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Associate Portfolio Advisor

Job

001 The Northern Trust Company

Sarasota, FL (In Person)

Full-Time

Posted 1 week ago (Updated 4 days ago) • Actively hiring

Expires 7/18/2026

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Job Description

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. Associate Portfolio Advisor
  • Family Office Solutions About the Role We are seeking a highly motivated investment professional to join our Family Office Solutions team as an Associate Portfolio Advisor.
This role offers a unique opportunity to work directly with ultra-high-net-worth (UHNW) individuals and families, supporting the management of complex, multi-asset class portfolios. As part of a collaborative team overseeing approximately $3 billion in client assets, you will play a key role in portfolio management, implementation, and client service. This position is designed for an early
  • to mid-career professional seeking meaningful responsibility, accelerated development, and the opportunity to contribute directly to sophisticated client portfolios.
This role is well-suited for candidates with a strong investment foundation who are ready to take the next step toward deeper portfolio ownership and client-facing responsibility in a high-performing team environment. Key Responsibilities Portfolio Management & Execution
  • Support ongoing management including asset allocation implementation, rebalancing, and trade execution
  • Monitor portfolios for alignment with client objectives and risk parameters
  • Assist in implementation of traditional and alternative investments Portfolio Reporting & Analytics
  • Prepare client-ready reporting, performance analysis, and asset allocation reviews
  • Support investment recommendations and translate data into insights Client Engagement & Relationship Management
  • Participate in client meetings and provide portfolio insights
  • Take on primary responsibility for select client relationships Team-Based Client Delivery
  • Collaborate across investment, advisory, and planning teams Risk Management & Controls
  • Adhere to investment guidelines and support risk management processes Qualifications
  • 2-5+ years of relevant investment experience
  • Strong understanding of portfolio construction and financial markets
  • Strong analytical and communication skills
  • Team-oriented with attention to detail
  • Progress toward CFA/CFP preferred Why This Opportunity
  • Hands-on portfolio management across UHNW relationships
  • Exposure to alternatives and complex portfolios
  • Work within a ~$3B investment platform
  • Increasing responsibility including client ownership
  • Collaborative, high-performing team
  • Competitive compensation aligned with experience and impact 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. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we've been named one of the world's most admired companies. Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure
  • North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.
APAC/INDIA EEO STATEMENT
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. Canada
EEO STATEMENT
Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.
EMEA EEO STATEMENT
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
USA EEO STATEMENT
It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)