Milwaukee-Based Investment Operations Intern — Hands-On Finance

Northwestern Mutual; Milwaukee (WI); On-site; USD 23,000 - 41,000; Full time

Benefits offered by this job

Professional development workshops

Senior leadership Q&A's

Volunteer initiatives

Networking/social events

Job summary

Northwestern Mutual in Milwaukee, WI seeks an Investment Operations Intern to support data accuracy, settlements, and reconciliations across managed investments. You will work with partners, brokers, and traders to ensure timely, correct transactions and maintain investment records.

The program runs June–August 2027 full-time onsite, transitioning to part-time in Fall 2027 and Spring 2028, with professional development and leadership Q&A events.

Qualifications

• Enrolled in a college degree program with a business major.
• Anticipated graduation date of May 2028 or later.
• GPA of 3.0 or better.

Responsibilities

• Ensure investment data is accurate, complete, and timely.
• Review and reconcile cash, investment positions, and critical data attributes.
• Respond to inquiries regarding investment holdings and activity.
• Maintain investment data on systems and perform reconciliations.
• Investigate cash receivable/payable exceptions.
• Maintain records and reconcile physical securities.

Skills

MS Excel

MS Word

Outlook

Analytical ability

Interpersonal skills

Time management

Education

Business major in college

Anticipated graduation May 2028 or later

Tools

Microsoft Office

Job description

Northwestern Mutual in Milwaukee, WI seeks an Investment Operations Intern to support data accuracy, settlements, and reconciliations across managed investments. You will work with partners, brokers, and traders to ensure timely, correct transactions and maintain investment records.

The program runs June–August 2027 full-time onsite, transitioning to part-time in Fall 2027 and Spring 2028, with professional development and leadership Q&A events.