Associate Relationship Manager, Investments
Core
Support client service and business development for Northern Trust Asset Management's Global Family Office (GFO) Investment Practice by partnering with Investment Relationship Managers and facilitating cross-functional service delivery.
Role type
Associate Relationship Manager (Investments)
Builds
Client relationships and investment mandates for sophisticated family office clients
Domain
Wealth Management / Family Office / Asset Management
Deliverable
client delivery
Required skills
Investment acumen across public and private asset classes, client relationship management, cross-functional coordination, onboarding of new mandates, presentation preparation
Preferred skills
Experience interacting with institutional investors, knowledge of tax-aware investing and portfolio construction
Technologies
None stated
Responsibilities
Support client service and business development efforts, facilitate efforts of the service team and coordinate with portfolio/product management, develop understanding of client investment objectives, build relationships with family office executives and stakeholders, develop knowledge of investment solutions and industry trends, participate in client meetings and prepare presentation materials, lead onboarding of new investment mandates
Seniority
Entry-level to Mid-level, hands-on IC