Investment Associate

Northern Trust is seeking an Investment Associate to support Portfolio Advisors in managing client relationships and portfolios. This role involves preparing client presentations, analyzing accounts, processing transactions, and ensuring compliance with investment guidelines.

• Prepare client presentations and portfolio materials
• Analyze client accounts and identify issues
• Process client cash requests and initiate transactions
• Manage client investment objective letters and documentation
• Collaborate with Client Service and Portfolio Advisors
• Ensure adherence to National Investment Guidelines

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.