Investment Data & Analytics Intern, Summer 2027

Northwestern Mutual; Milwaukee (WI); On-site; USD 25,000 - 41,000; Full time

Job summary

Northwestern Mutual is offering a fulltime onsite internship in Milwaukee, WI from June 2027 through August 2027. Local candidates are required to stay in Milwaukee during the summer, with selection from universities nationwide for placement on a specific team.

The Investment Data & Analytics Team supports cross-asset investment reporting and data solutions, with interns building dashboards in Excel and Power BI, performing ad hoc analyses, and learning through workshops and senior leadership

Qualifications

• Business major with finance or accounting emphasis.
• Investment program enrollment preferred.
• Proven Excel and data modeling skills.
• Familiarity with Power BI or SQL desirable.
• Strong analytical, math, and decision-making abilities.
• Strong written and oral communication; able to work independently.

Responsibilities

• Assist in creating and redesigning the portfolio view and cross-asset reporting solutions.
• Work with end users to create flexible dashboards.
• Perform ad hoc analyses and provide trusted data on the cross-asset investment portfolio.
• Develop and implement automated solutions to current manual processes.
• Analyze data concepts, relationships, and structures for migration and validation.

Skills

Analytical skills

Problem solving

Communication skills

Independent work

Education

Business major with finance/accounting emphasis

Tools

Excel

Power BI

SQL

Job description

Internship candidates can expect a fulltime onsite internship program, running from June 2027 through August 2027. This internship opportunity is offered in Milwaukee, WI. Candidates must be local to Milwaukee during the duration of the summer. Carefully selected from universities across the country, our interns bring distinctive ideas and perspectives to our organization. Our employees are passionate about building our emerging talent and future leaders. After application and initial screening conversation, interns are aligned interview and be hired to a specific team at NM based on their abilities and interests, providing exposure to real‑world business perspectives through hands‑on learning and substantial work. In addition to their day‑to‑day tasks, interns participate in professional development workshops, senior leadership Q&A's, volunteer initiatives, networking/social events, and more!

The Investment Data & Analytics Team

The Investment Data & Analytics team plays a fundamental role in ensuring that Northwestern Mutual stays financially sound, allowing the company to fulfill its promises to our policyowners when they need us the most. The team achieves this by providing accurate, trusted data and analytic research to the Northwestern Mutual Managed Investment Business partners. The team provides decision support through understandable and maintainable reporting solutions. We have an exciting opportunity for a highly detailed, analytical and energetic undergraduate student to have an impact on the cross‑asset investment reporting environment. There will be many opportunities to learn more about developing reporting solutions that tell a story management can rely on and use in the investment and risk management decision making process.

Basic Functions

• Assist in the creation and redesign of whole portfolio view, cross‑asset investment reporting solutions
• Work with end users to create highly flexible and functional dashboards
• Perform ad hoc analysis and provide accurate and trusted data on the cross‑asset investment portfolio
• Participate in developing and implementing automated solutions to current manual processes.
• Analyze data concepts, relationships, and structures to contribute to migration and validation of data in multiple environments.

Qualifications

• Business major with an emphasis in finance and/or accounting.
• Investment program enrollment preferred.
• Proven technical aptitude working with Excel spreadsheets and data models.
• Familiarity with Power BI is desirable (not a strict requirement).
• Familiarity with SQL and data management is desirable (not a strict requirement).
• Strong analytical, problem solving and decision‑making skills, competencies in finance and mathematics.
• High degree of personal initiative, demonstrated ability to work independently, excellent follow‑through ability and sense of personal accountability.
• Strong written and oral communication skills, ability to deal effectively and professionally with people at all levels.
• Employer immigration sponsorship is not available for this role

Who we are Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you’ll be working for a company that’s consistently voted among the “most admired” in the nation. We invite you to explore your career interests with us.

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Compensation Range: Pay Range – Start: $16.50 Pay Range – End: $30.00 We believe in fairness and transparency. It’s why we share the salary range for most of our roles. Internship salaries are determined based on academic tenure and major. The standard pay structure is listed. Build a strong career foundation with a best‑in‑class company that puts our clients' interests at the center of all we do. Get started now!

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. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago.

What started in Milwaukee, WI has grown into 7,000+ home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for bright, tech‑savvy candidates. 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.