Northwestern Mutual

Process Analyst

Northwestern Mutual • $89K — $134K *
Milwaukee, WI 53215In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's and/or Master's degree in Finance, Economics, Statistics, Data Science, Computer Science, Financial Engineering, or a related quantitative field.
  • Two or more years of experience in a quantitative, analytics, or investment-focused business analyst role.
  • Demonstrated experience in analyzing and improving processes within investment management or financial services.
  • Track record of identifying operational inefficiencies and delivering process improvements.
  • Strong data-driven decision-making mindset with comfort in unstructured problem spaces.
  • Experience with change management principles to guide teams through transitions.

Responsibilities

  • Document and enhance processes within the investment transaction lifecycle, focusing on deal sourcing and portfolio performance.
  • Map and analyze front office processes to detail current workflows and pain points.
  • Conduct assessments to identify inefficiencies in deal team operations and data flow.
  • Develop and prioritize improvement plans in collaboration with stakeholders to ensure effective adoption.
  • Evaluate and recommend enhancements for current technology utilization to boost efficiency and reduce risks.
  • Serve as a champion of process discipline and best practices in the front office.
  • Build and maintain Power BI dashboards for portfolio management and analysis.

Benefits

  • Access to advanced tools and technologies required for optimal productivity.
  • Opportunity to drive and implement meaningful process improvements.
  • Supportive work culture that encourages continuous learning and professional growth.
  • Collaborate closely with senior leadership, enhancing communication and influence skills.
  • Involvement in process innovation through the integration of AI and data science.
Full Job Description
About the Job:
  • This role will focus on understanding, documenting, and improving processes with NMC's investment transaction lifecycle; including deal sourcing, due diligence, valuation, portfolio monitoring, and portfolio performance.
  • Map and document end-to-end front office processes across deal sourcing, underwriting, portfolio monitoring, and investment decision-making to establish a clear baseline of current-state workflows, handoffs, and pain points.
  • Conduct structured assessments of deal team to identify inefficiencies, manual bottlenecks, redundant steps, gaps in data flow or system utilization, and room for introduction of AI enabled workflows and tools.
  • Develop and prioritize process improvement plans with clearly defined objectives, milestones, resource requirements, and expected business impact, partnering with front office stakeholders to drive adoption.
  • Evaluate current technology utilization across front office systems (e.g., eFront, Snowflake, Power BI) and recommend configuration changes, automation opportunities, or workflow redesigns to increase efficiency and reduce operational risk.
  • Serve as a change agent by championing process discipline, standard operating procedures, and best practices across the front office.
  • Identify, define, and refine key investment metrics and analytical views that inform investment decisions and support positive business outcomes.
  • Build and maintain Power BI dashboards that combine quantitative outputs and visual storytelling to support portfolio management and senior leadership.
  • Configure eFront and assist users with troubleshooting and best practices.
  • Contribute to the design and maintenance of AI-ready datasets by optimizing and enhancing datasets for consumption by investment professionals.
  • Clearly document analytical methodologies, assumptions, data standards, and repeatable processes.


What You'll Bring to the Role:
  • Bachelor's and/or Master's degree in Finance, Economics, Statistics, Data Science, Computer Science, Financial Engineering, or a related quantitative field, or an equivalent combination of education and experience.
  • Two or more years of experience in quantitative, analytics, or investment focused business analyst role.
  • Demonstrated experience analyzing and improving business processes within an investment management, asset management, or financial services front office environment.
  • Track record of identifying operational inefficiencies and delivering measurable process improvements.
  • Strong data-driven decision-making mindset with comfort working in ambiguous, unstructured problem spaces.
  • Process-oriented approach with the ability to design scalable, repeatable analytical solutions.
  • Strong communication and influence skills, with the ability to present findings, recommendations, and improvement roadmaps to both technical and non-technical audiences, including senior leadership.
  • Experience with change management principles and the ability to guide teams through process transitions with minimal disruption.
  • Intellectual curiosity and willingness to challenge assumptions, methodologies, and existing analytical approaches.
  • High attention to detail and a strong instinct to reconcile, validate, and pressure-test data and results.
  • Experience with Snowflake, Python, dbt, and PowerBI preferred.
  • Proficiency in process mapping and documentation tools to create clear, shareable representations of current-state and future-state workflows.
  • Ability to apply structured process improvement methodologies to diagnose root causes and design scalable solutions.
  • Strong facilitation and stakeholder engagement skills to lead discovery sessions, gather requirements, and drive alignment across investment professionals, operations, and technology teams.
  • Ability to build cases for process improvements, quantifying effort, risk, and expected ROI to support prioritization and leadership decision-making.
  • Proficiency in Power BI, including data modeling and integrating quantitative outputs into dashboards.
  • Advanced proficiency in Excel, including modeling and validation of analytical results.
  • Proficiency in Snowflake and dbt to query and build datasets.
  • Ability to interpret, scrub, process, and clearly explain complex quantitative results to non-technical stakeholders.


Skills You Will Have:
  • Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
  • Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
  • Financial Market Monitoring: Consistently tracks and analyzes financial market data and news, evaluates trends and events that may impact investment portfolios or financial decisions, and makes informed decisions based on this information. Stays up to date on economic indicators, market news, and global events, and understands how they relate to investment opportunities and risks.
  • Industry Knowledge: Demonstrates extensive knowledge of common practices, regulatory considerations, market trends and the competitive landscape within a particular industry / sector to better understand and address unique client requirements, challenges, and context.
  • Risk Evaluation: Assesses the significance of identified risks, makes judgments about the significance of the risk in relation to the organization's objectives and assesses whether the risk is acceptable or not. Considers factors such as the organization's risk appetite, risk tolerance, and risk management resources to help decision-makers determine which risks require further action and which can be accepted or tolerated.


Compensation Range:

Pay Range - Start:
$89,360.00

Pay Range - End:
$134,040.00

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.

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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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