Northern Trust

Senior Investment Associate

Northern Trust • $90K — $120K *
Miami, FL 33186In-Person
Finance & Insurance
Less than 5 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; business, economics, accounting, or finance preferred.
  • Experience as an investment associate in financial services preferred.
  • Willingness to pursue CFA or CIMA designation is desirable.
  • Strong organizational skills and ability to multitask in a fast-paced environment.
  • Excellent communication skills, comfortable speaking with clients and investment committees.

Responsibilities

  • Develop and maintain relationships with internal teams and clients.
  • Oversee all administrative aspects of client portfolios, including setup and reporting.
  • Create comprehensive client presentations focused on performance and investment outlook.
  • Assist in developing custom investment portfolios and participate in client meetings.
  • Conduct asset allocation analysis and assess portfolio performance against benchmarks.
  • Recommend investment manager changes based on evaluations.
  • Support compliance reviews and assist in new business efforts.

Benefits

  • Flexible hybrid working model with time split between home and office.
  • Opportunity to work with a range of clients including foundations and endowments.
  • Engagement in diverse investment management tasks and direct client interactions.
  • Professional development opportunities through CFA or CIMA program.
  • Involvement in a collaborative team environment across different investment practices.
Full Job Description
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Senior Investment Associates are responsible for developing relationships with internal teams (performance reporting, accounting, trading, technology, alternatives, clients and handling many of the routine investment related and client relationship tasks to allow the portfolio manager to focus on their responsibilities.

Responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, prepares all material for client review meetings. Works independently to support the investment management clients and Senior Investment Advisors. Formulates recommendations proactively to support the Senior Investment Advisors.

Responsible for supporting risk and compliance requirements for the team, including Working diligently to mitigate losses due to error and being mindful of possible contingencies. Coordinating and/or supporting investment or client service teams’ monthly REV and New Account Review processes and documentation (as directed by supervisor).

Senior Investment Associates in Northern Trust’s Foundation and Institutional Advisors (FIA) practice support Senior Portfolio Advisor efforts with managing client relationships and overseeing the investment programs for discretionary Outsourced Chief Investment Officer (OCIO) with portfolios of $10-$500 million. The FIA practice’s client base includes a mix of foundations, endowments, healthcare firms and associations.

The Senior Investment Associate is a key player and requires the ability to perform a variety of tasks in a fast-paced environment and be comfortable speaking to clients/investment committees.

Primary Responsibilities:
  • Create client presentations that are comprehensive, review performance, highlight the team’s outlook, and can include special subject discussions.
  • Assist with the development of custom investment portfolios that meet client objectives, portfolio trading/rebalancing, and participate in client communication and meetings.
  • Assess portfolio performance relative to benchmarks.
  • Evaluate and recommend investment manager changes.
  • Conduct asset allocation analysis for clients.
  • Support new business efforts and occasionally participate in presentations.
  • Assist with compliance reviews.


The successful candidate will benefit from having:

  • Completion of a four-year college degree program is required or equivalent work experience. Any major is acceptable; however, business, economics, accounting, and finance are preferred.
  • Candidates with prior experience in financial services as an investment associate are preferred.
  • Enrolled in or willingness to enroll in and complete the CFA or CIMA program is desirable.

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
Finance & Insurance
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ
NTRS
* Ladders Estimates

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