InvestmentAssociateII

**_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. # **Investment Associate II** The Investment Associate II is responsible for managing the administrative and operational components of assigned client portfolios. This role supports Portfolio Advisors by preparing client materials, maintaining accurate client records, processing transactions, and ensuring compliance with risk and regulatory requirements. The Investment Associate II works independently with limited oversight, proactively identifies issues, and ensures timely, accurate execution of client and advisor requests. **Key Responsibilities** **Client Service & Portfolio Support** * Prepare client meeting materials, including presentations, reports, asset allocations, and portfolio performance reviews; ensure accuracy and resolve issues in advance of meetings. * Serve as a primary point of contact for routine client requests, developing an understanding of client needs and coordinating with Portfolio Advisors and service partners as appropriate. * Follow up with clients via phone or written correspondence regarding inquiries and service requests. **Portfolio Administration & Transactions** * Process client cash requests, determine funding sources, and prepare trades for Portfolio Advisor approval. * Execute transactions at client request, including remittances, stock gifting, and other account activities. * Process physical stock or bond certificates and complete DTC transfers. * Initia