Senior Investment Specialist
Are you a seasoned investment professional looking for a new challenge? Northern Trust is seeking a Senior Investment Specialist to join our dynamic team. As a global leader in wealth management, asset servicing, and asset management, Northern Trust has a strong reputation for providing exceptional service and innovative solutions to our clients. This is an exciting opportunity to use your expertise and experience to help drive our investment strategies and make a meaningful impact on our clients' financial success. We are looking for a highly qualified individual with a passion for investments and a client-centric mindset. If you are ready for a rewarding and challenging role, we invite you to apply for our Senior Investment Specialist position.
- Develop and execute investment strategies for individual and institutional clients
- Analyze and evaluate market trends, economic data, and investment opportunities
- Conduct thorough research and due diligence on various investment products and vehicles
- Lead and manage client relationships, ensuring a high level of satisfaction and retention
- Collaborate with other team members, such as portfolio managers and wealth advisors, to deliver comprehensive investment solutions to clients
- Stay up-to-date on industry developments and regulatory changes to ensure compliance and best practices
- Provide expert guidance and advice to clients on investment decisions and portfolio management
- Utilize data and analytics to identify potential risks and recommend risk-mitigation strategies
- Act as a subject matter expert on various investment topics and present to clients and colleagues
- Mentor and train junior team members to develop their investment knowledge and skills
- Maintain a strong understanding of Northern Trust's products, services, and value proposition to effectively communicate with clients and promote the company's brand.
Extensive Knowledge Of Investment Strategies: A Senior Investment Specialist At Northern Trust Should Possess In-Depth Knowledge And Understanding Of Various Investment Strategies, Including Equity, Fixed Income, And Alternative Investments.
Strong Analytical Skills: The Role Requires Excellent Analytical Abilities To Evaluate Investment Opportunities, Assess Risk, And Make Informed Investment Decisions. Candidates Should Have A Track Record Of Successful Investment Analysis And Portfolio Management.
Extensive Experience In Wealth Management: The Ideal Candidate Should Have A Minimum Of 7-10 Years Of Experience In Wealth Management, Preferably In A Senior Role. This Experience Should Include Working With High-Net-Worth Individuals, Family Offices, And Institutional Clients.
Exceptional Communication And Relationship Management Skills: As A Senior Investment Specialist, Effective Communication And Relationship Management Are Crucial. The Candidate Should Have Excellent Presentation Skills To Effectively Communicate Investment Recommendations To Clients And Build Strong Relationships With Them.
Professional Qualifications: A Bachelor's Degree In Finance, Economics, Or A Related Field Is Required For This Role. A Professional Qualification Such As Cfa Or Caia Is Highly Preferred. Additionally, Candidates Should Have A Strong Understanding Of Regulatory Compliance And Industry Standards.
Financial Analysis
Market Research
Investment Strategy
Portfolio Management
Risk assessment
Client Relations
wealth management
Asset allocation
Performance evaluation
Asset
Asset Valuation
Investment Advisory
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Senior Investment Specialist in Chicago, IL, USA is between $90,000 and $150,000 per year. This may vary depending on factors such as experience, education, and the specific company and industry the individual is working in.
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Northern Trust Corporation is a financial services company that caters to corporations, institutional investors, and ultra high net worth individuals. It is one of the largest banks in the United States and one of the oldest banks in continuous operation.
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