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NM Capital Investment Data Analyst

Northwestern Mutual Life Insurance Company

MILWAUKEE, WIJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
MILWAUKEE, WI
Work Authorization
Not specified

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Job overview

The NM Capital Investment Data Analyst focuses on data across the investment transaction lifecycle, from deal sourcing and due diligence through valuation, portfolio monitoring, performance, and client reporting. The role develops investment performance frameworks, custom analyses, models, and Power BI dashboards; partners with investment, finance, and investor relations teams; configures eFront; and helps prepare datasets for investment professionals.

Skills & qualifications

RequiredNice to have

Skills

Investment Performance MeasurementReturn CalculationsPortfolio AnalyticsData-Driven Decision-MakingAnalytical Solution DesignAttention to DetailData ValidationSnowflakePythonDbtPower BIPandasNumPyInvestment AnalysisPerformance CalculationsAnalytical PipelinesData Modeling

Qualifications

Bachelor's or Master's in Quantitative Field or Equivalent2+ Years Quantitative or Analytics Experience

Full job description

JOB REQUIREMENTS: About the Job: This role will focus on the data associated with NMC's investment transaction lifecycle; including deal sourcing, due diligence, valuation, portfolio monitoring, portfolio performance, and reporting to clients. Manage, transform, and integrate portfolio and benchmark data to support advanced quantitative analysis, ensuring information is accurate, auditable, and analytically robust. Develop and maintain investment performance measurement frameworks, including returns, benchmarks, attribution, and performance drivers at the asset, strategy, and portfolio level. Design and deliver custom analyses and models to answer adhoc investment, portfolio management, and investor questions. Identify, define, and refine key investment metrics and analytical views that inform investment decisions and support positive business outcomes. Build and maintain Power BI dashboards that combine quantitative outputs and visual storytelling to support portfolio management and senior leadership. Partner with investment, finance, and investor relations teams to support due diligence, investor requests, marketing materials, and quarterly performance reporting. Engage users with analytically rigorous tools and datasets, creating a virtuous cycle where insights drive adoption and improved data quality. Configure eFront and assist users with troubleshooting and best practices. Contribute to the design and maintenance of AIready datasets by optimizing and enhancing datasets for consumption by investment professionals. Clearly document analytical methodologies, assumptions, data standards, and repeatable processes. What You'll Bring to the Role: Bachelor's and/or master's degree in Finance, Economics, Statistics, Data Science, Computer Science, Financial Engineering, or a related quantitative field, or an equivalent combination of education and experience. Two or more years of experience in a quantitative, analytics, investment, or performance measurementfocused role. Experience with investment performance measurement, return calculations, or portfolio analytics. Strong datadriven decisionmaking mindset with comfort working in ambiguous, unstructured problem spaces. Processoriented approach with the ability to design scalable, repeatable analytical solutions. Intellectual curiosity and willingness to challenge assumptions, methodologies, and existing analytical approaches. High attention to detail and a strong instinct to reconcile, validate, and pressuretest data and results. Experience with Snowflake, Python, dbt, and PowerBI preferred. Strong proficiency in Python for data analysis, including pandas, numpy, and analytical workflows. Experience building custom investment analyses, performance calculations, and repeatable analytical pipelines. Proficiency in Power BI, including data modeling and integrating... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/AF7B1B6F39B943AA Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.

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