Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Senior Portfolio Advisor, Foundation & Institutional Advisors image - Rise Careers
Job details

Senior Portfolio Advisor, Foundation & Institutional Advisors

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.

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. Job Summary: Northern Trust’s Foundation and Institutional Advisors (FIA) Senior Portfolio Manager manages client relationship teams, oversees the investment programs and brings subject matter experts into client conversations when needed for discretionary Outsourced Chief Investment Officer (OCIO) with portfolios of $10-$500 million. The FIA practice’s client base includes a mix of foundations, endowments, healthcare firms and associations. The client base includes community, public and private philanthropic, as well as private businesses enterprises. Primary Responsibilities: 1. Guide client investment committees in the development of long term investment strategies, appropriate portfolio construction, and continuously monitor client portfolios. 2. Lead client meetings with investment committees, boards and CFOs. Review portfolio performance and compare them with objectives. Provide market analysis, review long-term strategy and discuss Northern Trust’s market outlook. 3. Ensure client satisfaction by coordinating team resources to ensure timely delivery and issue-resolution, and effectively communicating client needs/concerns to other Northern Trust partners. 4. Cultivate strong working relationships with clients and proactively develop solutions to exceed client requirements. 5. Work closely with internal partners (equity and fixed income research, trading and performance analysts) to make develop custom investment strategies and respond to client needs. 6. Senior Portfolio Managers play a leading role in growing the practice by assisting with RFP responses and participating in finals presentations. Qualifications: - Knowledge of investment and portfolio management theory, accounting and financial principals and investment strategies. - Candidates should have 7+years or more of investment management experience with client facing responsibilities. - Familiarity with current investment concepts, asset allocation analysis and portfolio construction is strongly preferred as is CFA or CIMA and MBA. - Strong consultative approach to client service a must. - Existing foundation, endowment or pension marketplace experience is preferred. - A demonstrated track record of success in business development is desired. 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.

Salary Range:

$189,290 - 331,200 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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.

Northern Trust Glassdoor Company Review
3.8 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
Northern Trust DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Northern Trust
Northern Trust CEO photo
Michael OGrady
Approve of CEO

Average salary estimate

$260245 / YEARLY (est.)
min
max
$189290K
$331200K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Posted 9 days ago

Northern Trust seeks a client-focused Wealth Strategist Sales Associate to support financial planning and client relationship services.

Lead capital markets mandates and manage investment banking teams as Managing Director at M&T Bank, driving revenue and strategic growth.

Yanfeng Human Resources Hybrid Chattanooga, Tennessee, United States
Posted 13 days ago

Experienced Plant Controller needed to oversee financial operations and reporting within a dynamic manufacturing environment in Chattanooga, Tennessee.

Photo of the Rise User
Continental Hybrid 703 S Cleveland Massillon Rd, Fairlawn, OH 44333, USA
Posted 4 days ago

Experienced Senior Tax Analyst needed at Continental to manage US and Canadian tax compliance and contribute to tax optimization strategies.

Posted 8 days ago

Global Atlantic Financial Group seeks a detail-oriented Tax Analyst to manage product tax reporting and compliance for annuity and life insurance businesses.

Lead control processes and risk mitigation efforts as Vice President in Deutsche Bank's Institutional Client Group, focusing on non-financial risk management in a hybrid work environment.

Photo of the Rise User

Seeking a KYC Analyst to oversee end-to-end client lifecycle and compliance processes within Santander's Corporate and Investment Bank.

Photo of the Rise User

Serve as the Assistant Dean for Budget and Finance at Grand Valley State University’s College of Health Professions, overseeing budget management and financial planning to foster continued growth.

Photo of the Rise User
Posted 12 days ago
Dental Insurance
Disability Insurance
Vision Insurance
Equity
Paid Time-Off
Medical Insurance
Mental Health Resources
Paid Holidays
Company Retreats

Senior Financial Analyst role at Hims & Hers driving category finance strategy, modeling, and forecasting within a leading health and wellness platform.

Blackstone Credit & Insurance is looking for a detail-oriented Private Credit Strategies Associate in New York to support diverse private investment capital transactions.

Photo of the Rise User
ms Hybrid New York, New York, United States of America
Posted 8 days ago

Morgan Stanley seeks an Associate to manage complex loan portfolio transactions in their Loan Solutions Group, delivering innovative capital market solutions to financial institutions.

Photo of the Rise User
American Express Hybrid New York, New York, United States
Posted 12 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Directors of Risk Management needed at American Express to develop and execute advanced commercial credit risk strategies.

Posted 6 days ago

BridgeBio is recruiting an Associate Director/Director of Strategic Finance to drive capital markets strategy and corporate finance efforts in their Palo Alto office.

Photo of the Rise User
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Contribute to the modernization of financial technology systems as a Financial Analyst at American Express by leading project management efforts in a collaborative, agile setting.

Join a Team That’s Made for Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the dri...

56 jobs
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 16, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY