Portfolio Advisor at Northern Trust

Vero Beach, Florida, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, BankingIndustries

Requirements

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
Decision making, sales, and negotiating skills
In-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines
Minimum 6 to 8 years of investment experience, which may include research, with consistent long-term investment performance meeting objectives

Responsibilities

Manages investment activities for a full 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
Assists in development and recommendations of strategies designed to achieve investment objectives for specific individual clients
Analyzes and plans the overall investment strategy with continuous revision 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
Develops an influential presence within 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
Consistently demonstrates 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, peers, and broader Wealth and Asset Management
Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting
Accountable for personal execution of initiatives, new capability rollouts, and required training
Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations
Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices
Solves complex problems

Skills

Key technologies and capabilities for this role

Portfolio ManagementInvestment StrategyAsset ManagementWealth ManagementInvestment AnalysisFinancial PlanningRisk Assessment

Questions & Answers

Common questions about this position

What experience is required for the Portfolio Advisor role?

A minimum of 6 to 8 years of investment experience, which may include research, is required, along with knowledge of investment and portfolio management theory, accounting and financial principles, and associated strategies.

What key skills are needed for this position?

Decision making, sales, and negotiating skills are required, along with in-depth conceptual and practical knowledge in investment and portfolio management.

Is the salary specified for this Portfolio Advisor job?

This information is not specified in the job description.

What is the work arrangement or location policy for this role?

This information is not specified in the job description.

What makes a strong candidate for the Portfolio Advisor position?

Strong candidates will have 6-8 years of investment experience, proficiency in portfolio management, decision-making, sales, and negotiating skills, and the ability to solve complex problems while adhering to best practices.