Sr Investment Associate
Northern Trust
Investment Management
Miami, FL - USA
Specialist
Hybrid
Experteer Overview
In this role you support Portfolio Advisors and client service teams to deliver proactive, high-quality service to high-net-worth clients. You will prepare client-facing materials, coordinate meetings and technology, and provide analytical and operational support for investment activity. You help maintain client confidence through accuracy, timeliness, and attention to detail in all deliverables. The position thrives in a collaborative, team-oriented environment and offers opportunities to contribute to strong client and team outcomes. This role is a meaningful entry point into a trusted, scale-driven advisory practice at a respected financial institution.
Compensation / Benefits
- flexible and collaborative work culture
- movement within the organization
- senior leaders are accessible
- strong community presence
- inclusive workplace
- reasonable accommodations
Responsibilities
- Prepare, proof, and coordinate presentation materials for existing and prospective clients
- Support client meetings by coordinating required technology and ensuring materials are accurate and complete
- Monitor and address compliance-related tasks, collaborating with PAs to resolve deficiencies and communicate with clients
- Track investment and trade activity from execution to settlement and resolve account or operational discrepancies
- Analyze investment themes and performance data to inform client communications and internal discussions
- Monitor capital structure offers and ensure all deadlines are met
- Communicate research, recommendations, and offer information to PAs promptly
- Provide coverage for Portfolio Managers' desks as needed, including distributing research and portfolio construction information
- Adhere to Portfolio Advisor guidelines and identify opportunities to mitigate risk and prevent errors
Key requirements
- Excellent written and verbal communication skills
- Strong analytical and organizational skills with the ability to manage multiple deadlines
- Broad understanding of financial markets and investment concepts
- Proficiency in Microsoft Excel (advanced functions preferred) and PowerPoint; working knowledge of FactSet and Bloomberg highly preferred
- 2-3 years of experience in investment operations, client service, or personal trust servicing
Description
In this role you support Portfolio Advisors and client service teams to deliver proactive, high-quality service to high-net-worth clients. Y…
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