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Sr Investment Associate
Ntrs
Naples, FLPosted Sep 30, 2026 · 4h ago
SeniorBanking
About this role
As a Sr Investment Associate at Northern Trust, you will play a key role in supporting portfolio managers and ensuring exceptional client service. You will prepare client meeting materials, manage account documentation, and communicate directly with clients to address inquiries and process transactions. This role offers the opportunity to deepen your investment knowledge and contribute to a global leader in wealth management.
What we are looking for
6- Prepare portfolio materials for client review meetings
- Manage client account documentation and set-up
- Communicate with clients and portfolio managers on requests
- Process client transactions and resolve account discrepancies
- Support Investment Advisors and participate in client meetings
- 1-3 years of financial services experience
Work authorization
No visa sponsorship is available.
Must be authorized to work without sponsorship.
