Sr Investment Associate
001 The Northern Trust Company — Naples, FL
Posted: 2026-09-30
Job Description
• Supports investment advisors and portfolio managers by preparing client account review materials, retrieving reports, and maintaining account documentation in Naples, FL.
• Handles client inquiries, cash transfers, fund trades, securities transactions, DTC transfers, fee reviews, and tax-cost discrepancy research.
• Uses EDS, PIMS, IMS, PAS, CIT, all-in-one bank applications, and the GDWM tool while adhering to National Investment Guidelines and sound risk-management practices.
• Requires 1–3 years of financial-services experience, coursework toward a CFA or CFP designation, strong analytical/organizational/communication skills, and U.S. work authorization without current or future employment-based visa sponsorship.
• Full-time role; work mode and salary are not specified.