Investment Manager

4 days ago


Milwaukee, Wisconsin, United States Northwestern Mutual Full time
Investment Principal Role at Northwestern Mutual

We are seeking a highly skilled Investment Principal to join our team at Northwestern Mutual. As a key member of our investment team, you will be responsible for analyzing, evaluating, and executing private equity and private credit investments.

Key Responsibilities:

  • Analyze and evaluate investment opportunities in private equity and private credit markets.
  • Develop and execute investment theses and strategies.
  • Perform detailed financial analysis and modeling to inform investment decisions.
  • Author investment memos and lead investment committee discussions.
  • Cultivate relationships with internal and external stakeholders, including senior executives, legal counsel, investment bankers, and private equity sponsors.
  • Monitor and optimize portfolio performance.
  • Mentor junior investment professionals and contribute to a collaborative team environment.

Requirements:

  • Minimum of four years of experience in investment banking, private equity, equity research, or related industries.
  • MBA from a top-tier business school.
  • Broad knowledge of investments, economic forces, and accounting principles.
  • Strong interpersonal skills, including written and oral communication, and relationship building.

Compensation and Benefits:

Northwestern Mutual offers a competitive salary and benefits package, including flexible work schedules, comprehensive benefits, and employee resource groups. We are an equal opportunity employer and welcome applications from diverse candidates.



  • Milwaukee, Wisconsin, United States HTLF Bank Full time

    About HTLF BankHTLF Bank is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency, and strength. Our company has been deeply invested in the communities we serve since its founding in 1981.Job SummaryThe Investment...


  • Milwaukee, Wisconsin, United States HTLF Bank Full time

    About HTLF BankHTLF Bank is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency, and strength, giving local decision-making the opportunity and insights to focus on customers and growth.Our CultureWe believe our...


  • Milwaukee, Wisconsin, United States U.S. Bank Full time

    Job SummaryAs a PWM Investment Portfolio Manager at U.S. Bank, you will be responsible for managing individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Your strong focus on managing client account retention will be crucial in meeting Net...


  • Milwaukee, Wisconsin, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Bank organization, you will be responsible for managing client relationships and providing expert investment advice to help them achieve their financial goals.Key ResponsibilitiesClient Relationship ManagementDevelop...


  • Milwaukee, Wisconsin, United States Keller Executive Search Full time

    Job DescriptionJob Title: Investment SpecialistJob Summary:Keller Executive Search is seeking a highly skilled and experienced Investment Specialist to join our team. As an Investment Specialist, you will be responsible for providing financial planning and investment advice to clients, developing and implementing strategies to attract new clients and...


  • Milwaukee, Wisconsin, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Bank organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insight, and reporting on investment results.Key...

  • Investment Accountant

    2 weeks ago


    Milwaukee, Wisconsin, United States eTeam Full time

    {"h1": "Investment Accountant Job Description", "p": "We are seeking an experienced Investment Accountant to join our team at eTeam. As an Investment Accountant, you will be responsible for reviewing and preparing calculations to support new fund launches and existing fund updates. You will also complete complex expense and waterfall/incentive fee...


  • Milwaukee, Wisconsin, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Senior Investment Advisor to join our team. As a key member of our organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insights, and reporting on investment results.Key...


  • Milwaukee, Wisconsin, United States PNC Full time

    Job SummaryPNC is seeking a highly skilled Senior Investment Advisor to join our Private Bank organization in Milwaukee, WI. As a key member of our team, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insights, and reporting on investment results.Key ResponsibilitiesManage client...


  • Milwaukee, Wisconsin, United States Randstad Full time

    Job Title: Investment Operations SpecialistWe are seeking an experienced Investment Operations Specialist to join our team at Randstad. As an Investment Operations Specialist, you will be responsible for performing a variety of operational duties within an assigned area of Investment Operations.Key Responsibilities:Research and resolve operational and/or...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Strategy Internship OpportunityAt Northwestern Mutual, we are committed to helping families and businesses achieve financial security. As an Investment Strategy Intern, you will play a critical role in supporting our team in managing our $200 billion General Account, $4 billion retirement plans, and $4 billion long-term care portfolio.Key...


  • Milwaukee, Wisconsin, United States Randstad Full time

    Job SummaryWe are seeking a highly skilled Investment Operations Specialist to join our team at Randstad. As a key member of our operations team, you will be responsible for performing a variety of duties within the Investment Operations department.Key ResponsibilitiesResearch and resolve operational and/or accounting exceptions, including extensive review...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Strategy Internship OpportunityAt Northwestern Mutual, we are committed to helping families and businesses achieve financial security. Our Investment Strategy Department is seeking a highly motivated and detail-oriented intern to join our team.Key Responsibilities:Assist portfolio managers with multi-asset class research and development of...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Accounting Senior SpecialistAt Northwestern Mutual, we are committed to excellence in investment accounting. As an Investment Accounting Senior Specialist, you will play a critical role in ensuring the accuracy and integrity of our financial reporting. Your expertise will be essential in preparing financial statements, managing investment...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Real Estate Investment Associate to join our team at Northwestern Mutual. As a Real Estate Investment Associate, you will be responsible for providing underwriting and due diligence support on proposed new debt and equity investments. You will also lead the investment underwriting process in...


  • Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    Job Title: Real Estate Investment AnalystWe are seeking a highly skilled Real Estate Investment Analyst to join our team at Northwestern Mutual Life Insurance. As a key member of our Real Estate Investments, LLC (NMRE) team, you will be responsible for providing financial modeling and analytical support to multiple functional units.Key...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Strategy Internship OpportunityAt Northwestern Mutual, we are committed to helping our clients achieve financial security through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution.About the RoleWe are seeking a highly motivated and detail-oriented Investment Strategy Intern to...


  • Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full time

    Investment Principal Private DebtNorthwestern Mutual Capital (NMC) is a leading player in the investment grade privately placed debt market, managing capital primarily for The Northwestern Mutual Life Insurance Company. As an Investment Principal Private Debt, you will be a key member of our team, responsible for analyzing, evaluating, and executing private...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Investment Accounting Senior Specialist OpportunityAt Northwestern Mutual, we are committed to excellence in investment accounting. We are seeking a highly skilled and experienced Investment Accounting Senior Specialist to join our team.Key Responsibilities:Prepare accurate financial reporting for public and private fixed income and equity securities for...


  • Milwaukee, Wisconsin, United States 5 Legal Full time

    Job Description**About the Role**5 Legal, a leading law firm, is seeking an experienced associate to join its Transactions Practice Group in a dynamic and collaborative environment.**Key Responsibilities**Counsel mutual funds and exchange-traded funds on regulatory matters, including compliance with the Investment Advisers Act.Advise boards of trustees of...