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Senior Portfolio Advisor @ Northern Trust

Lake Forest, Illinois, United StatesOnsiteFull Time
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About this role

Senior Portfolio Advisor at Northern Trust. Location: Lake Forest, Illinois, United States. Role: Manages investment activities, Develops investment programs, Analyzes investment strategy Requirements: 12+ years investment management experience; senior portfolio advisor for high net worth clients; strong investment strategy and risk management; MBA/CFA/CFP/CIMA/CPWA/CAIA preferred. Category: Finance and Accounting Seniority: Senior Level Certifications: cfa, cfp, cima, cpwa, caia Commitment: Full Time Workplace: Onsite Languages: English

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