Northwestern Mutual

Investment Perf & Analytics Analyst (Hybrid)

Northwestern Mutual • $75K — $113K *
Milwaukee, WI 53215Hybrid
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, math, statistics, business, or related field.
  • Understanding of various investment accounts and vehicles.
  • Knowledge of investment performance calculations and statistics.
  • Expertise in analytical tools like MS Excel, Business Objects, and PowerBI.
  • Ability to analyze complex data and generate actionable insights.
  • Strong aptitude for learning new analytical tools and techniques.
  • Demonstrated initiative and ability to work collaboratively with teams.

Responsibilities

  • Analyze investment performance data and communicate insights to senior management and team stakeholders.
  • Assist in identifying and rectifying defects in performance reporting.
  • Prioritize enhancements to performance reporting based on feedback.
  • Conduct data quality checks and resolve vendor data errors.
  • Produce and validate marketing materials for Advisory models and strategies.
  • Load data into analytical tools for quantitative assessment.
  • Summarize complex analysis into accessible recommendations and presentations.

Benefits

  • Opportunities for professional growth and learning new platforms.
  • Collaboration with senior management and cross-functional teams.
  • Engagement in a dynamic field with changing investment strategies and products.
  • Potential for involvement in innovative problem-solving projects.
Full Job Description
Primary Duties and Responsibilities
  • Helps analyze investment performance data and communicate with senior management, field, and home office teams.
  • Assist in performance reporting projects to identify and fix reporting defects.
  • Prioritize performance reporting enhancements based on multiple sources of feedback.
  • Performs data quality checks and works to resolve errors in data with the vendor(s).
  • Produce and validate marketing materials used by the Field to define our Advisory models/strategies.
  • Loading data to Field analytical tools such as Morningstar and Ycharts to assist in quantitative analysis.
  • Summarizes analysis into user-friendly deliverables by translating technical, detailed data into business-appropriate communications and recommendations (including process change recommendations).
  • Reports analytical results and recommendations in written, verbal and presentation form.
  • Other responsibilities may be assigned as necessary.


Qualifications
  • Bachelor's degree in finance, accounting, math, statistics, business or related field.
  • Understanding of investment accounts including Brokerage, Advisory, Direct-to-fund, etc.
  • Understanding of investment vehicles; stocks, bonds, ETFs, Mutual Funds, illiquid alternatives, etc.
  • Understanding business processes to include research and data analysis.
  • Understanding of various types of investment performance calculations (IRR, TWR) and various performance statistics.
  • Understand portfolio risk exposures and benchmark characteristics.
  • Knowledge of performance attribution methodologies.
  • Expertise in analytical tools such as MS Excel, Business Objects, and PowerBI.
  • Proven excellence in problem solving, research, quantitative analysis and analytical working techniques.
  • Strong aptitude and desire for learning new platforms, investment products/strategies, analytic and presentation tools, analytic and quantitative techniques.
  • Ability to generate new ideas and go beyond the status quo; recognize the need for new or modified approaches.
  • Demonstrated ability to gather information systematically; consider a broad range of issues or factors; grasp complexities and perceive relationships among problems or issues; use accurate logic in analysis.
  • Initiative to independently prioritize and develop individual deliverables while still being a team player.
  • Demonstrated ability to deliver results and recommendations in written, verbal, and presentation form at an appropriate level for a business audience.
  • Ability to work effectively with people at all levels.


This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA

Compensation Range:

Pay Range - Start:
$75,600.00

Pay Range - End:
$113,400.00

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

About Northwestern Mutual

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages billion of dollars of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).

Northwestern Mutual Careers

Joining Northwestern Mutual presents a unique opportunity to be part of a team that is dedicated to empowering personal and professional growth, innovation, and leadership in the financial services industry. As a company renowned for its commitment to excellence and a culture that values diversity and inclusion, Northwestern Mutual offers unparalleled job opportunities for both seasoned professionals and those at the start of their careers.

Work You’ll Do

At Northwestern Mutual, we believe in building strong relationships not only with our clients but also among our team members. By joining our team, you will collaborate with some of the most talented professionals in the industry, all united in their commitment to leadership and innovation. Our employees are equipped with top-tier benefits and diversity training that ensure their career journey is both rewarding and inclusive.

Explore Professional Growth and Development

Northwestern Mutual is committed to fostering an environment where career growth is not just a possibility but a priority. With a variety of positions available, from financial representatives to internships for budding professionals, our company is a place where your skills and passion can thrive. We provide extensive training programs and leadership development opportunities that prepare you for success in your current role and beyond.

Innovative Work Environment

Our team at Northwestern Mutual is at the forefront of integrating cutting-edge technology and innovative financial strategies to provide exceptional service to our clients. This focus on innovation is not just about staying current; it's about leading the way in the financial sector. Employees at all levels are encouraged to contribute ideas and take initiative, driving the company forward as a leader in the financial industry.

Be Part of Our Diverse and Inclusive Team

Diversity and inclusion are more than just buzzwords at Northwestern Mutual; they are integral to our company culture and business strategy. We are committed to creating a workplace where all employees can flourish. Our diversity training programs are designed to enhance understanding and foster an inclusive environment for all team members.

Networking and Career Advancement

Networking within Northwestern Mutual opens doors to expansive career advancement opportunities. We encourage our employees to engage in internal networking events, which often lead to mentorship and further career development. Whether you are looking to enhance your resume, prepare for an interview, or step into a leadership role, Northwestern Mutual provides the resources and support to help you achieve your professional goals.

Join Our Team

Search open positions that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to take their career to the next level. Explore the job opportunities and internships available at Northwestern Mutual and find out how you can contribute to our legacy of innovation and leadership.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Northwestern Mutual.

SEARCH NORTHWESTERN MUTUAL JOBS

Join us and start your journey at Northwestern Mutual today, where your career is nurtured, your skills are honed, and your achievements are celebrated.
Learn more about Northwestern Mutual
Size
7,000 employees
Industry
Finance & Insurance
* Ladders Estimates

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