Associate Portfolio Advisor
| Company | Northern Trust |
|---|---|
| Location | Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience
- Analytical and interpretive skills are needed to understand client needs in the context of investment strategies
- Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines
- Minimum 2 to 4 years of investment experience working in investment services industry
Responsibilities
- Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid-range in size and complexity within their market with some managerial input
- Assists in development and recommendations of designed to achieve investment objectives for specific individual clients
- Works with Investment Advisors to understand the overall investment strategy and may provide input for revisions as goals and objectives change
- Developing an influential presence with the local client facing team, clients, co-trustees, consultants, the bank’s legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity
- Consistently demonstrates increasing proficiency with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management
- Provides high level support to the Investment Advisory team
- Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting
- Works with manager to understand how to personally contribute towards the execution of initiatives, new capability rollouts, and required training
- Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations
- Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices
Preferred Qualifications
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No preferred qualifications provided.