San Diego, California, United States · On-site
$115k–$195k/yr
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Investment Management, Portfolio Management, Financial Analysis, Risk Management, Client Relationship Management
Limerick, Munster, Ireland · On-site
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Compliance Testing, Regulatory Compliance, Root-Cause Analysis, Risk-Based Assessment, EU Regulations
Boston, Massachusetts, United States · Hybrid
$89k–$151k/yr
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: ETF Servicing, Primary Market Lifecycle, Creation/Redemption Order Support, Basket Production, Settlement Support
Bengaluru, Karnataka, India · On-site
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: MS Excel, Statutory Audit, Bank Reconciliation, Financial Statement Preparation, Variance Analysis
Chicago, Illinois, United States · On-site
$74k–$126k/yr
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Wealth Management, Financial Planning, Fiduciary Knowledge, Client Onboarding, Sales Pipeline Management
Dublin, Leinster, Ireland · Hybrid
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: CBI Client Asset Requirements, Custody Operations, Risk Management, Regulatory Compliance, Leadership
Bengaluru, Karnataka, India · On-site
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Business Analysis, Agile Methodology, Requirements Gathering, Process Modelling, Data Analysis
Stamford, Connecticut, United States · Hybrid
$115k–$195k/yr
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Risk Management, Control Frameworks, Issue Management, Root Cause Analysis, Stakeholder Management
Seattle, Washington, United States · On-site
$237k–$414k/yr
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 f…
Skills: Relationship Management, Portfolio Management, Wealth Management, Tax Planning, Estate Planning
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
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 f…
Skills: Securities Lending, Negotiation, Relationship Management, Risk Management, Data Analysis
Atlanta, Georgia, United States · On-site
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Investment Management, Portfolio Administration, Analytical Skills, Organizational Skills, Communication Skills
Grand Rapids, Michigan, United States · On-site
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Trust Administration, Estate Planning, Relationship Management, Fiduciary Services, Financial Planning
Limerick, Munster, Ireland · On-site
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Project Coordination, Stakeholder Engagement, Risk Management, Issue Management, Process Improvement
Bengaluru, Karnataka, India · On-site
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 f…
Skills: Control Testing, Risk Management, Financial Services, Regulatory Compliance, Control Frameworks
Bengaluru, Karnataka, India · On-site
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 f…
Skills: Oracle Database, PostgreSQL, Microsoft Azure, Terraform, Python
Chicago, Illinois, United States · Hybrid
$115k–$195k/yr
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 f…
Skills: Risk and Control Framework, Business Analysis, Data Modeling, PowerBI, Excel
Bengaluru, Karnataka, India · On-site
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 f…
Skills: Attention To Detail, Problem-solving, Communication Skills, Invoice Processing, Vendor Management
Limerick, Munster, Ireland · On-site
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 f…
Skills: Client Servicing, Performance Measurement, Private Equity Operations, Investment Accounting, Data Analysis
pune, Maharashtra, India · On-site
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 f…
Skills: Project Management, Financial Analysis, Cost Benefit Analysis, Stakeholder Coordination, Excel
Bengaluru, Karnataka, India · On-site
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 f…
Skills: Project Management, Financial Analysis, Cost Benefit Analysis, Stakeholder Coordination, PowerBi
San Diego, California, United States • On-site
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Manage investment activities for personal trusts and individual portfolios while collaborating with Investment Advisors to execute client strategies. Provide high-level support to the advisory team and mentor Investment Associates using specialized wealth management tools.
Requires 2 to 4 years of investment experience within the investment services industry. Candidates must possess strong knowledge of portfolio management theory, financial principles, and analytical skills to interpret client needs.
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Major Duties :1. Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid- range in size and complexity within their market with some managerial input.
2. Assists in development and recommendations of designed to achieve investment objectives for specific individual clients.
3. Works with Investment Advisors to understand the overall investment strategy and may provide input for revisions as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
4. Developing an influential presence with the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
5. Consistently demonstrates increasing proficiency with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
6. Provides high level support to the Investment Advisory team. Demonstrates mastery level skill utilizing all tools needed including CRA, Wealthbench, GPS, and WM Alternatives. Provides guidance and mentoring to Investment Associates.
7. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.
8. Works with manager to understand how to personally contribute towards the execution of initiatives, new capability rollouts, and required training.
9. Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
10. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices.
Knowledge :• Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.
• Analytical and interpretive skills are needed to understand client needs in the context of investment strategies.
• Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines.
Experience :• Minimum 2 to 4 years of investment experience working in investment services industry
• Acts as a resource for colleagues with less experience
• May lead small projects with manageable risks and resource requirements
Salary Range:
$114,540 - 194,580 USDSalary 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.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
Helping investors navigate changing market environments.
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments in efforts to realize their long-term objectives. Entrusted with US$1.4 trillion in assets under management as of March 31, 2026 we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that seek to deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect and transparency. Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. © 2025 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A.
Offices: 50 South LaSalle Street, Chicago, Illinois 60603, US
Helping investors navigate changing market environments.
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments in efforts to realize their long-term objectives. Entrusted with US$1.4 trillion in assets under management as of March 31, 2026 we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that seek to deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect and transparency. Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. © 2025 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A.
Offices: 50 South LaSalle Street, Chicago, Illinois 60603, US
