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Associate Personal Investor Portfolio Manager

📁
Investment Management
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75117 Requisition #
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Monitor a full set of small to medium sized revenue producing investment accounts for personal trust relationships and individual investors. Operate within the framework of the underlying document, working with the manager to develop strategies designed to achieve specific investment goals. 

The key responsibilities of the role include:
1. Manages investment activities for a full set of small to medium sized revenue producing accounts, which range from common trust funds to individual assets.
2. Manages accounts with managerial input regarding investment decisions.
3. Works with manager to develop and direct the execution of programs designed to achieve investment objectives for a moderate sized accounts or family relationships.
4. Consults with manager and personal trust partners to identify the purpose or intentions of the trust/agency agreement and the level of investment authority granted to the trustee/agent.
5. Seeks managerial guidance to develop individual investment strategies for each assigned account, based on account circumstances and investment policy guidelines.
6. Maintains extensive contact with personal trust relationship managers, to ensure communication of trust/agency requirements, and coordinate portfolio activity. Calls client to discuss possible investment changes or assess account circumstances.
7. Develops knowledge of investment strategies and instruments through contact with the investment research area and other industry professionals, as well as through personal education and research.
8. Serves on ad hoc committees of investment services staff as requested.
9. Works with personal financial planning staff to develop new investment business.
10. Ensures the completion of processing needs relative to the administration of assigned accounts. Researches discrepancies involved with investment processing.  
11. Works with manager on ad hoc investment analysis.


The successful candidate will benefit from having:
  • Minimum 2 years’ experience in investment services in the financial services industry. 
  • Knowledge of investment, economic and financial principles, usually acquired through completion of a formal degree program, is required to manage investment activities.
  • Analytical and interpretive skills are needed to understand client needs in the context of investment strategies.
  • Strong attention to detail.
  • The ability to work collaboratively as well as individually. Comfortable operating in a team environment.
  • Ability to make decisions and take ownership
  • Comfortable interacting with clients and prospects.
  • Able to accept feedback and make adjustments 
  • Desire to be proactive and perform beyond basic expectations.
  • Accountable and embracing of responsibility.


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 December 31, 2018, Northern Trust Corporation had:
  • $10.1 trillion in assets under custody/administration
  • $7.6 trillion in assets under custody
  • $1.1 trillion in assets under management
  • $132 billion in banking assets 

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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
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    • 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.

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      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.

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    • 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