Investment Analytics Associate

Northwestern Mutual

Milwaukee (WI)

On-site

USD 89,000 - 134,000

Full time

6 days ago

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Benefits offered by this job

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Job summary

Northwestern Mutual Capital (NMC) seeks an Investment Analytics Associate to enhance front-office decision support through investment data, processes, and technology. You will work across the investment lifecycle with professionals and tech partners to diagnose challenges and implement durable improvements.

You will shape data-driven solutions, build dashboards, and guide adoption of AI-ready datasets while maintaining strong governance and controls across portfolios.

Qualifications

Bachelor's or Master's degree in finance, economics, statistics, data science, computer science, financial engineering, or related field, or equivalent experience.
Two or more years of experience in investment, quantitative, analytics, business analysis, process improvement, or related role.
Experience analyzing and improving business processes within investment management or similar analytically complex environment.
Working knowledge of investment workflows and ability to engage credibly with investment professionals.
Ability to build business cases and communicate tradeoffs involving effort, risk, and value.

Responsibilities

Work across the investment lifecycle to understand how decisions, data, systems, and processes connect.
Partner with investment professionals to solve high-value problems beyond mere documentation.
Shape analytical tools, workflows, and data products to improve decision quality and speed.
Operate at the intersection of investments, analytics, technology, and change management.
Own complex initiatives from problem definition through implementation and adoption.
Map end-to-end front-office processes across deal sourcing, underwriting, closing, valuation, and monitoring.
Lead structured discovery to identify bottlenecks, data gaps, and process inefficiencies.
Translate investment needs into clear process, data, and technology requirements.
Design future-state workflows with stronger controls and scalable operating practices.
Develop roadmaps with milestones, risks, and business impact.
Evaluate platforms and tools like eFront, Snowflake, Power BI for better workflows.
Build business cases to quantify effort, risk reduction, and value.
Define investment metrics and decision-support tools with investment professionals.
Create Power BI dashboards and outputs to support portfolio management.
Support configuration and adoption of consistent practices across platforms.
Contribute to reliable, AI-ready investment datasets and documentation.
Create clear process maps and implementation plans.
Drive adoption by resolving ambiguity and communicating changes.

Skills

Adaptive Communication

Attention to Detail

Financial Market Monitoring

Industry Knowledge

Risk Evaluation

Education

Bachelor's or Master's degree in finance or related field

Tools

Power BI

eFront

Snowflake

Job description

About the Job

Northwestern Mutual Capital (NMC) seeks an Investment Analytics Associate to improve how investment processes, data, and technology support front-office decision-making. The role spans NMC's investment transaction lifecycle, including deal sourcing, due diligence, underwriting, valuation, portfolio monitoring, performance analysis, and reporting. This is an role for a professional who can combine investment understanding with structured problem-solving, quantitative analysis, and process design. You will work directly with investment professionals and technology partners to diagnose complex workflow challenges, define practical solutions, and help translate promising ideas into durable operating improvements. The strongest candidates will bring credibility with investment stakeholders, comfort working through ambiguity, and a demonstrated ability to influence change without relying on formal authority.

You will work on problems that often cross organizational, process, data, and technology boundaries. Requirements may be incomplete, stakeholder needs may differ, and the best solution may require both near-term pragmatism and a longer-term operating vision. Success requires investment context, structured analysis, sound judgment, and persistence through implementation.

What You'll Do:

Work across the investment lifecycle and gain a broad view of how investment decisions, data, systems, and operating processes connect.
Partner directly with investment professionals to solve high-value problems rather than focusing only on documentation or administration.
Shape analytical tools, workflows, and data products that can improve decision quality, execution speed, transparency, and control.
Operate at the intersection of investments, analytics, technology, and change management.
Take ownership of complex initiatives from problem definition through implementation and adoption.
Map and assess end-to-end front-office processes across deal sourcing, underwriting, approval, closing, valuation, portfolio monitoring, and investment decision-making.
Lead structured discovery with deal teams to identify manual bottlenecks, redundant steps, unclear ownership, data gaps, control risks, and underused system capabilities.
Translate investment and business needs into clear process, data, analytical, and technology requirements.
Design future-state workflows that simplify work, strengthen controls, improve data capture, and create scalable operating practices.
Develop and prioritize improvement roadmaps with defined objectives, milestones, dependencies, resource needs, risks, and expected business impact.
Evaluate how front-office platforms and analytical tools, including eFront, Snowflake, Power BI, and AI-enabled capabilities, can better support investment workflows.
Build business cases that quantify effort, risk reduction, capacity benefits, and expected value to support prioritization and leadership decisions.
Define and refine investment metrics, analytical views, and decision-support tools in partnership with investment professionals.
Build or guide the development of Power BI dashboards and analytical outputs that support portfolio management and senior leadership.
Support eFront configuration, data validation, troubleshooting, user enablement, and adoption of consistent practices.
Contribute to the design of reliable, well-governed, AI-ready investment datasets.
Create clear process maps, operating procedures, analytical documentation, and implementation plans.
Drive adoption by facilitating decisions, resolving ambiguity, communicating changes, and reinforcing new ways of working.

What You'll Bring to the Role:

A bachelor's or master's degree in finance, economics, statistics, data science, computer science, financial engineering, or a related field, or an equivalent combination of education and relevant experience.
Two or more years of experience in an investment, quantitative, analytics, business analysis, process improvement, or related role.
Demonstrated experience analyzing and improving business processes within investment management, asset management, financial services, or another analytically complex environment.
Working knowledge of investment workflows and the ability to engage credibly with investment professionals.
A track record of identifying operational challenges and translating findings into practical, measurable improvements.
Strong facilitation and stakeholder-management skills, including the ability to lead discovery sessions, surface competing needs, and build alignment.
Ability to structure ambiguous problems, evaluate alternatives, and make clear recommendations supported by evidence.
Ability to build business cases and communicate tradeoffs involving effort, risk, control, capacity, and expected value.
Strong written and verbal communication skills, including the ability to present recommendations and roadmaps to technical, investment, and senior leadership audiences.

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: Assess 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.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Skills

Risk Evaluation (NM), Industry Knowledge (NM), Attention to Detail (NM), Adaptive Communication (NM), Financial Market Monitoring (NM)

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.