Senior Research & Portfolio Analyst - Subadvised Funds
Location: Milwaukee, Wisconsin
Internal Number: 27613
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
At Northwestern Mutual, we help our clients realize the promise of financial security and deliver comprehensive planning, insurance and investments through a trusted advisor and engaging technology.
Investment Products and Services helps our clients grow their wealth. In other words, our team completes the promise we've made to our clients. By bringing investments and insurance together into one comprehensive plan, we help our clients strive toward their complete financial picture.
The Senior Research & Portfolio Analyst - Subadvised funds is responsible all aspects of subadvisor research, selection, monitoring, reporting, and ongoing management decisions within Northwestern Mutual Wealth Management's subadvised funds. Research responsibilities will include identifying subadvisors to fulfill specific investment mandates within the funds. Determining optimal weights of subadvisors. Monitoring those subadvisors to ensure adherence to the mandate. Reporting to the fund Board and other parties on subadvisor performance, as well as on overall fund performance.
Assist in crafting marketing and informative content for advisors and clients related to the funds
Present to internal teams and financial advisors on how subadvisors were selected and how funds are encouraged to perform
Manage relationships with outside managers to include on-site visits and regular updates
Maintain a list of potential subadvisors and strategies to use within the fund
Creating reports for approved managers and ensuring appropriate due diligence is performed following NMWMC's investment process
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 selection and oversight of investment advisors in 40 Act structure
Broad knowledge of markets, investments, economics, accounting, and financial tools, such as Bloomberg, FactSet, Morningstar Direct, Excel, etc.
Strong working knowledge of current trends within the investment industry.
The ability to communicate optimally 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 MBA 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.