Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.
Strong fit if you want senior-associate investment work at a large trust/asset firm, prefer Florida Gulf Coast on-site work, and thrive on analysis, client-ready communication, and disciplined process—without relying on unverified pay or review scores.
As a Sr Investment Associate at Northern Trust in Sarasota, expect a day centered on portfolio analysis, client or mandate prep, and coordination with investment and relationship teams. Work typically includes researching holdings and markets, updating models and memos, supporting trade or rebalancing workflows, and documenting recommendations for senior portfolio decision-makers.
Prioritize portfolio construction literacy, financial statement and valuation analysis, Excel modeling, and clear investment writing. Strengthen product knowledge across custody, wealth, and fund operations themes relevant to a large trust and asset-servicing firm. No certification resources were supplied in DATA.
No. The listing marks remote as 0 and places the job in Sarasota / Manatee County, Florida.
Public items in DATA include selling a guardianship services business and supporting Invesco index-tracking mutual funds; treat other headlines as general market noise unless they name the firm.
No cert family or priced resources were provided for this occupation pack—confirm preferred credentials with the hiring team.
Website: nitic.cn
Public cache only — not an employee review.
Join Northern Trust as a Senior Investment Associate in Sarasota, Manatee County. This is a full-time opportunity to drive portfolio analysis, investment research, and strategic financial decisions for one of the world's most trusted wealth management and asset servicing firms. About the Role As a Senior Investment Associate at Northern Trust, you'll play a crucial role in delivering investment expertise and asset servicing excellence to our clients. You'll work within a collaborative team environment, supporting portfolio management, investment analysis, and client-focused initiatives that align with our commitment to Service, Expertise, and Integrity. What You'll Do Conduct in-depth investment research and analysis to support portfolio decisions and client reporting Prepare financial models and performance reports for internal stakeholders and client review Assist in due diligence activities for new investments and strategic partnerships Support asset servicing operations, ensuring accuracy in transaction processing and documentation Collaborate with senior investment and operations teams to enhance portfolio strategies Maintain detailed records and provide regular updates on investment performance and risk metrics Contribute to client relationship management through clear communication and timely insights What We're Looking For Bachelor's degree in Finance, Economics, Business, or related discipline 3+ years of professional experience in investment management, financial analysis, or asset servicing Advanced proficiency with Excel and financial modeling Strong analytical and quantitative skills with attention to detail Knowledge of investment products, markets, and valuation methodologies Excellent communication skills and ability to work effectively with diverse teams Demonstrated ability to manage multiple priorities and meet tight deadlines About Northern Trust Since 1889, Northern Trust has served the world's most successful individuals, families, corporations, and institutions. As a trusted global leader in wealth management, asset servicing, asset management, and banking services, we're committed to guiding our clients through every financial milestone with expertise, integrity, and outstanding service. How to Apply Ready to advance your career in investment management? Apply through this job listing to be considered for this Senior Investment Associate position in Sarasota, Manatee County.
Generated for personal interview prep · 2026-07-18 UTC · getajob.ai