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Investment Research Strategist
2 days ago
Northwestern 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 return objectives.
About the RoleThe primary responsibility of this position is to work closely with the Head of Credit Research and the Credit Research team, Portfolio Managers, and Traders to provide expert knowledge of assigned industry dynamics. This includes analyzing profitability and cash flow drivers, technological and other exogenous risks, and opportunities. The successful candidate will also collaborate with the Investment Strategy, Investment Risk & Operations, Compliance, and Law departments.
Key Responsibilities- Exhibit expert knowledge of assigned industry dynamics, informed by deep understanding of profitability and cash flow drivers, as well as technological and other exogenous risks and opportunities.
- Conduct thorough fundamental issuer credit analysis, including financial statement analysis and the evaluation of financial policy, management track record, competitive position, and credit ratings profile.
- Determine relative value opportunities within assigned issuers and provide timely and responsive investment recommendations based on current portfolio strategy.
- Adapt recommendations to specific portfolio return objectives.
- Demonstrate the ability to communicate concise and persuasive investment theses and recommendations.
- Develop and maintain strong external relationships with Wall Street analysts and strategists, credit rating agencies, and independent research firms as well as company management teams.
- Five years of relevant work experience conducting credit analysis.
- Experience in Financials is a plus as one of two positions will focus on that sector.
- Master of Science or Master of Business Administration (MBA) preferred.
- Bachelor's degree with an emphasis on finance, accounting, economics, statistics, or other related area.
- CFA designation or progress towards attaining the CFA designation required.
Northwestern Mutual offers a competitive salary range for this position, estimated at $120,000 - $180,000 per year, depending on location and experience. Benefits include flexible work schedules, comprehensive benefits, employee resource groups, and concierge service. We are committed to diversity and inclusion and encourage applicants from diverse backgrounds.
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