Hybrid Investment Operations & Data Analyst

Northwestern Mutual; Wisconsin; Hybrid; USD 57,000 - 85,000; Full time

Job summary

Northwestern Mutual’s Investment Operations team supports the management of the company’s institutional investments. The team focuses on accuracy, efficiency, and risk management across multiple asset classes.

You will assist in monitoring portfolios, reconciling cash and holdings, and responding to inquiries while helping prepare reports and filings with PowerBI, Snowflake, and Excel. You’ll engage in process modernization and data governance initiatives with senior staff guidance.

Qualifications

• 1–3 years of related investment operations experience preferred.
• Bachelor’s degree in business with emphasis in finance, accounting, management, real estate or information systems.
• Strong verbal and written communication skills.
• Data literacy and attention to detail.
• Ability to handle data-intensive tasks in a fast-paced setting.
• Familiarity with data visualization or automation software.

Responsibilities

• Assist in monitoring investment portfolios by reconciling cash positions, investment holdings, and data attributes to ensure accuracy and timeliness.
• Respond to internal and external inquiries regarding investment holdings and portfolio details.
• Help prepare internal reports and external regulatory filings using PowerBI, Snowflake, and Excel.
• Participate in process modernization efforts with digital tools, automation, and AI-driven analytics.
• Collaborate with Finance, Risk, and Institutional Investments to ensure seamless operations.

Skills

Adaptability

Data literacy

Data visualization

Automation software

Attention to detail

Fast-paced data tasks

Verbal and written communication

Problem solving

Education

Bachelor’s degree in business with emphasis in finance, accounting, management, real estate or information systems

Tools

PowerBI

Snowflake

Microsoft Excel

Job description

Northwestern Mutual’s Investment Operations team supports the management of the company’s institutional investments. The team focuses on accuracy, efficiency, and risk management across multiple asset classes.

You will assist in monitoring portfolios, reconciling cash and holdings, and responding to inquiries while helping prepare reports and filings with PowerBI, Snowflake, and Excel. You’ll engage in process modernization and data governance initiatives with senior staff guidance.