Investment Portfolio Manager
3 weeks ago
Your key responsibilities will include analyzing, evaluating, and executing private equity and private credit investments. You will develop investment theses, perform detailed financial analysis and modeling, and author investment memos to lead investment committee discussions. Additionally, you will cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors. Actively monitoring and optimizing portfolio performance is also a crucial aspect of this role. Principal Responsibilities:
- Analyze, evaluate, and execute private equity and private credit investments.
- Develop investment theses.
- Perform detailed financial analysis and modeling.
- Author investment memos and lead investment committee discussions.
- Cultivate relationships with internal and external stakeholders.
- Actively monitor and optimize portfolio performance.
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Senior Investment Portfolio Strategist
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeWe are seeking a Senior Investment Portfolio Strategist to join our team at Northwestern Mutual. This is an exciting opportunity for a seasoned professional to leverage their expertise in investment management and portfolio analysis to drive business growth.About the RoleThe Senior Investment Portfolio Strategist will be responsible for providing...
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Investment Portfolio Specialist
2 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout the RoleThis Investment Portfolio Specialist position is an excellent opportunity for a highly skilled professional to join our team at Northwestern Mutual. As a key member of our team, you will be responsible for managing complex financial portfolios and providing expert advice to high net worth individuals and families.You will work closely with...
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Elite Investment Portfolio Strategist
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout the RoleAs an Elite Investment Portfolio Strategist at Northwestern Mutual, you will play a crucial role in providing discretionary investment capabilities for top advisors and clients. You will be responsible for portfolio analysis, initial investment recommendations, and ongoing management of Private Client Services accounts.
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Portfolio Investment Specialist
19 hours ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeJob OverviewAs a Portfolio Investment Specialist at Northwestern Mutual, you will play a crucial role in evaluating and analyzing private equity and private credit investments across various industries.
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Investment Portfolio Manager
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full timeAbout the RoleWe are seeking a skilled Investment Principal to join our team at Northwestern Mutual Capital (NMC). As an Investment Principal, you will be responsible for analyzing, evaluating, and executing private equity and private credit investments.
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Portfolio Manager
18 hours ago
Milwaukee, Wisconsin, United States Timothy Jon & Associates Full timeJob SummaryTimothy Jon & Associates is seeking a highly skilled Portfolio Manager to oversee the management, acquisition, and optimization of our asset portfolio. As a key member of our team, you will be responsible for developing and implementing asset management strategies to maximize value and performance.Key Responsibilities:Develop and implement asset...
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Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full timeCompany Overview">Northwestern Mutual, a leading financial services company, has been helping people and businesses achieve financial security for over 165 years. With $366 billion in total assets and $36 billion in revenues, the company provides a wide range of financial products and services to its clients.">About the Role">We are seeking an experienced...
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Portfolio Wealth Management Expert
4 days ago
Milwaukee, Wisconsin, United States Johnson Financial Group Full timeAbout Johnson Financial GroupJohnson Financial Group is a leading provider of investment management services to high net worth individuals and families.Job DescriptionWe are seeking an experienced Portfolio Wealth Management Expert to join our team. This role involves constructing, overseeing, and executing investment portfolios for complex ultra-high net...
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Investment Manager Leader
4 days ago
Milwaukee, Wisconsin, United States Johnson Financial Group Full timeJohnson Financial Group is seeking an experienced Investment Manager Leader to oversee the management of complex ultra-high net worth multi-family relationships. As a key member of our Wealth Management team, you will be responsible for developing and implementing customized investment strategies that align with each client's unique goals and objectives.The...
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Financial Analyst Portfolio Manager
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full timePrivate Credit and Equity Investment RoleWe invest in the private credit and equity co-investment markets, managing ~$65B of AUM. Our team supports leveraged transactions and capital investments.Main Job Duties:Analyze private equity and private credit investments across industries.Develop investment ideas and perform detailed financial analysis.Help write...
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Investment Property Management Director
2 weeks ago
Milwaukee, Wisconsin, United States Timothy Jon & Associates Full timeKey ResponsibilitiesThe Investment Property Management Director will be responsible for overseeing the management, acquisition, optimization, and strategic planning of assets within our portfolio. This includes developing and implementing asset management strategies to maximize the value and performance of our assets.You will also be responsible for...
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Investment Opportunities Manager
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeUnlock your potential in a dynamic and growing organization at Northwestern Mutual. As an Investment Associate, you will be part of a high-volume deal team environment, engaging with Private Equity partners, developing strong analytical frameworks, and driving investment opportunities forward.About UsWe are a leading player in the investment grade privately...
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Financial Research Analyst
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Investment Services, LLC Full timeJob SummaryWe are seeking a skilled Financial Research Analyst to join our team at Northwestern Mutual Investment Services, LLC. This role will be responsible for conducting independent fundamental research in assigned industries and issuers, providing forward-looking and dynamic relative value assessments and recommendations consistent with portfolio...
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Investment Research Strategist
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeNorthwestern Mutual is a leading investment management company seeking an experienced Investment Research Strategist to join our team. In this role, you will conduct independent fundamental research in assigned industries and issuers, providing forward-looking and dynamic relative value assessments and recommendations consistent with portfolio strategy and...
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Investment Data Scientist
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full timeAbout the RoleIn this Investment Data Scientist position, you will work closely with Portfolio Managers, Traders, and Credit Analysts to better identify attractive investment opportunities through efficient data delivery, advanced models, and intuitive dashboards.Key Responsibilities:Leverage quantitative methods such as portfolio optimization, Monte Carlo...
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Senior Investment Counsel
2 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full timeA highly skilled investment counsel role is available at Northwestern Mutual, where you will advise on complex issues related to our $250+ billion investment portfolio. Key responsibilities include providing legal support for the CLO platform, reviewing investment documents, and collaborating with team members to deliver high-quality results.Key...
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Portfolio Manager
3 weeks ago
Milwaukee, Wisconsin, United States Ogden & Company, Inc. Full timeJob SummaryWe are seeking a highly skilled Portfolio Manager to join our team at Ogden & Company, Inc. This is a full-time position responsible for managing multiple condominium associations.The estimated salary for this position is $55,000 - $70,000 per year, depending on experience.About the RoleManage and facilitate the daily operations of a condo real...
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Portfolio Management Director
3 weeks ago
Milwaukee, Wisconsin, United States Boldt Holdings Full timePortfolio Management OpportunityBoldt Holdings is seeking a talented Senior Asset Manager / Portfolio Manager to manage a portfolio of properties. The successful candidate will be responsible for lease space in new development projects and stabilized properties as needed, creating structured financial offerings to fund real estate projects, and developing...
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Portfolio Manager
2 weeks ago
Milwaukee, Wisconsin, United States Ogden & Company, Inc. Full timeJob OverviewAt Ogden & Company, Inc., we are seeking a highly skilled Portfolio Manager to join our team. This role is responsible for managing multiple condominium associations, providing exceptional customer service, and ensuring seamless day-to-day operations.The ideal candidate will have a strong understanding of condominium property management,...
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Client Portfolio Manager
3 weeks ago
Milwaukee, Wisconsin, United States Associated Banc-Corp Full timeJob OverviewAs a Client Portfolio Manager at Associated Banc-Corp, you will play a vital role in the growth and development of our commercial banking portfolio. This includes managing and developing a portfolio of middle market relationships, ensuring retention of total client assets and net growth in relationships. You will work collaboratively with...