corp, Tampa, Florida, us, 33646
Senior Investment AssociateLocation: Tampa, FL
Time Type: Full time
Posted On: Posted Yesterday
Job Requisition ID: R132490
About Northern Trust:
Northern Trust, a Fortune 500 company, is 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 by remaining true to our enduring principles of service, expertise, and integrity.
Position OverviewThis is an office-based position, and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
The Senior Investment Associate will be responsible for all administrative aspects of a portfolio, including file setup on client accounts, ordering reports, processing physical stock and/or bond certificates, and preparing materials for client review meetings. The role involves supporting investment management clients and Investment Advisors, formulating proactive recommendations, and demonstrating mastery knowledge of the Goals Driven Wealth Management (GDWM) tool.
Key Responsibilities include:
Ensures that portfolio materials are prepared for account review meetings with clients.
Sets up files with account documentation for existing or new clients.
Orders reports for portfolio managers or clients as requested.
Communicates with clients and portfolio managers on client requests.
Interacts with partners administratively on a daily basis regarding client relationships.
Works with the tax area to research discrepancies and oversee adjustments on client accounts.
Responds to client inquiries for account information or to initiate transactions requested by the client.
Processes client cash transfer requests and fund trades.
Reviews and analyzes fee worksheets to ensure proper fee calculations.
Adheres to National Investment Guidelines and observes sound risk management practices.
Begins to proactively make recommendations to support the Investment Advisors and participate in client meetings.
Demonstrates mastery knowledge of the GDWM tool.
Solves problems in straightforward situations and analyzes possible solutions.
Impacts the quality of own work and the work of others on the team.
Works within guidelines and policies.
Qualifications:
Knowledge of investment products, services, and terminology.
Strong analytical, organizational, and communication skills.
Coursework completion towards obtaining a CFA or CFP designation.
1-3 years of experience within the financial services industry.
Provides informal guidance to new team members.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve. Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About UsLooking for greater?You found it.A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility, and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.
Equal Employment Opportunity StatementsEqual Opportunity Employer
Northern Trust is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.
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Time Type: Full time
Posted On: Posted Yesterday
Job Requisition ID: R132490
About Northern Trust:
Northern Trust, a Fortune 500 company, is 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 by remaining true to our enduring principles of service, expertise, and integrity.
Position OverviewThis is an office-based position, and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
The Senior Investment Associate will be responsible for all administrative aspects of a portfolio, including file setup on client accounts, ordering reports, processing physical stock and/or bond certificates, and preparing materials for client review meetings. The role involves supporting investment management clients and Investment Advisors, formulating proactive recommendations, and demonstrating mastery knowledge of the Goals Driven Wealth Management (GDWM) tool.
Key Responsibilities include:
Ensures that portfolio materials are prepared for account review meetings with clients.
Sets up files with account documentation for existing or new clients.
Orders reports for portfolio managers or clients as requested.
Communicates with clients and portfolio managers on client requests.
Interacts with partners administratively on a daily basis regarding client relationships.
Works with the tax area to research discrepancies and oversee adjustments on client accounts.
Responds to client inquiries for account information or to initiate transactions requested by the client.
Processes client cash transfer requests and fund trades.
Reviews and analyzes fee worksheets to ensure proper fee calculations.
Adheres to National Investment Guidelines and observes sound risk management practices.
Begins to proactively make recommendations to support the Investment Advisors and participate in client meetings.
Demonstrates mastery knowledge of the GDWM tool.
Solves problems in straightforward situations and analyzes possible solutions.
Impacts the quality of own work and the work of others on the team.
Works within guidelines and policies.
Qualifications:
Knowledge of investment products, services, and terminology.
Strong analytical, organizational, and communication skills.
Coursework completion towards obtaining a CFA or CFP designation.
1-3 years of experience within the financial services industry.
Provides informal guidance to new team members.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve. Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About UsLooking for greater?You found it.A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility, and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.
Equal Employment Opportunity StatementsEqual Opportunity Employer
Northern Trust is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.
#J-18808-Ljbffr