Investment Analyst - Private Debt & Equity at Northwestern Mutual

Milwaukee, Wisconsin, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Private Equity, Private Credit, Financial ServicesIndustries

Requirements

Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence
A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, strong computer modeling skills, and intellectual curiosity
Strong interpersonal skills including written/oral communication and relationship building
#LI-Onsite (onsite work requirement)

Responsibilities

Analyze and evaluate private equity and private credit investments across a wide range of industries
Develop investment theses
Perform detailed financial analysis and modeling
Assist in the writing of investment memos and contribute to investment committee discussions
Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors
Actively monitor portfolio performance

Skills

Financial Modeling

Financial Analysis

Accounting

Excel

Investment Analysis

Private Equity

Private Credit

Investment Memos

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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