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Associate Portfolio Advisor

Northern Trust Corp. -
Sarasota, FL

Apply Now

Job Details

Full-time

Qualifications

Customer communication
Trade execution in financial markets
Customer relationship building
Data analysis reporting
Portfolio performance analysis
Performance Reporting
Investment reports
Mid-level
Portfolio performance measurement
Analysis skills
Investment client management
Financial strategy recommendations
Investment risk management
Cross-functional collaboration
Portfolio diversification strategy
2 years
Communication skills

Full Job Description

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

About the Role

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.

Key Responsibilities

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

Qualifications

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

Why This Opportunity

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 [email protected].

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.

Apply Now

Refine Your Search

associate portfolio advisor jobs in venice fl

Associate Portfolio Advisor

Financial Advisor

Retail Sales Associate - Part Time

Energy Specialist - Sarasota, FL

Portfolio Manager

Pet Insurance Sales Associate - Sarasota, FL

Financial Advisor

Client Service Rep-Personal Lines

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