Prepare, proof, and coordinate presentation materials for existing and prospective clients.
Support client meetings by coordinating required technology and ensuring materials are accurate and complete.
Monitor and take ownership of compliance‑related tasks and follow‑up procedures, including consulting with PAs on deficiencies and communicating with clients to resolve exceptions.
Track investment and trade activity from execution through settlement; research and resolve account or operational discrepancies.
Analyze investment themes, performance results, and related data to support client communications and internal discussions.
Monitor current and outstanding capital structure offers and ensure all related deadlines are met.
Communicate relevant research, recommendations, and offer information to PAs in a timely manner.
Provide coverage for Portfolio Managers' desks as needed, including distributing research and portfolio construction information.
Adhere to Portfolio Advisor guidelines and proactively identify opportunities to mitigate risk and prevent errors.
Requirements
Required Skills and Experience
Excellent written and verbal communication skills.
Strong analytical and organizational skills with the ability to manage multiple deadlines.
Broad understanding of financial markets and investment concepts, developed through prior experience or on‑the‑job training.
Proficiency in Microsoft Excel (advanced functions preferred) and PowerPoint; working knowledge of FactSet and Bloomberg is highly preferred.
2-3 years of experience in investment operations, client service, or personal trust servicing.
Bilingual Spanish
Education and Credentials
Bachelor's degree in business, finance, economics, or a related field, or equivalent relevant work experience.
Strong interest in the investment industry; candidates pursuing the CFA are preferred.
Work Environment
This is an office-based position. Duties and responsibilities must be performed onsite to support effective collaboration and client service.
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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 is an asset that 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.
Benefits
Flexible schedule
Additional Information
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.
Northern Trust is proud to 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. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Senior Investment Associate
The Senior Investment Associate partners closely with Portfolio Advisors (PAs) and client service teams to deliver proactive, high‑quality service to high‑net‑worth clients. This role supports the day‑to‑day workflow of PAs by preparing client‑facing materials, coordinating meeting logistics and technology, and providing analytical and operational support related to investment activity.
The Senior Investment Associate plays a critical role in maintaining client confidence by ensuring accuracy, timeliness, and attention to detail across all deliverables. This position thrives in a highly collaborative, team‑oriented environment and requires a consistently positive, solutions‑oriented attitude. The ideal candidate values partnership, takes pride in supporting colleagues, and is motivated by contributing to strong client and team outcomes.
Ntrs · Miami, FL