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The Investment Associate works with Portfolio Managers within client service ...
Details
Summary
About the job:
teams to consistently deliver a high level of proactive client service and support. They are expected to understand and support their PMs’ daily workflow. This includes preparing, proofing and coordinating presentation materials used in meetings with high net worth clients, analyzing investment themes and issues to communicate effectively with clients and internal partners, tracking trade activity from execution to settlement, researching and resolving account/operational investment discrepancies, analyzing and...
Location:
Cleveland, OH
Job Type:
Full-Time
Permanent
Occupation:
Financial Analysts
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
5
1

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State: OH
Company Name: Northern Trust Corporation
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