Investment Associate II

Investment Associate II page is loaded## Investment Associate II locations:
Chicago, ILtime type:
Full time posted on:
Posted Yesterday job requisition : R162392
** About Northern Trust
** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure:
Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.##
** Investment Associate II**#### As an
** Investment Associate II
** in Northern Trust Wealth Management's Investment Practice, you will work with Portfolio Advisors (PAs) on a Chicago-based Wealth Advisory team, serving high net-worth Wealth Management clients. You will perform a broad range of administrative and portfolio management support functions aimed at delivering high-quality, pro-active client service and investment execution for numerous client relationships.## The support functions include preparing and coordinating portfolio review and presentation materials used in client meetings, responding to service requests in a timely manner and communicating outcomes effectively to internal team members and clients, researching and resolving operational issues, tracking securities trade activity from execution to settlement, and updating mandatory account and compliance documentation.####

This role is critical to our clients' service experience, and the right candidate understands the importance of accuracy and timeliness in daily workflows.######
** The Investment Associate takes on the following responsibilities:*** ## Assists in the preparation of portfolio review and market outlook presentation material for client meetings and client communication. Responsible for timely and accurate completion of material, often under tight deadlines.* ## Resolves account specific and operational action items and/or discrepancies, including follow-up on corporate actions items pertaining to accounts' securities holdings.##
* ## Monitors and takes ownership of all compliance related duties and follow-up procedures. Consults with PAs on action items and communicates with clients to address documentation requirements, including investment objective confirmation forms and investment responsibility letters.##* ## Monitors PAs' books of business in their absence and takes follow-up steps as appropriate. Assists in special projects as requested.##* ## Develops fluency in Northern Trust's "Goals Driven Wealth Management" (GDWM) financial planning and portfolio modeling software.

Assists in client-specific data gathering and scenario planning in GDWM. May also participate in GDWM presentations to clients.##* ## Develops a thorough understanding of Northern Trust's investment philosophy, investment platform, asset allocation strategy and investment fulfillment vehicles. Develops an ability to communicate effectively about market trends and developments.##* ## May participate in client meetings with the PA and other members of the client service team, including trust advisors, private bankers and/or wealth planners.

Develops a clear understanding of client specific needs, preferences and expectations. Responds to follow-up service requests.######
** Experience**###### Candidates for this position…