Investment Analyst Intern - Private Debt & Equity, Summer 2026 at Northwestern Mutual

Milwaukee, Wisconsin, United States

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Not SpecifiedCompensation

InternshipExperience Level

InternshipJob Type

UnknownVisa

Private Equity, Private Debt, Financial ServicesIndustries

Requirements

Pursuing a Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field from an accredited college or university
Graduation Date: Between December 2026 – June 2027
Cumulative grade point average of 3.5 or higher
Previous work or classroom experience in one or more of the following: Investment Banking, Equity Research, Private Equity, and/or Corporate Development

Responsibilities

Assist in all aspects of the transaction process, including analyzing, modeling, and monitoring investments
Develop cash flow models and investment theses
Conduct various risk analyses
Coordinate and communicate directly with corporate executives
Present investment opportunities to senior members of Northwestern Mutual Capital

Skills

Key technologies and capabilities for this role

Financial ModelingCash Flow ModelingRisk AnalysisInvestment AnalysisPrivate EquityPrivate DebtInvestment BankingEquity ResearchCorporate Development

Questions & Answers

Common questions about this position

Is this internship remote or onsite?

The internship is onsite.

What is the duration of the internship?

The internship runs from June 2026 to August 2026.

What education and experience are required for this role?

Candidates must be pursuing a Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field, graduating between December 2026 and June 2027, with a GPA of 3.5 or higher, and have previous experience in Investment Banking, Equity Research, Private Equity, or Corporate Development.

What compensation or salary is offered for this internship?

This information is not specified in the job description.

What makes a strong candidate for this internship?

Strong candidates will have a GPA of 3.5 or higher, relevant education in Finance or related fields with a graduation date between December 2026 and June 2027, prior experience in Investment Banking, Equity Research, Private Equity, or Corporate Development, and preferably previous Private Debt & Equity internship experience.

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Milwaukee, WisconsinHeadquarters

1856Year Founded

N/ACompany Stage

Consulting, Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Growing your Career

Compensation & Time Off

Insurance plans

Health Savings Account

Wellness programs & resources

401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.

Internal competition may arise from Wellthi's focus on the Black community.

Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.

The company launched 'The Great Realization' campaign to refocus customer priorities.

Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.

Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.

Digital transformation in insurance leads to more personalized customer experiences.

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