Sr. Investment Associate
Northern Trust•Grand Rapids, MI
428d
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About The Position
The Investment Associate at Northern Trust is responsible for managing all administrative aspects of client portfolios, ensuring that materials are prepared for client review meetings, and supporting investment management clients and Investment Advisors. This role requires a proactive approach to formulating recommendations and demonstrating mastery of the Goals Driven Wealth Management (GDWM) tool. The position emphasizes compliance, risk management, and effective communication with clients and portfolio managers.
