Top 17 Sr investment associate Jobs in Atlanta, Ga

Sr Investment Associate
Northern Trust Corp. —Atlanta, GA
- Full-time
- Research
- Mid-level
- Office
- On-the-job training
Senior Associate, Capital Markets
Trimont LLC —Atlanta, GA
- Hybrid work
- Mid-level
- Office
- 3 years
Associate/Senior Associate, Alternative Credit, Asset Management
Ares Management —Atlanta, GA
- $120,000 - $145,000 a year
- Full-time
- Computer Science
- Mid-level
- Office
- Commuter assistance
- Health savings account
8d
PEPI: Senior Associate, Operations & Manufacturing (OPEN TO ALL U.S. LOCATIONS)
Alvarez & Marsal —Atlanta, GA
- $125,000 - $170,000 a year
- Full-time
- 7 years
- Mid-level
- Analysis skills
- AD&D insurance
- 401(k)
Senior Associate - Transaction Advisory Group - Financial Due Diligence
Alvarez and Marsal —Atlanta, GA
- $130,000 a year
- Full-time
- CPA
- Mid-level
- Master's degree
- AD&D insurance
- 401(k)
Senior Associate
ACG Professionals —Atlanta, GA
- Full-time
- Mid-level
- 3 years
- Finance
Senior Associate, Equity Asset Management
Peachtree Hotel Corporate LLC —Atlanta, GA
- 5 years
- Finance
- Master's degree
Quick Apply
Analyst OR Senior Associate, Capital Markets
QTS Data Centers —Duluth, GA
- Email
- Writing skills
- Mid-level
- Office
Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal —Atlanta, GA
- $100,000 - $170,000 a year
- Full-time
- Mid-level
- SQL
- Communication skills
- AD&D insurance
- 401(k)
Senior Associate, Portfolio Valuation
Kroll —Atlanta, GA
- $90,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
J.P. Morgan Advisors -Senior Client Associate - Atlanta, GA
JPMorganChase —Atlanta, GA
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
2d
Senior Associate General Counsel - Strategic Initiatives Regulatory Counsel
U.S. Bank National Association —Atlanta, GA
- $214,795 - $252,700 a year
- Full-time
- US work authorization
- Fair chance
- Senior level
- Paid holidays
- Disability insurance
Senior Strategic Asset Pricing Associate
QTS Data Centers —Duluth, GA
- Email
- 5 years
- Writing skills
- Office
Financial Planning and Analysis (FP&A) - Senior Associate
Riveron —Atlanta, GA
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Oracle
- Mid-level
- Office
- Health insurance
- Dental insurance
Senior Compliance Associate
Capital Investment Advisors —Atlanta, GA
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
Quick Apply
Senior Client Services Associate - Atlanta, GA
Savant Wealth Management —Atlanta, GA
- $70,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health savings account
- AD&D insurance

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Sr Investment Associate

Northern Trust Corp. -
Atlanta, GA

Apply Now

Job Details

Full-time

Benefits

On-the-job training

Qualifications

Mentoring

Full Job Description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Investment Associate is responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, processes physical stock and/or bond certificates, prepares all material for client review meetings. Works independently to support the investment management clients and Investment Advisors. Formulates recommendations proactively to support the Investment Advisors. Demonstrates mastery knowledge of Goals Driven Wealth Management (GDWM) tool and can run it and begin to contribute to client meetings.

Responsible for supporting risk and compliance requirements for the team, including working diligently to mitigate losses due to error and being mindful of possible contingencies Coordinating and/or supporting investment or client service teams’ monthly Compliance (REV) and New Account Review processes and documentation (as directed by supervisor).

Key responsibilities include:

1. Ensures that portfolio materials are prepared for account review meetings with clients. Retrieves reports, desired by portfolio managers or requested by clients, off the EDS, PIMS, IMS, and PAS systems.

2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).

3. Orders reports for portfolio managers or clients as requested.

4. Communicates with clients and portfolio managers on client requests. (Ensures that portfolio managers follow-up with client requests).

5. Interacts with partners, primarily administratively, on a daily basis to receive and communicate
information on all aspects of a client relationship or portfolio.

6. Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues.

7. Responds to client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.). Processes physical stock/bond certificates and completes DTC transfers.

8. Follows-up with client on inquiries via the telephone or written correspondence.

9. Processes client cash transfer requests. Determines if funds are available in the investment account. Contacts Investment Advisor if cash needs to be raised.

10. Processes fund trades via CIT or all-in-one bank applications by established deadlines.

11. Reviews and analyzes fee worksheets to ensure that fees are calculated appropriately.

12. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices.

13. Begins to proactively make recommendations to support the Investment Advisors.

14. Begins to have a role in client meetings.

15. Demonstrates mastery knowledge of the GDWM tool and can run it in client meetings.

16. Solves problems in straightforward situations

17. Analyzes possible solutions using technical experience and judgment and precedents

18. Impacts quality of own work and the work of others on the team

19. Works within guidelines and policies

The successful candidate will have:

Knowledge of investment products, services, and terminology, usually obtained through on

the job training, are needed to prepare material for client meetings.

Strong analytical, organizational, and communication skills are needed to meet meeting deadlines and solve client or administrative problems.

Requires expanded conceptual knowledge in own job discipline.

Understands key business drivers; uses this understanding to accomplish own work.

Explains complex information to others in straightforward situations.

1-3 years of experience within the financial services industry.

Provides informal guidance to new team members

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)

Work Authorization

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Apply Now

Refine Your Search

sr investment associate jobs in atlanta, ga

Sr Investment Associate

Senior Associate, Capital Markets

Associate/Senior Associate, Alternative Credit, Asset Management

PEPI: Senior Associate, Operations & Manufacturing (OPEN TO ALL U.S. LOCATIONS)

Senior Associate - Transaction Advisory Group - Financial Due Diligence

Senior Associate

Senior Associate, Equity Asset Management

Analyst OR Senior Associate, Capital Markets

Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)

Senior Associate, Portfolio Valuation

J.P. Morgan Advisors -Senior Client Associate - Atlanta, GA

Senior Associate General Counsel - Strategic Initiatives Regulatory Counsel

Senior Strategic Asset Pricing Associate

Financial Planning and Analysis (FP&A) - Senior Associate

Senior Compliance Associate

Senior Client Services Associate - Atlanta, GA

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