About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role Summary
Northern Trust Asset Management is looking for a highly organised and client-focused Investment Associate to support our client coverage and sales activities to join our office in Hong Kong. This is an opportunity to be part of a successful team which works with a growing number of major asset owners, pension funds, and other institutional investors in Hong Kong and other markets in Asia Pacific.
This role combines account management, client servicing, reporting coordination and sales support. It is well suited to a proactive professional, with a strong focus on leveraging technology (AI) in building efficient solutions, who is comfortable managing multiple deadlines, maintaining accurate client and sales data, producing high-quality written materials, and contributing thoughtfully to client and prospect engagement in an asset-management environment.
The successful candidate will work closely with Relationship Managers, Sales Professionals, Investment Teams and other internal stakeholders to deliver a high-quality client experience across the full relationship lifecycle.
This is an opportunity to operate in an entrepreneurial and dynamic environment, with the support of one of the world’s largest Asset Managers.
What You Will Do
Client Reporting & Deliverables
- Coordinate periodic and ad hoc bespoke reporting requests with Portfolio Management, Operations and other relevant teams, with careful attention to accuracy and version control.
- Maintain client reporting calendars, delivery schedules and distribution lists, ensuring deadlines and service commitments are met.
Client Servicing, Account Administration & Onboarding
- Act as a contact of coordination for routine client queries, follow-ups and service requests, escalating matters appropriately and ensuring timely resolution.
- Review and coordinate quarterly client invoice processes in partnership with Finance and internal account teams.
- Support client onboarding, account opening and ongoing account maintenance with Operations and relevant control functions.
- Assist with KYC refreshes, periodic reviews, collection and maintaining of required client documentation.
- Coordinate audit requests, due diligence questionnaires (DDQs), RFPs/RFIs and other client information requests, tracking inputs and responses through to completion.
Client & Sales Data Management
- Maintain accurate, current client contact, relationship, cashflow and opportunity data in Salesforce or other CRM systems.
- Support internal management reporting, including AUM, revenue, pipeline and client activity reporting.
- Identify process improvements and opportunities to use automation, AI-enabled tools and streamlined workflows to improve quality, scalability and turnaround time.
Sales Support & Business Development
- Work with Relationship Managers and Sales professionals in preparing for client meetings, reviews and strategic discussions, including agenda development, meeting materials preparation, and action tracking.
- Conduct sales research on prospective clients, existing client organisations, market developments and investment themes; synthesise findings into concise, actionable briefs for the client coverage team.
- Support client and prospect events, including invitations, presentation logistics, coordination with speakers and vendors, post-event follow-up, and CRM capture of engagement activity.
Client Requests & Compliance Support
- Coordinate updates of investment guidelines and portfolio compliance issues with Compliance and Portfolio Management teams.
- Ensure client communications, materials and processes follow internal policies, control standards and applicable regulatory requirements.
Experience & Qualifications
- 3-6 years of relevant experience in asset management, investment management, financial services, institutional sales, client servicing, operations or a related environment.
- Experience in using Copilot, AI agents, automation and other digital tools to reduce manual work and improve team effectiveness.
- Experience supporting institutional investors is strongly preferred.
- A university degree in business, finance, economics or a related discipline is preferred.
- CFA, CAIA or other relevant professional qualifications are advantageous.
- Knowledge of financial markets and investment-management products is preferred.
- Experience using Salesforce or another CRM system is advantageous.
Skills & Attributes
- Excellent written and verbal communication skills in English and Chinese; Cantonese and Mandarin proficiency are strongly preferred.
- Strong PowerPoint and Excel capabilities, with the ability to produce clear, polished and accurate client-facing materials.
- Strong research, analytical and presentation skills, with the ability to distil complex information into concise messages.
- Highly organised, detail-oriented and capable of prioritising multiple concurrent requests and deadlines.
- A self-starter who can work independently while collaborating effectively across sales, investment, operations, product and control functions.
- Sound judgement, professional discretion and a strong commitment to accuracy, client service and continuous improvement.
- Demonstrated ability to build productive working relationships with clients and internal stakeholders.
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
Skills Required
- 3-6 years of relevant experience in asset management, investment management, financial services, institutional sales, client servicing, operations, or a related environment
- Experience using Copilot, AI agents, automation, and other digital tools to improve team effectiveness
- Excellent written and verbal communication skills in English and Chinese
- Strong PowerPoint and Excel capabilities
- Strong research, analytical, presentation, organization, prioritization, collaboration, judgment, and client-service skills
- Experience supporting institutional investors
- University degree in business, finance, economics, or a related discipline
- CFA, CAIA, or other relevant professional qualification
- Knowledge of financial markets and investment-management products
- Experience using Salesforce or another CRM system
- Cantonese and Mandarin proficiency
Northern Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.
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Retirement Support — A 401(k) with company match alongside an employer‑funded defined‑benefit pension is highlighted in employer‑verified materials and filings, setting the retirement package apart from many private employers.
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Leave & Time Off Breadth — PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
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Parental & Family Support — Company sources and postings reference paid parental and caregiver leave and recent enhancements to parental benefits, indicating meaningful family support within the package.
Northern Trust Insights
What We Do
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving 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 drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Why Work With Us
At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.
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