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Portfolio Advisor at Northern Trust - ApplyBlast

Portfolio Advisor

Northern Trust

4 days ago

3.7 on Glassdoor

Phoenix, Arizona, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Portfolio Advisor manages investment activities for a full set of major fee revenue producing accounts, typically representing small to mid-sized personal trusts and individual portfolios. The role involves assisting in the development and recommendations of investment strategies to achieve specific client objectives, analyzing and planning overall investment strategies, and ensuring effective communication with the client-facing team and external stakeholders. The position requires proficiency with new investment strategies, tools, and portfolio research methodologies, while adhering to best practices and national investment guidelines.

Responsibilities

Manage investment activities for major fee revenue producing accounts
Develop and recommend investment strategies to achieve client objectives
Analyze and plan overall investment strategy with continuous revision

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.