Investment Associate

Less than 5 years experience  •  Financial Services

Salary depends on experience
Posted on 11/14/17
Fort Myers, FL
Less than 5 years experience
Financial Services
Salary depends on experience
Posted on 11/14/17

This position is located in Bonita Springs, Florida.
The key responsibilities of the role include: 

  • Working closely with portfolio managers and other partners on the client service team to deliver a consistently high level of proactive client service.
  • Understanding and supporting portfolio managers’ workflow, and providing investment-related assistance to other partners (e.g., trust advisors, wealth strategists, etc.).
  • Interacting with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio.
  • Learning how to use proprietary software and systems and providing local support to clients and partners.
  • Using various systems and databases to request and retrieve reports, investment research, or portfolio construction information, as desired by portfolio managers or requested by clients.
  • Responding to client inquiries for account information and initiating transactions requested by clients and partners. 
  • Communicating with clients and partners regarding the status of requests and ensuring appropriate actions are taken and appropriate follow-up is provided.
  • Researching and resolving account/operational/investment issues or discrepancies (e.g., updating tax cost information for investments).
  • Preparing presentation material for meetings with existing and prospective clients.
  • Tracking trading activity from entry, through execution to settlement.
  • Monitoring current capital structure offers and ensuring that decision deadlines are met.  
  • Proactively communicating with portfolio managers about bond maturities, cash balances, and other account details.
  • Preparing, mailing, tracking, and processing required account related documentation.
  • Providing telephone coverage for portfolio managers and other partners and monitoring portfolio managers’ desks in their absence.

The successful candidate will benefit from having: 

  • The desire and ability to work closely with a team toward shared goals and objectives. 
  • Strong written and verbal communication skills.
  • Analytical and organizational skills required to meet deadlines and solve problems.
  • Personal computer and system application skills.
  • Knowledge of investment products, services, and terminology. 
  • 1-3 years of investment or personal trust client servicing experience.

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
As of September 30, 2017, Northern Trust Corporation had:

  • $131 billion in banking assets
  • $7.8 trillion in assets under custody
  • $9.7 trillion in assets under custody/administration
  • $1.1 trillion in assets under management


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