Investment Associate at Northern Trust in Boston, MA

Summary: Northern Trust is a globally recognized financial institution that provides innovative financial services to successful individuals and institutions. The Investment Associate will support Portfolio Advisors by performing investment-related activities and ensuring high levels of client service. Responsibilities: - Directly support the Portfolio Advisors in their efforts to provide a world-class wealth management experience to their clients - Prepare client presentations and create reports for Portfolio Advisors or clients as requested - Works on investment-oriented project requests, oversees transaction processing, obtains appropriate documentation, and ensures systems information is up to date - Communicates with clients and Portfolio Advisors on client requests - Ensures that Portfolio Advisors follow-up with client requests - Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues - Responds to incoming client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.) - Follows-up with clients on inquiries via telephone or written correspondence - Processes client cash transfer requests - Determines if funds are available in the investment account and works with Portfolio Advisors if cash needs to be raised - Adheres to National Investment Guidelines and observes sound risk management practices - Provides solutions to problems in situations that are atypical or infrequently occurring based on practice and existing precedents or procedures Required Qualifications: - Incredibly high attention to detail - Excellent oral and written communication skills, and capable of articulating complicated information to advisors and clients - High proficiency in Microsoft Excel is a must, with experience creating macros, pivot tables, charting, V-lookup, etc - Ability to quickly learn new computer systems, which are required to perform role - Knowledge of investment products, services, and terminology - Strong analytical and organizational skills - Capable of working well in a team environment in order to accomplish team objectives - Previous years of experience within the financial services industry highly valued - Coursework completion towards obtaining a CFA or CFP designation Required Skills: Microsoft Excel, Investment products knowledge, Financial services industry experience, CFA coursework, CFP coursework, Client communication, Analytical skills Benefits: 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, Other voluntary and well-being benefits, Discretionary bonus program that may include an equity component