Sr. Investment Associate

Northern Trust • Boca Raton, FL

11d • Onsite

About The Position

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. Senior Investment Associate Join our Portfolio Advisory team serving ultra-high-net-worth clients. As a Senior Investment Associate, you’ll play a key role in delivering proactive, high-touch investment support and client service. This position is ideal for a detail-oriented, analytical professional with a strong foundation in investments and a collaborative mindset.

Requirements

• Solid understanding of financial markets, investment products, and portfolio construction.
• Strong analytical and organizational skills with attention to detail.
• Excellent communication skills; able to simplify complex concepts.
• Team-oriented with a proactive approach to problem-solving.
• Proficient in MS Office, especially Excel (macros, pivot tables, VLOOKUP, charting).
• 3+ years in financial services or relevant experience.
• Bachelor’s degree in finance, economics, business, or related field is preferred

Nice To Haves

• Preference towards candidates pursuing a CFA, CFP, or other professional designation.

Responsibilities

• Prepare timely and accurate portfolio reviews and market outlook materials.
• Communicate directly with clients and internal partners on behalf of Portfolio Advisors.
• Develop expertise in Northern Trust’s investment philosophy, platform, and tools—including Goals Driven Wealth Management.
• Support investment planning and modeling; provide technical guidance to the team.
• Monitor market trends and share relevant insights with advisors.
• Manage compliance-related tasks and follow-ups.
• Contribute to special projects and team initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees