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Client-Facing Investment Associate – Portfolio Support
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-30
Listing for:
3M HEALTHCARE
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Northern Trust seeks an Investment Operations professional in California to prepare portfolio materials for client meetings and retrieve essential reports. You will set up files for new and existing clients, handle documentation, and coordinate with portfolio managers to address client requests.
The role involves tax issue research, trade processing, and communicating with clients to ensure timely actions and high service levels.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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