Raymond Chai
Senior Investment Associate | Private Client Advisory @ Northern Trust Wealth Management
- Role
- Senior Investment Associate, Wealth Management, Private Client Advisory at Northern Trust
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Raymond Chai
I am a Senior Investment Associate at Northern Trust Wealth Management - Private Client Advisory. Prior to my current role, I worked under Northern Trust Asset Servicing as a Consultant in Hedge Fund Services - Clearing & Settlements. I graduated Magna Cum Laude from the W.P. Carey School of Business at Arizona State University with a Bachelor of Science in Finance. After graduation I worked at MUFG as an Internal Auditor on the Global Financial Crimes - OFAC & Sanctions Team. During my studies I was a part-time Staff Accountant at Lin Rawlinson CPA.
Experience
Senior Investment Associate, Wealth Management, Private Client Advisory
Jun 2024 — Present · Scottsdale, AZ, US
Interacting with clients with a combined book value of more than $2 billion AUM to ensure smooth communication and timely execution of investment-related tasks.Developing and executing investment strategies tailored to client risk/return objectives, ensuring alignment with overall wealth management goals and strengthening long-term financial stability.Coordinating investment activities and ensuring seamless communication between the legal teams, trustees, and external consultants in order to foster collaboration and excellent client service.Acting a key contributor to new capability rollouts, process improvements, technology enhancements, AI tools and training initiatives within the investments team.Executing equity, fixed income, and alternative investment trades, ensuring accuracy, compliance, and optimal execution across client accounts.Conducting market research to identify business development opportunities and support growth strategies through client-facing campaigns such as seminars, social mixers, and networking events.
Education
W. P. Carey School of Business – Arizona State University
B.S. Finance
2016 — 2020
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