Settings

CAREERS

Associate Equity Portfolio Manager

📁
Investment Management
📅
73444 Requisition #
Apply for Job
Share this Job
Sign Up for Job Alerts
The candidate will manage equity portfolios in a tax-sensitive manner against a range of domestic and international indexes for institutional and high net worth individuals. 
The candidate will participate in new business development efforts and contribute to research efforts aimed at product expansion.

The key responsibilities of the role include: 
  • Knowledge of modern portfolio management theory and applications, as well as statistics and quantitative methods in finance acquired through formal education.
  • Knowledge of tax implications of investment decisions.
  • Advanced excel skills including knowledge of VBA, macros, and analyzing large amounts of data for use in portfolio management.
  • Knowledge of securities markets acquired through work experience and formal education.
  • Analytic, organizational and communication skills are required to successfully manage a diverse load of client portfolios.
  • Team orientation and ability to engage with external groups (e.g. sales, client servicing, technology, trading desk, performance analysts, and back-office.)


The successful candidate will benefit from having: 
  • Uses portfolio optimization tools to create and rebalance portfolios based on index and model changes as well as in response to tax management opportunities. Communicates trade objectives to dedicated trading desk for execution.
  • Collaborates with team members to create rebalancing strategies.
  • Develops client transition analysis and asset shopping requests.
  • Reports on pre- and after-tax performance of portfolios under management and investigates significant deviations.
  • Ensures that portfolios are maintained within firm guidelines and applicable government or industry regulations.
  • Responds to client and internal partner inquiries related to current and potential new client portfolios.
  • Engage in client servicing and sales/marketing activities, including prospect meetings and industry conferences.
  • Researches and reports on new products and services within the industry. Stays abreast of new developments concerning regulatory issues that may affect the portfolios under management.
  • Assists with special projects to improve technology, processes and efficiencies.
  • 2-4 years’ experience in an investment management or securities analysis environment.
  • Working towards or completion of an MBA and/or CFA preferred. 
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.


As of September 30, 2018, Northern Trust Corporation had:
  • $10.8 trillion in assets under custody/administration
  • $8.2 trillion in assets under custody
  • $1.2 trillion in assets under management
  • $132 billion in banking assets 

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions

Similar Listings

United States, Illinois, Chicago

📁 Investment Management

Requisition #: 72685

United States, Illinois, Chicago

📁 Investment Management

Requisition #: 73683

United States, Illinois, Chicago

📁 Investment Management

Requisition #: 73335

Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement