Northern Trust

Senior Investment Associate

Milwaukee, WI · Senior

No sponsorshipDetected 1 day ago

Code ReviewResearchCommunicationCFA

About the role

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
The Investment Associate will be responsible for all administrative aspects of a portfolio.
This includes file set up on client accounts, ordering reports, processes physical stock and/or bond certificates, prepares all material for client review meetings.

Responsibilities

Interacts with partners, primarily administratively, on a daily basis to receive and communicate
Begins to proactively make recommendations to support the Investment Advisors.

Requirements

Demonstrates mastery knowledge of the GDWM tool and can run it in client meetings.
Knowledge of investment products, services, and terminology, usually obtained through on
1-3 years of experience within the financial services industry.

Benefits

Responds to client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.).

Equal opportunity

Reasonable Accommodation
If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

Visa & Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

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This listing is sourced directly from Northern Trust's careers page and normalized into a canonical job model.