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Senior Investment Associate
Ntrs
Tampa, FLPosted Oct 14, 2026 · Yesterday
Senior levelBanking
About this role
As a Senior Investment Associate at Northern Trust, you will play a crucial role in supporting our wealth management operations by preparing client portfolio materials and facilitating seamless client interactions. This position offers a unique opportunity to deepen your understanding of investment products and client service within a global financial leader.
What we are looking for
6- Prepare portfolio materials for client review meetings
- Manage client account documentation and administrative tasks
- Communicate with clients and portfolio managers regarding 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.
