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Senior Portfolio Advisor – Foundation & Institutional Advisors
| Company | Northern Trust |
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| Location | Washington, DC, USA |
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| Salary | $189290 – $331200 |
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| Type | Full-Time |
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| Degrees | MBA |
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| Experience Level | Senior, Expert or higher |
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Requirements
- Knowledge of investment and portfolio management theory, accounting and financial principals and investment strategies.
- 7+ years or more of investment management experience with client facing responsibilities.
- Familiarity with current investment concepts, asset allocation analysis and portfolio construction is strongly preferred as is CFA or CIMA and MBA.
- Strong consultative approach to client service a must.
Responsibilities
- Guide client investment committees in the development of long term investment strategies, appropriate portfolio construction, and continuously monitor client portfolios.
- Lead client meetings with investment committees, boards and CFOs. Review portfolio performance and compare them with objectives. Provide market analysis, review long-term strategy and discuss Northern Trust’s market outlook.
- Ensure client satisfaction by coordinating team resources to ensure timely delivery and issue-resolution, and effectively communicating client needs/concerns to other Northern Trust partners.
- Cultivate strong working relationships with clients and proactively develop solutions to exceed client requirements.
- Work closely with internal partners (equity and fixed income research, trading and performance analysts) to make develop custom investment strategies and respond to client needs.
- Senior Portfolio Managers play a leading role in growing the practice by assisting with RFP responses and participating in finals presentations.
Preferred Qualifications
- Existing foundation, endowment or pension marketplace experience is preferred.
- A demonstrated track record of success in business development is desired.
