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Portfolio Advisor at Northern Trust - ApplyBlast

Portfolio Advisor

Northern Trust

4 months ago

3.7 on Glassdoor

New York, NY

Onsite

Full Time

Senior

0 applicants

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About this role

This role manages investment activities for major fee-revenue producing high net worth personal trusts and individual investment portfolios. The position involves developing execution programs for specific client objectives, analyzing investment strategies, and generating new business in conjunction with sales teams. It requires maintaining an influential presence within the local client-facing team while adhering to national investment guidelines and risk management practices.

Responsibilities

Manage investment activities for high net worth client portfolios
Develop and direct execution programs for specific investment objectives
Generate new business in conjunction with sales and relationship teams
Analyze and plan overall investment strategies based on client needs
Coordinate portfolio activity with legal and external consultants

Skills

About Northern Trust

northerntrust.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1889

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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.