Investment Perf & Analytics Analyst (Hybrid)
$75,600–$75,600 year
HybridMilwaukee, Wisconsin, United States
Job Summary
Analyze investment performance data and communicate findings to senior management, field, and home office teams. Assist in performance reporting projects to identify and fix defects, prioritizing enhancements based on feedback. Perform data quality checks, resolve vendor errors, and load data into analytical tools like Morningstar and Ycharts. Produce marketing materials for Advisory models and translate technical data into business recommendations. Report analytical results and process change suggestions in written, verbal, and presentation formats. This role requires a Bachelor's degree in finance or related fields and expertise in tools such as PowerBI and Excel. Compensation ranges from $75,600 to $113,400. Northwestern Mutual is growing its digital and tech capabilities across its three campuses.
Required Qualifications
- Bachelor's degree in finance, accounting, math, statistics, business or related field
- Understanding of investment accounts including Brokerage, Advisory, Direct-to-fund, etc.
- Understanding of investment vehicles; stocks, bonds, ETFs, Mutual Funds, illiquid alternatives, etc.
- Understanding business processes to include research and data analysis
- Understanding of various types of investment performance calculations (IRR, TWR) and various performance statistics
- Understand portfolio risk exposures and benchmark characteristics
- Knowledge of performance attribution methodologies
- Expertise in analytical tools such as MS Excel, Business Objects, and PowerBI
- Proven excellence in problem solving, research, quantitative analysis and analytical working techniques
- Strong aptitude and desire for learning new platforms, investment products/strategies, analytic and presentation tools, analytic and quantitative techniques
- Ability to generate new ideas and go beyond the status quo; recognize the need for new or modified approaches
- Demonstrated ability to gather information systematically; consider a broad range of issues or factors; grasp complexities and perceive relationships among problems or issues; use accurate logic in analysis
- Initiative to independently prioritize and develop individual deliverables while still being a team player
- Demonstrated ability to deliver results and recommendations in written, verbal, and presentation form at an appropriate level for a business audience
- Ability to work effectively with people at all levels
- This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form
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