Investment Associate, Client Portfolio
Listed on 2026-10-20
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst, Financial Sales
Northern Trust is seeking a Client Service professional in San Diego, CA, to support client portfolios and investment services. The role involves preparing presentations, coordinating asset allocations, and ensuring accurate, timely client communications.
The successful candidate will handle cash requests, trade submissions, and document maintenance while working closely with Portfolio Advisors to meet client needs.
We have an opening for a Investment Associate, Client Portfolio Support in San Diego, CA, United States within Finance, Management & Operations.
We appreciate your interest in this position.
Join Financeroles and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Investment Associate, Client Portfolio Support role at Financeroles, based in San Diego, CA, United States.
We are looking to fill the Investment Associate, Client Portfolio Support position at Financeroles in San Diego, CA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).