Northwestern Mutual · 1 week ago
Investment Ops Specialist
Milwaukee, WI
Full-time
Onsite
Entry Level
$50K/yr - $106K/yr
1+ years expNorthwestern Mutual is a financial services company that supports the management of institutional investments through its Investment Operations team. The role involves monitoring investment portfolios, responding to inquiries, preparing reports, and participating in risk management and process modernization efforts.
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Responsibilities
Assist in monitoring investment portfolios by reconciling cash positions, investment holdings, and critical data attributes to ensure accuracy and timeliness
Respond to internal and external inquiries regarding investment holdings, activities, and portfolio details
Help prepare internal reports and external regulatory filings using tools like PowerBI, Snowflake, and Microsoft Excel
Participate in process modernization efforts, incorporating digital tools, automation, and AI-driven analytics to streamline workflows and enhance data governance
Collaborate with teams across Finance and Risk and Institutional Investments to ensure seamless operations and alignment with company objectives
Assist in risk management activities, including conducting basic risk assessments and ensuring adherence to risk policies and regulatory standards
Support enterprise risk management efforts by identifying potential operational risks in investment activities and contributing to resiliency planning
Assist in data governance activities, including ensuring data quality, implementing governance policies and standards, and supporting data stewardship
Ensure accurate, efficient, and timely execution of operational activities across asset classes and managed accounts of reoccurring transactions in public, private, and/or real estate asset classes most asset classes in PI, MSA, NMC and NMRE's public and private managed portfolios including domestic fixed income, common stock, foreign, private placements, real estate equity and mortgage loans. Work with front office to settle transactions
Collaborate with senior staff members to solve more complex issues and work with custodial bank representatives, brokers, traders, and field offices
Maintain investment data on various systems, conduct reconciliations, and work closely with Investment Accounting, Financial Management, Law and other related investment areas to resolve issues
Respond to and investigate cash receivable and payable exceptions. Resolve a wide variety of standard problems
Stay informed of industry and regulatory changes and developments that affect processing procedures
Assist with testing, system enhancements, upgrades, new initiatives and other projects involving procedural and workflow changes and may make recommendations for process improvements
Ensure adherence to contractual terms and amendments through interpretation and analysis of basic legal documents
Qualification
Required
Bachelor's degree in business with emphasis in finance, accounting, management, real estate or information systems or equivalent related experience
Adaptability and a growth mindset
Skills in data literacy
Basic experience in data visualization or automation software
Attention to detail
Ability to handle data intensive tasks in a fast-paced setting
General knowledge of a variety of investment asset types
Strong verbal and written communication skills
Strong problem-solving skills and analytical ability
Preferred
1-3 years of related, investment operations experience preferred
Company
Northwestern Mutual
At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.
5001-10000 employees
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
Accounting and Finance
Engineering and Development
Product Management
Management and Executive
Creatives and Design
Customer Service and Support
Trends of Total Sponsorships
*2026 (49)
2025 (140)
2024 (137)
2023 (129)
2022 (207)
2021 (129)
2020 (84)
Funding
Current Stage
Late StageTotal Funding
$1.25B2026-06-05Debt Financing· $1.25B
Leadership Team
Andrew Watkins, CFP®, CRPC®, CLU®, ChFC®
Wealth Management Advisor/ CEO & Founder of Triangle Wealth Advisors
Andy Platt, CFP®,CLU®,ChFC®
CEO & Wealth Management Advisor, Platt Allen
Recent News
Crunchbase News
2026-05-28
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-05-21
Company data provided by crunchbase