At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
The Senior Research Analyst is responsible for performing due diligence, as well as, making recommendations for alternative investment offerings within Northwestern Mutual' s $225 billion investment programs, which includes $55 billion in home office discretionary models. Research responsibilities will include product coverage within assigned asset classes and covering alternative investments, such as private equity, hedge funds, real estate, private debt, and interval funds. In this role, you will collaborate with our field and internal partners to provide perspective on assigned funds and communicate with advisors regarding various, and more complex funds structures, investment approaches, performance expectations and results, and how to position products within a portfolio.
Maintain a select list of approved funds available through 3rd party platforms which includes: adding and removing managers as funds close, new funds are added, funds change eligibility.
Write research reports for approved funds and ensuring appropriate due diligence is performed following NMWMC's investment research process.
Assist in crafting educational content for advisors, which may include writing longer position papers on the use of alternative funds with clients and portfolio positioning
Manage relationships with outside managers and 3rd party platforms to include on-site visits and regular updates.
Bring your best! What the role needs:
Bachelor's degree or equivalent in business, finance, economics or related equivalent combination of work experience.
8 years plus meaningful work experience in the investment industry to include experience performing investment research and/or evaluating investments or investment products as part of a portfolio.
Background in manager research and recommending mutual funds, ETFs, SMAs, alternatives as part of a fully diversified portfolio.
Background researching and recommending private equity, hedge funds, real estate, or other alternative investments is also helpful but not required.
Broad knowledge of markets, investments, economics, accounting, and financial tools, such as Bloomberg, Morningstar Direct, Excel, etc.
Experience working with CAIS or iCapital is also beneficial.
Strong working knowledge of current trends within the investment industry.
The ability to communicate effectively at all levels of the organization, as well as with financial advisors. This includes writing reports, memos, communications, as well as giving presentations to audiences of varying sizes.
CFA and/or CAIA strongly preferred.
This job is not covered by the existing Collective Bargaining Agreement.
Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now!
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
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 commitment to diversity and inclusion.
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation and distribution. With more than $217 billion in assets, $26 billion in revenues and more than $1.5 trillion worth of life insurance protection in force. Northwestern Mutual delivers financial security to more than 4.2 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 enhancing the engagement of those who bring their unique 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.