Investment Associate

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.  

Northern Trust is proud to 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. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

ROLE SUMMARY

The Investment Sales Associate works alongside Client Advisors in the prospecting efforts of institutional clients of Northern Trust Asset Management.  They will interact directly with potential clients to understand their investment, respond to requests and inquiries, and provide in-depth information about our products and services.

PRIMARY RESPONSIBILITIES INCLUDE

• Expect to spend approximately 50% on existing clients and 50% on prospective clients.

• Communicate with institutional clients to gain in-depth understanding of client servicing needs and opportunities.

• Coordinate, formulate, and implement potential client outreach plans and solutions to position in conjunction with internal and external partners.

• Provide support and assistance to complex client or partner inquiries for Asset Management products and services.

• Respond to inquiries by providing the requested information/analysis or referring the inquiry to the appropriate area for resolution. Stay abreast of new and existing investment products and services.

• Research and compile competitor information.

• Assist the Client Advisor  with the tracking and development of sales opportunities.

• Prepare presentations for client/prospect meetings.  

• Provide oversight of the RFP/RFI process and coordinate due diligence requests.

• Assist with the coordination, implementation and onboarding of new investment clients and/or new products sold.

• Recommend enhancements to management for changes in processes, products, or services based on inquiries received and the client's experience.

NECESSARY KNOWLEDGE AND SKILLS

• Familiarity and working knowledge of Asset Management products and services.

• Analytical and organizational skills.

• Negotiation and leadership skills.

• Ability to multitask and manage conflicting priorities and workflows.

NECESSARY EXPERIENCE AND EDUCATION

• 3-4 years investment related experience.

• Experience with Microsoft Suite, Bloomberg, Evestment and Money Market Directory a plus.

• Series 7 and 63 licenses required and must be obtained within the first 90 days of employment.

Salary Range:

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

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.

 
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.