Associate Portfolio Manager 2nd Vice President
Northern Trust Corporation is a financial services company that specializes in Investment Management, Asset and Fund Administration, and Fiduciary and Banking solutions.
I am responsible for providing day-to-day client service to the accounts of a Senior Investment Consultant. My day-to -day major duties include but are not limited to: executing trades, responding to client inquiries, supporting the Investment Consultants through the new business process, opening accounts and booking and maintaining records of new business in ERM.|I act as a liaison between clients, Investment Consultants and operations staff. I am also responsible for reviewing client investment goals and providing investment strategy to clients. Under the direct guidance of the Senior Investment Consultant, I help to develop basic prospecting and client relationship management skills.
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