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Portfolio Advisor at Northern Trust - ApplyBlast

Portfolio Advisor

Northern Trust

4 months ago

3.7 on Glassdoor

Chicago, IL

Onsite

Full Time

Senior

0 applicants

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About this role

A Portfolio Advisor at Northern Trust manages investment activities for high net worth and ultra-high net worth personal trusts within the Family Office Solutions team. The role involves analyzing investment strategies, coordinating with the client service team, developing an influential client-facing presence, and adhering to national investment guidelines and risk management practices.

Responsibilities

Manages investment activities for high net worth personal trusts
Analyzes and plans overall investment strategies for clients
Develops influential presence within client-facing and external teams
Ensures adherence to national investment guidelines and risk management
Provides continuous feedback on improvement areas to leadership

Skills

Qualifications

CFA preferredMinimum 6 to 8 years of investment experience

About Northern Trust

northerntrust.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1889

View Profile

Northern Trust is a financial services firm guided by founding principles of service, expertise, and integrity since 1889. The company offers wealth management, asset servicing, and investment solutions tailored to the needs of individuals, families, and institutions. Its clients include family offices, financial advisors, investment managers, pension funds, nonprofits, and sovereign entities, among others.