Investment Portfolio Strategist

1 week ago


Milwaukee, Wisconsin, United States Northwestern Mutual Full time

As an Investment Portfolio Strategist with Northwestern Mutual, you will play a crucial role in helping our clients achieve their financial goals.

About the Role

This position is responsible for assisting PCS Portfolio Managers in managing accounts according to WMC investment philosophy. You will work under supervision to execute operational and global portfolio management requirements through various platforms.

You will also be responsible for identifying opportunities for trading and implementing scale within our current processes and operations. Additionally, you will provide support and occasional coverage for Portfolio Specialists in operational tasks and responsibilities.

The successful candidate will have a keen understanding of investments, financial markets, asset allocation, and broad economy metrics. They will be able to establish and maintain relationships while providing quality customer service and support.

Key Responsibilities

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