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.
Associate Portfolio Advisor – Family Office Solutions
We are seeking a highly motivated investment professional to join our Family Office Solutions team as an Associate Portfolio Advisor. This role offers a unique opportunity to work directly with ultra-high-net-worth (UHNW) individuals and families, supporting the management of complex, multi-asset class portfolios.
As part of a collaborative team overseeing approximately $3 billion in client assets, you will play a key role in portfolio management, implementation, and client service. This position is designed for an early- to mid-career professional seeking meaningful responsibility, accelerated development, and the opportunity to contribute directly to sophisticated client portfolios.
This role is well-suited for candidates with a strong investment foundation who are ready to take the next step toward deeper portfolio ownership and client-facing responsibility in a high-performing team environment.
Portfolio Management & Execution
- Support ongoing management including asset allocation implementation, rebalancing, and trade execution
- Monitor portfolios for alignment with client objectives and risk parameters
- Assist in implementation of traditional and alternative investments
Portfolio Reporting & Analytics
- Prepare client-ready reporting, performance analysis, and asset allocation reviews
- Support investment recommendations and translate data into insights
Client Engagement & Relationship Management
- Participate in client meetings and provide portfolio insights
- Take on primary responsibility for select client relationships
Team-Based Client Delivery
- Collaborate across investment, advisory, and planning teams
Risk Management & Controls
- Adhere to investment guidelines and support risk management processes
- 2–5+ years of relevant investment experience
- Strong understanding of portfolio construction and financial markets
- Strong analytical and communication skills
- Team-oriented with attention to detail
- Progress toward CFA/CFP preferred
- Hands-on portfolio management across UHNW relationships
- Exposure to alternatives and complex portfolios
- Work within a ~$3B investment platform
- Increasing responsibility including client ownership
- Collaborative, high-performing team
- Competitive compensation aligned with experience and impact
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.
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity.
A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence.
Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across five core business units:
Wealth Management
Asset Management
Asset Servicing
Technology
Corporate Functions
Join a Team That’s Made for Greater
At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you.
As of December 31 2024, Northern Trust had:
$16.8
trillion assets under custody/administration
$13.3
trillion in assets under custody
$1.6
trillion in assets under management
$156
billion in banking assets
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