Investment Management Analyst jobs in United States
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Northwestern Mutual · 23 hours ago

Investment Management Analyst

positionNorth Miami Beach, FL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Northwestern Mutual is a financial services and wealth management company that prioritizes creating personalized, people-first plans for long-term financial clarity and security. They are seeking an Investment Management Analyst to support the investment decision-making process, conduct research and analysis on financial markets, and evaluate investment opportunities.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Supporting the investment decision-making process
Conducting research and analysis on financial markets
Evaluating investment opportunities
Preparing and presenting reports
Monitoring portfolio performance
Collaborating closely with the team to execute investment strategies
Providing insights to support business goals

Qualification

Analytical skillsFinancial analysis toolsPortfolio managementMicrosoft ExcelProgram ManagementTrainingDevelopmentProactive mindsetInterest in investment managementBachelor’s degreeSeries 7 & 63Effective communicationAdaptability

Required

Strong analytical skills to evaluate financial data, market trends, and investment opportunities
Effective communication skills, both written and verbal, to clearly convey financial insights and collaborate with team members
Foundational knowledge in Finance, including portfolio management, market research, and financial modeling
Experience or familiarity with Program Management and the ability to manage multiple projects effectively
Capacity to assist in Training and development initiatives for team members or client education as needed
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Proficiency in financial analysis tools and software; advanced Microsoft Excel skills are an advantage
A proactive mindset, adaptability to a dynamic work environment, and a strong interest in investment management

Preferred

Series 7 & 63 Preferable

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Recent News

PR Newswire
Northwestern Mutual tops industry in Financial Soundness, Quality of Products and Services, Long-Term Investment Value and more on FORTUNE's latest list of the "World's Most Admired" Companies
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Where Northwestern Mutual has outgrown a 150-person office
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth
2026-01-17
Company data provided by crunchbase