Northern Trust

Associate Portfolio Advisor

Northern Trust$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2–5+ years of relevant investment experience
  • Strong understanding of portfolio construction and financial markets
  • Strong analytical and communication skills
  • Team-oriented with attention to detail
  • Progress toward CFA/CFP preferred

Responsibilities

  • Support ongoing management including asset allocation implementation, rebalancing, and trade execution
  • Monitor portfolios for alignment with client objectives and risk parameters
  • Assist in implementation of traditional and alternative investments
  • Prepare client-ready reporting, performance analysis, and asset allocation reviews
  • Participate in client meetings and provide portfolio insights
  • Collaborate across investment, advisory, and planning teams
  • Adhere to investment guidelines and support risk management processes

Benefits

  • Hands-on portfolio management across UHNW relationships
  • Exposure to alternatives and complex portfolios
  • Work within a ~$3B investment platform
  • Increasing responsibility including client ownership
  • Collaborative, high-performing team
  • Competitive compensation aligned with experience and impact
Full Job Description

Associate Portfolio Advisor – Family Office Solutions

About the Role

We are seeking a highly motivated investment professional to join our Family Office Solutions team as an Associate Portfolio Advisor. This role offers a unique opportunity to work directly with ultra-high-net-worth (UHNW) individuals and families, supporting the management of complex, multi-asset class portfolios.

As part of a collaborative team overseeing approximately $3 billion in client assets, you will play a key role in portfolio management, implementation, and client service. This position is designed for an early- to mid-career professional seeking meaningful responsibility, accelerated development, and the opportunity to contribute directly to sophisticated client portfolios.

This role is well-suited for candidates with a strong investment foundation who are ready to take the next step toward deeper portfolio ownership and client-facing responsibility in a high-performing team environment.

Key Responsibilities

Portfolio Management & Execution
- Support ongoing management including asset allocation implementation, rebalancing, and trade execution
- Monitor portfolios for alignment with client objectives and risk parameters
- Assist in implementation of traditional and alternative investments

Portfolio Reporting & Analytics
- Prepare client-ready reporting, performance analysis, and asset allocation reviews
- Support investment recommendations and translate data into insights

Client Engagement & Relationship Management
- Participate in client meetings and provide portfolio insights
- Take on primary responsibility for select client relationships

Team-Based Client Delivery
- Collaborate across investment, advisory, and planning teams

Risk Management & Controls
- Adhere to investment guidelines and support risk management processes

Qualifications

- 2–5+ years of relevant investment experience
- Strong understanding of portfolio construction and financial markets
- Strong analytical and communication skills
- Team-oriented with attention to detail
- Progress toward CFA/CFP preferred

Why This Opportunity

- Hands-on portfolio management across UHNW relationships
- Exposure to alternatives and complex portfolios
- Work within a ~$3B investment platform
- Increasing responsibility including client ownership
- Collaborative, high-performing team
- Competitive compensation aligned with experience and impact

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ

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