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Investment Associate: Client Meetings & Portfolio
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-07-25
Listing for:
Koitecc Solutions
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Northern Trust seeks an Investment Associate to handle administrative portfolio support, prepare materials for client meetings, and assist Investment Advisors. The role emphasizes mastery of the GDWM tool, adherence to risk and compliance requirements, and proactive recommendation-making within a collaborative team.
The successful candidate will collaborate across client service and investment teams, supporting monthly compliance, new account reviews, and ongoing client communication while
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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