Northern Trust
Senior Portfolio Advisor II, Foundations and Institutional Advisors OCIO
Northern Trust, Chicago, Illinois, United States, 60290
Senior Portfolio Advisor II, Foundations and Institutional Advisors OCIO
Join to apply for the
Senior Portfolio Advisor II, Foundations and Institutional Advisors OCIO
role at
Northern Trust Senior Portfolio Advisor II, Foundations and Institutional Advisors OCIO
Join to apply for the
Senior Portfolio Advisor II, Foundations and Institutional Advisors OCIO
role at
Northern Trust Get AI-powered advice on this job and more exclusive features. 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. 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.
SENIOR PORTFOLIO ADVISOR, II - FOUNDATIONS & INSTITUTIONAL ADVISORS (FIA)
OH: R144597
Northern Trust’s Foundations and Institutional Advisors (FIA) group seeks a seasoned Senior Portfolio Manager to lead discretionary OCIO relationships with institutional clients, including foundations, endowments, healthcare organizations, and associations. The role involves managing multi-disciplinary client relationship teams, overseeing investment programs, and engaging internal subject matter experts to deliver tailored investment solutions. Typical client portfolios range from $10 million to $500 million.
The FIA client base includes nonprofit organizations, public and private philanthropic entities, healthcare systems, community foundations, and select private enterprises.
Primary Responsibilities
Strategic Investment Guidance: Partner with client investment committees to develop and implement long-term investment strategies and customized asset allocations. Provide ongoing portfolio monitoring and optimization. Client Leadership: Lead discussions with investment committees, boards, and CFOs. Deliver insightful performance reviews, benchmarking analyses, and investment outlooks aligned with Northern Trust’s research. Client Service & Execution: Oversee delivery of investment services by coordinating internal resources. Ensure high-quality execution, timely issue resolution, and transparent communication of client concerns and priorities. Relationship Management: Build and sustain strong, trusted relationships with clients. Proactively identify opportunities to add value and exceed expectations through thoughtful solutions and insights. Collaboration with Internal Teams: Work cross-functionally with internal research, trading, and strategy teams (equity, fixed income, multi-asset) to develop and implement custom investment solutions tailored to client objectives. Practice Development: Support new business efforts by contributing to RFP responses, finals presentations, and broader business development initiatives.
Ideal Candidate Profile
Experience: Minimum 10 years of investment management experience with direct client advisory responsibilities. Education & Credentials: CFA or CIMA strongly preferred; MBA or relevant graduate degree is a plus. Technical Skills: Deep knowledge of institutional investment theory, portfolio construction, and current market strategies. Familiarity with asset allocation modeling and manager due diligence is essential. Client Focus: Demonstrated ability to provide high-touch, consultative service to nonprofit, endowment, or pension clients. Experience in the institutional or OCIO marketplace is strongly preferred. Business Development: Proven track record of supporting or leading new business efforts and growth initiatives.
Salary Range
$164,600 - 288,000 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
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Join to apply for the
Senior Portfolio Advisor II, Foundations and Institutional Advisors OCIO
role at
Northern Trust Senior Portfolio Advisor II, Foundations and Institutional Advisors OCIO
Join to apply for the
Senior Portfolio Advisor II, Foundations and Institutional Advisors OCIO
role at
Northern Trust Get AI-powered advice on this job and more exclusive features. 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. 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.
SENIOR PORTFOLIO ADVISOR, II - FOUNDATIONS & INSTITUTIONAL ADVISORS (FIA)
OH: R144597
Northern Trust’s Foundations and Institutional Advisors (FIA) group seeks a seasoned Senior Portfolio Manager to lead discretionary OCIO relationships with institutional clients, including foundations, endowments, healthcare organizations, and associations. The role involves managing multi-disciplinary client relationship teams, overseeing investment programs, and engaging internal subject matter experts to deliver tailored investment solutions. Typical client portfolios range from $10 million to $500 million.
The FIA client base includes nonprofit organizations, public and private philanthropic entities, healthcare systems, community foundations, and select private enterprises.
Primary Responsibilities
Strategic Investment Guidance: Partner with client investment committees to develop and implement long-term investment strategies and customized asset allocations. Provide ongoing portfolio monitoring and optimization. Client Leadership: Lead discussions with investment committees, boards, and CFOs. Deliver insightful performance reviews, benchmarking analyses, and investment outlooks aligned with Northern Trust’s research. Client Service & Execution: Oversee delivery of investment services by coordinating internal resources. Ensure high-quality execution, timely issue resolution, and transparent communication of client concerns and priorities. Relationship Management: Build and sustain strong, trusted relationships with clients. Proactively identify opportunities to add value and exceed expectations through thoughtful solutions and insights. Collaboration with Internal Teams: Work cross-functionally with internal research, trading, and strategy teams (equity, fixed income, multi-asset) to develop and implement custom investment solutions tailored to client objectives. Practice Development: Support new business efforts by contributing to RFP responses, finals presentations, and broader business development initiatives.
Ideal Candidate Profile
Experience: Minimum 10 years of investment management experience with direct client advisory responsibilities. Education & Credentials: CFA or CIMA strongly preferred; MBA or relevant graduate degree is a plus. Technical Skills: Deep knowledge of institutional investment theory, portfolio construction, and current market strategies. Familiarity with asset allocation modeling and manager due diligence is essential. Client Focus: Demonstrated ability to provide high-touch, consultative service to nonprofit, endowment, or pension clients. Experience in the institutional or OCIO marketplace is strongly preferred. Business Development: Proven track record of supporting or leading new business efforts and growth initiatives.
Salary Range
$164,600 - 288,000 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Northern Trust by 2x Get notified about new Senior Financial Advisor jobs in
Chicago, IL . Chicago, IL $50,000.00-$100,000.00 1 week ago Greater Chicago Area $150,000.00-$500,000.00 2 days ago Chicago, IL $75,000.00-$100,000.00 2 weeks ago Chicago, IL $275,000.00-$310,000.00 23 hours ago Senior Finance Manager, Marketing Finance
Chicago, IL $118,400.00-$148,000.00 2 weeks ago Chicago, IL $265,000.00-$320,000.00 1 month ago Chicago, IL $90,000.00-$100,000.00 2 weeks ago Chicago, IL $125,000.00-$200,000.00 3 hours ago Principal Consultant, Turnaround & Restructuring Advisory
Chicago, IL $80,000.00-$100,000.00 1 week ago Investment Executive (Financial Advisor) Downtown Chicago
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Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor - Chicago/Detroit
Chicago, IL $85,000.00-$240,000.00 1 week ago J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr