Associate Portfolio Advisor - Global Family Office (GFO) (Finance)

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.

Job Title: Associate Portfolio Advisor

Location: Chicago - "Hybrid"

Summary:

We are seeking a highly capable and motivated Associate Portfolio Advisor to join Northern's Global Family Office investment advisory team. This hybrid role combines the analytical rigor and execution skillset of a senior investment associate with the client-facing responsibilities of an emerging portfolio advisor. The ideal candidate will play a dual function: providing key support to senior portfolio advisors on complex discretionary investment relationships, while also beginning to manage their own relationships and fee-based client accounts under the firm's advisory platform.

This is a unique opportunity for a developing investment professional to deepen their exposure across asset classes, contribute meaningfully to client portfolio construction, and progressively step into a relationship management role within a sophisticated, multigenerational family office setting.

Key Responsibilities:

• Support portfolio advisors in the execution and oversight of complex client portfolios, including performance analysis, asset allocation, and manager implementation.
• Begin managing a small number of fee-paying client relationships directly, with guidance and mentorship from senior advisors.
• Translate market insights and investment research into actionable recommendations for both internal and client-facing purposes.
• Collaborate with internal teams on portfolio operations, compliance, and client reporting to ensure accuracy and quality of service.

Knowledge and Experience:

• Minimum of 3-5 years of professional experience in the investment management, wealth advisory, or financial services industry.
• Strong foundational understanding of public and private markets, investment vehicles, and portfolio construction principles.
• Demonstrated experience supporting or managing high-net-worth or institutional client relationships is strongly preferred.
• Progress toward the CFA charter, MBA, or other relevant advanced degree/designation is preferred.
• Exceptional analytical, communication, and organizational skills, with a strong commitment to personal and professional growth, client service and integrity.

Salary Range:
$99,600 - 169,200 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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 MyHRHelp@ntrs.com .

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.