Northwestern Mutual

Senior Research & Portfolio Analyst

Milwaukee, Wisconsin, United States

$60,000 – $80,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Investment ManagementIndustries

Requirements

Candidates should possess a Bachelor’s degree in Finance, Economics, or a related field, along with a strong understanding of investment principles and portfolio management. A Master’s degree or CFA designation is preferred, and at least 5 years of experience in investment analysis or portfolio management is required. Strong analytical and quantitative skills are essential, as is the ability to interpret financial data and develop investment recommendations.

Responsibilities

The Senior Research & Portfolio Analyst will conduct initial due diligence on third-party asset managers using the Mason Street Advisors investment research process, including qualitative and quantitative analysis. They will perform portfolio construction for multi-manager sub-advised funds, manage overall portfolio risk and factor exposures, and monitor manager weights and cash flows. The role involves ongoing performance monitoring, attribution analysis, and reporting, as well as consulting on investment strategy and participating in Network Office calls. Furthermore, the analyst will provide investment research commentaries and content for financial advisors and internal partners, and collaborate with compliance, operations, and legal teams.

Skills

Investment Analysis
Portfolio Management
Financial Data Interpretation
Quantitative Analysis
Due Diligence
Risk Management
Performance Monitoring
Attribution Analysis
Investment Recommendations
Financial Modeling

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.

Key Metrics

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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