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Senior Investment Associate: Client-Focused Investment Ops

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Northern Trust
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A financial services provider located in Miami seeks a Senior Investment Associate to support Portfolio Advisors and client service teams. This position involves preparing client materials, coordinating meeting logistics, and providing operational support. Ideal candidates should have 2–3 years in investment operations and strong communication skills. A Bachelor’s degree in a relevant field is essential, along with proficiency in Excel and a solid understanding of financial markets.

This is an office-based role fostering collaboration and effective client service.
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Position Requirements
10+ Years work experience
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