Capital Roles

Northern Trust

Sr Investment Associate

Minneapolis, MN · Wealth Management · Posted Aug 26, 2026

Excerpt from Northern Trust's posting

Ensures that portfolio materials are prepared for account review meetings with clients. Retrieves reports, desired by portfolio managers or requested by clients, off the EDS, PIMS, IMS, and PAS systems. Sets-up files with account documentation for existing or new clients (i. e.

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