Investment Products Analyst

2 weeks ago

Milwaukee, United States Northwestern Mutual Life Insurance Company Full time
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Summary:

Primary responsibility is to assist with management of investment products including design and implementation of new or existing products, promotion strategies, overall execution of the product strategy and day-to-day product line management to advance sales and servicing. A significant portion of the specialists time is spent maintaining existing platforms/products.

Primary Duties & Responsibilities:
  • Exposure to field feedback and customer needs in order to understand product or program features and functions. May support decisions and processes that are in place and translate to advisors.
  • Support implementation of new products and maintain existing products by updating reports and running data.
  • Build expertise for the technology platforms or processes that support the investment products.
  • Learning about profitability of assigned products via sales growth, net cash flow, sound product design and managed expenses. Researching product design of competitive offerings.
  • Learning about the strategic role Wealth plays in the enterprise and how investment products integrate with insurance products.
  • Supports ongoing product evolution including coordinating and driving efforts with technical, operational, compensation, investment and regulatory experts.
  • Understands and demonstrates regulatory compliance by adhering to business conduct, and supporting programs that address field and client practices.
Qualifications:
  • Bachelor's degree or equivalent in business, finance, economics or related field or equivalent experience.
  • 3 plus years of experience in financial services.
  • Ability to learn technical details of investment programs.
  • Strong organizational and follow-through skills, with ability to work within deadlines, prioritize work and multitask.
  • Strong attention to detail and ability to develop deep product expertise.
  • Ability to build strong internal networks.
  • Strong verbal and written communication skills.
  • Progress towards a professional certification - CLU, ChFC, CFA, CFP, CPA or similar designation.
  • FINRA Series 7.


Skills-Proficiency Level:

Actuarial Management - Basic
Financial Analysis - Basic
Influencing Decisions - Basic
Market Segmentation - Basic
Persuasion - Basic
Product Development - Basic
Product Implementation - Basic
Product Management - Basic
Product Development Research - Basic
Product Sales - Basic
Regulatory Compliance - Basic
Regulatory Risk Assessment - Basic
Trend Analysis - Basic

#LI-HYBRID

This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.

Required Certifications:
Series 7 - FINRA, SIE - FINRA

Compensation Range:

Pay Range - Start:

$68,320.00

Pay Range - End:

$126,880.00

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

  • Investment Products Analyst

    3 weeks ago

    Milwaukee, United States Northwestern Mutual Full time

    **At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.**: **Summary**: Primary responsibility is to assist with management of investment products including design and implementation of new or existing products, promotion strategies, overall execution of the product strategy and...

  • Investment Products Analyst

    3 weeks ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: Primary responsibility is to assist with management of investment products including design and implementation of new or existing products, promotion strategies, overall execution of the product strategy and day-to-day...

  • Investment Analyst

    2 weeks ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt...

  • Public Investments

    6 hours ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Who We Are :  The Public Investments Department within Northwestern Mutual Investment Management Company, LLC (NMIMC) manages the public markets investments of Northwestern Mutual, with more than $100 billion under...

  • Alternative Investments Tax Analyst

    1 week ago

    Milwaukee, United States U.S. Bank National Association Full time

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

  • Investment Analyst Intern

    3 weeks ago

    Milwaukee, United States Northwestern Mutual Life Insurance Company Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Internship candidates can expect a fulltime onsite internship program, running from June 2025 to August 2025. Carefully selected from universities across the country, our interns bring distinctive ideas and perspectives to our...

  • Public Investments

    6 hours ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Internship candidates can expect a fulltime onsite internship program, running from the end of May 2025 to August 2025. Carefully selected from universities across the country, our interns bring distinctive ideas and...

  • NM Capital

    1 week ago

    Milwaukee, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. We're strong and growing.  In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing. We invest in our...

  • Associated Investment Services Product

    2 months ago

    Milwaukee, United States ASSOCIATED BANK NA Full time

    JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity...

  • Associated Investment Services Product

    4 weeks ago

    Milwaukee, United States ASSOCIATED BANK NA Full time

    JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity...

  • Investment Analyst

    2 weeks ago

    Milwaukee, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment...

  • Pricing Insights Analyst

    3 days ago

    Milwaukee, United States MGIC Investment Full time

    Why work at MGIC? Are you someone who wants to play a critical role in our company's success? Do you enjoy solving puzzles and finding a better way to get things done? Are you someone who likes to Take The Lead and make an impact? If so, then imagine yourself at MGIC. At MGIC we are a team of dedicated professionals on a fearless mission. A team that fosters...

  • Senior Equity Research Analyst

    4 weeks ago

    Milwaukee, United States Ziegler Capital Management, LLC Full time

    POSITION SUMMARY   The Red Granite Large Cap Growth team is seeking to hire a senior US equity research analyst to work with the investment team in our Milwaukee office. This individual will play a pivotal role in generating investment ideas and providing in-depth analysis primarily in the health care sector.  Leveraging your expertise and industry...

  • Senior Equity Research Analyst

    1 month ago

    Milwaukee, United States Ziegler Capital Management, LLC Full time

    POSITION SUMMARY   The Red Granite Large Cap Growth team is seeking to hire a senior US equity research analyst to work with the investment team in our Milwaukee office. This individual will play a pivotal role in generating investment ideas and providing in-depth analysis primarily in the health care sector.  Leveraging your expertise and industry...

  • Portfolio Manager/Analyst

    1 month ago

    Milwaukee, United States Campbell Newman Asset Management, Inc. Full time

    SUMMARY Campbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth....

  • Portfolio Manager/Analyst

    4 weeks ago

    Milwaukee, United States Campbell Newman Asset Management, Inc. Full time

    SUMMARY Campbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firm’s culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth....

  • Associate Product Manager

    6 days ago

    Milwaukee, United States Kohler Full time

    Work Mode: Hybrid_ **Location**:Hybrid at Kohler, WI **Opportunity** The Associate Product Manager will be accountable for delivering data solutions to KOHLER’s employees to drive efficiency, business agility, cost savings, and innovation through effective decision-making. The APM will collaborate with Product Owners or project champions to ensure the...

  • Portfolio Manager/Analyst

    3 weeks ago

    Milwaukee, United States CAMPBELL NEWMAN ASSET MANAGEMENT INC Full time

    SUMMARY Campbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firms culture is built on five core values client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products Large Cap Dividend Growth and Small Cap Growth. Both strategies...

  • Portfolio Manager/Analyst

    2 weeks ago

    Milwaukee, Wisconsin, United States Campbell Newman Asset Management, Inc. Full time

    SUMMARYCampbell Newman (CN) is a boutique investment management firm serving institutional and high net worth clients nationally. Founded in 1977, the firm's culture is built on five core values – client focused, stewardship, transparency, integrity and teamwork. CN currently offers two products – Large Cap Dividend Growth and Small Cap Growth. Both...

  • Investment Analyst Intern

    2 weeks ago

    Milwaukee, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Internship candidates can expect a fulltime onsite internship program, running from June 2025 to August 2025. Carefully selected from universities across the country, our interns bring...