Job Description

Investment Analyst - Private Debt & Equity at Northwestern Mutual summary:

The Investment Analyst role at Northwestern Mutual Capital involves evaluating private debt and equity investments, performing financial modeling, and supporting investment decisions within a $65B asset management portfolio. The position requires strong analytical, communication, and relationship-building skills, with responsibilities including investment thesis development, portfolio monitoring, and collaboration with various stakeholders. This is a two to three-year assignment aimed at entry-level candidates with backgrounds in finance, accounting, or economics, offering career growth opportunities within a reputable investment firm.

Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages $65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments.

The Analyst position is a two to three-year assignment, and high performers can expect increasing responsibility.

Analyst Responsibilities:

• Analyze and evaluate private equity and private credit investments across a wide range of industries.
• Develop investment theses.
• Perform detailed financial analysis and modeling.
• Assist in the writing of investment memos and contribute to investment committee discussions.
• Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.
• Actively monitor portfolio performance.

Qualifications:

• Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.
• A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
• Strong interpersonal skills including written / oral communication and relationship building.
• 0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles.

Compensation Range:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed.

Grow your career 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 who welcomes and encourages diversity in the workforce. 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.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.

We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

Keywords:

investment analyst, private equity, private debt, financial modeling, investment thesis, portfolio management, leveraged finance, financial analysis, asset management, equity research

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