Investment Associate - Private Debt & Equity at Northwestern Mutual

Milwaukee, Wisconsin, United States

Northwestern Mutual Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Private Equity, Private Credit, Investment ManagementIndustries

Requirements

  • Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence
  • Two-to-four years of relevant experience: investment banking, equity research, private equity, corporate development
  • Broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and 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 present opportunities during 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

Key technologies and capabilities for this role

Financial ModelingFinancial AnalysisInvestment ThesisPrivate EquityPrivate CreditAccountingExcelPortfolio MonitoringInvestment Memos

Questions & Answers

Common questions about this position

What is the salary range for the Investment Associate position?

Northwestern Mutual uses a geographic-specific salary structure, determined by factors like skills, education, experience, market labor costs, and location. It is not typical to be hired at or near the top of the range, with possible increases in certain locations like California.

Is this position remote or onsite?

This is an onsite position.

What qualifications and skills are required for this role?

Candidates need a four-year undergraduate degree in finance, accounting, economics, or mathematics with academic excellence, 2-4 years of relevant experience in investment banking, equity research, private equity, or corporate development, broad knowledge of investments, proficiency in accounting and computer modeling, strong interpersonal skills, and intellectual curiosity.

What is the company culture like at Northwestern Mutual Capital?

Northwestern Mutual is strong, innovative, and growing, investing in people and making a positive difference. The Pre-MBA Associate role offers engagement with Private Equity partners in a high-volume, lean deal team environment.

What makes a strong candidate for this Investment Associate role?

A strong candidate has a degree in finance, accounting, economics, or mathematics with academic excellence, 2-4 years in investment banking, equity research, private equity, or corporate development, plus proficiency in financial modeling, accounting, investments knowledge, and strong communication and relationship-building skills.

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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