Client-Facing Investment Associate – Portfolio Support

Posted today

3m healthcareMillbrae (CA)

Financial Clerks, All Other Portfolio Management and Investment Advice

SENIORITY

Junior

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About the role

Northern Trust seeks an Investment Operations professional in California to prepare portfolio materials for client meetings and retrieve essential reports. You will set up files for new and existing clients, handle documentation, and coordinate with portfolio managers to address client requests. The role involves tax issue research, trade processing, and communicating with clients to ensure timely actions and high service levels.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.