Investment Portfolio Manager

4 days ago


Milwaukee, Wisconsin, United States Northwestern Mutual Full time
Role Overview

Northwestern Mutual, a leading financial services organization, seeks an Investment Analyst to join its team. This role offers a unique opportunity to work with a highly rated life insurance company with a rich legacy and a strong commitment to innovation and growth.

Salary

The salary for this position ranges from $85,000 to $120,000 per annum, based on factors including skills, education, experience, and location. Compensation decisions are dependent on individual circumstances.

Job Description

This analyst position is a two to three-year assignment, providing opportunities for growth and advancement. Key responsibilities include:

  • Analyzing and evaluating private equity and private credit investments across various industries.
  • Developing investment theses and performing detailed financial analysis and modeling.
  • Assisting in writing investment memos and contributing to investment committee discussions.
  • Cultivating relationships with internal and external stakeholders, including senior executives, legal counsel, investment bankers, and private equity sponsors.
  • Actively monitoring portfolio performance.
Required Skills and Qualifications

To be successful in this role, you will need:

  • A four-year undergraduate degree in finance, accounting, economics, or mathematics, with a track record of academic excellence.
  • A broad knowledge of investments, understanding of economic forces affecting various industries, proficiency in accounting, and strong computer modeling skills.
  • Strong interpersonal skills, including written and oral communication and relationship building.
Benefits

Northwestern Mutual offers a range of benefits, including flexible work schedules, concierge service, comprehensive benefits, and employee resource groups. These perks support a positive work-life balance and contribute to the company's commitment to diversity and inclusion.



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