Associate-Institutional Investments jobs in United States
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Northwestern Mutual · 6 days ago

Associate-Institutional Investments

Northwestern Mutual Investment Management Company, LLC is a subsidiary of Northwestern Mutual Life Insurance Company, based in Milwaukee, WI, managing over $275 billion in assets. They are seeking an Associate for their Public Investments team to focus on investment strategies, portfolio management, research, trading, or quantitative analysis, contributing to the management of investment portfolios and supporting client relationship efforts.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Assist in the analysis and management of investment portfolios, including monitoring performance and conducting risk assessments
Support the development and implementation of investment strategies that align with client objectives and market trends
Collaborate with senior team members to prepare presentations and reports for internal and external stakeholders
Conduct research and analysis on investment opportunities, market conditions, and industry trends
Participate in client meetings, presentations, and discussions to support relationship management efforts
Maintain and update investment databases and systems to ensure data accuracy and accessibility

Qualification

CFA charterholderAnalytical skillsQuantitative analysisMicrosoft ExcelBloombergArtificial intelligence toolsCommunication skillsInterpersonal skillsTeam collaboration

Required

Bachelor's degree in Finance, Economics, Business, or a related field required; candidates with advanced degrees, such as an MBA, will be considered favorably
Strong analytical and quantitative skills, with a keen interest in financial markets and investment strategies
Excellent communication and interpersonal skills, with the ability to collaborate effectively within a team
Proficiency in Microsoft Excel, PowerPoint, Bloomberg, and other financial analysis tools
Familiarity with artificial intelligence tools such as Copilot and other modern productivity solutions to enhance workflow and data analysis

Preferred

CFA charterholder (or progress toward achievement) preferred; other relevant professional designations will also be viewed positively
Previous experience or internships in finance, investment management, or a related field is preferred but not required

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase