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Investment Associate - Client Servicing & Portfolio Support
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-30
Listing for:
Koitecc Solutions
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Northern Trust seeks a professional to support client meetings by preparing portfolio materials, retrieving reports from systems, and coordinating with portfolio managers and clients in Chicago. The role involves sourcing documentation, processing client requests, and ensuring accurate fee worksheets and compliance with investment guidelines.
With 1–3 years in financial services, you will develop mastery of the GDWM tool, assist in client discussions, and help manage risk through sound
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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