Northern Trust

Sr Investment Associate

Chicago, IL · Senior

No sponsorship$74k-$126kDetected 7 days ago

Code ReviewResearchCommunicationCFA

About the role

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
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.

Interacts with partners, primarily administratively, on a daily basis to receive and communicate
Begins to proactively make recommendations to support the Investment Advisors.
Impacts quality of own work and the work of others on the team
Requires expanded conceptual knowledge in own job discipline.
Understands key business drivers; uses this understanding to accomplish own work.

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
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

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.).
The successful candidate will benefit from having:
Northern Trust also provides a discretionary bonus program that may include an equity component.
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.

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.

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).

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