Investment Practice Advisor
Location: Chicago, IL
Time Type: Full Time
Posted On: 4 Days Ago
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. We provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
INVESTMENT PRACTICE ADVISOR
Job Requisition ID: R125607
Major Duties:
- Manages investment risk activities for a full set of major fee revenue producing accounts, representing large and sensitive high net worth personal trusts, individual investments, and court appointed accounts.
- Ensures compliance of programs designed to achieve investment objectives for specific individual or institutional clients. Reviews and analyzes investments to select assets. Researches discrepancies involved with investment processing.
- Analyzes the overall investment strategy with continuous revision of accounts objectives and the context of client needs.
- Maintains extensive contact with trust and banking relationship managers, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
- Maintains a current awareness of new investment strategies and instruments through regular contact with other industry professionals, as well as personal research.
- Performs financial analysis or fundamental and quantitative research on specific assets or securities.
- Serves on standing investment services committees and on ad hoc unit committees as appropriate.
- Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity.
- Organizes the work of the team, assigns tasks, sets short-term priorities, monitors all activities and ensures timely and accurate completion of the work.
- Conducts performance management and career development processes, and staffing and disciplinary actions.
- Provides input and support to budget management process.
The ideal candidate will benefit from having the following competencies:
- Experience: 5-8 years of investment experience, including research, in which consistent long term investment performance has met account objectives; prior management experience.
- Knowledge of investment and portfolio management theory, accounting and financial principles and investment strategies and instruments, acquired through formal education and work experience.
- Knowledge of investment terminology, characteristics of the various marketplaces, the laws and regulations governing trust investments and taxation, and the bank's investment policies, procedures and strategies.
- Sales and negotiating skills are required to guide sensitive or difficult situations.
- Leadership and organizational skills are required to determine the unit goals, resources needed, and to assess and develop the skills of the staff.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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