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Personal Investment Portfolio Manager North Palm Beach

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Investment Management
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75351 Requisition #
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Job Summary:

As a Personal Investment Portfolio Manager you will manage a full set of fee revenue producing investment accounts for large and sensitive personal trust and individual relationships. Operates within the framework of the underlying document, developing strategies designed to achieve specific investment goals. Assignments generally involve a high level of client servicing, in some cases as primary client contact.

Major Duties:

1. Manages investment activities for a full set of fee revenue producing accounts large and sensitive high net worth personal trusts, individual investment, and court appointed accounts.

 2. Manages accounts that may require complex decision making or special handling due to the nature of the relationship, size, or type of assets managed, sensitive client issues, coordinating shared authority with outside attorneys/consultants.

3. Develops, recommends, and directs the execution of programs designed to achieve investment objectives for accounts or family relationships. Reviews and analyzes investments to select assets and manage individual portfolios.

4. Ascertains the purpose or intentions of the trust/ agency agreement and the level of investment authority granted to the trustee/agent.

5. Analyzes and plans the overall investment strategy of the trust/agency account with continuous revision of account objectives in context of client needs.

6. Maintains extensive contact with personal trust relationship managers, clients, co-trustees, consultants, the bank''s legal area and outside attorneys to ensure communication of trust/agency requirements and coordinate portfolio activity.

7. Maintains a current awareness of new investment strategies and instruments through regular contact with the investment research area and other industry professionals, as well as through personal research.

8. Participates in the development of new investment business with personal financial planning staff.

9. Ensures the completion of processing needs relative to the administration of assigned accounts.

10. Performs financial analysis on individual assets as appropriate.

11. Serves on standing investment services committee and on ad hoc unit committees as appropriate.

Qualifications:

Candidates should have 7 or more years of  investment experience which should include experience as a Personal Investment Portfolio Manager working with high net worth clients as well as experience in asset allocation and open architecture. Candidates with CFA, CIMA , CFP and or MBA are strongly preferred. Excellent communication, client servicing and business development skills are  needed.


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.

  • 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