Investment Data Analyst: Analytics, Dashboards & Insights

Northwestern Mutual; Milwaukee (WI); On-site; USD 76,000 - 113,000; Full time

Benefits offered by this job

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Job summary

Northwestern Mutual is seeking a data analytics professional to support its investment transaction lifecycle in Milwaukee. The role emphasizes data management, performance measurement, and reporting to clients, with emphasis on accuracy and auditable results.

You will build Power BI dashboards, develop quantitative analyses, and collaborate with investment, finance, and investor relations teams to answer ad-hoc questions and support due diligence and quarterly reporting.

Qualifications

• Degree in a quantitative field or equivalent experience
• 2+ years in analytics, investment, or performance measurement
• Experience with investment performance measurement and portfolio analytics
• Detail-oriented with data reconciliation skills
• Ability to design scalable analytical solutions

Responsibilities

• Manage, transform, and integrate portfolio data for quantitative analysis
• Develop investment performance measurement frameworks
• Build Power BI dashboards for portfolio management
• Partner with investment, finance, and IR for due diligence and reporting
• Document methodologies and data standards
• Assist users with troubleshooting eFront and data best practices

Skills

Python

Power BI

Snowflake

dbt

Excel

Education

Bachelor's or Master's in Finance/ Economics/ Statistics/ Data Science/ CS/ Eng

Tools

Power BI

Snowflake

dbt

Python

Job description

Northwestern Mutual is seeking a data analytics professional to support its investment transaction lifecycle in Milwaukee. The role emphasizes data management, performance measurement, and reporting to clients, with emphasis on accuracy and auditable results.

You will build Power BI dashboards, develop quantitative analyses, and collaborate with investment, finance, and investor relations teams to answer ad-hoc questions and support due diligence and quarterly reporting.