at Northern Trust Company in Chicago, Illinois, United States
Job Description
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.
INVESTMENT PRACTIVE ADVISOR
OH: R125607
Major Duties:
1. 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.
2. 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.
3. Analyzes the overall investment strategy with continuous revision of accounts objectives and the context of client needs.
4. 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.
5. Maintains a current awareness of new investment strategies and instruments through regular contact with other industry professionals, as well as personal research.
6. Performs financial analysis or fundamental and quantitative research on specific assets or securities.
7. Serves on standing investment services committees and on ad hoc unit committees as appropriate.
8. Seasoned multi-disciplinary expert with extensive technical and / or business knowledge and functional expertise
9. Focus of role is on execution of strategic direction of business function activities
10. Carries out complex initiatives involving multiple disciplines and/or ambiguous issues
11. Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity
12. Organizes the work of the team, assigns tasks, sets short-term priorities, monitors all activities and ensures timely and accurate completion of the work
13. Conducts performance management and career development processes, and staffing and disciplinary actions
14. 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, is required to manage portfolios or conduct research activities.
- Knowledge of investment terminology, characteristics of the various
marketplaces, the laws and regulations governing trust investments and taxation, the bank's investment policies, procedures and strategies, acquired through work experience and formal education, is required to manage portfolios or investment research activities. - Sales and negotiating skills are required to guide sensitive or difficult situations.
- Leadership...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
