
Process Analyst
Northwestern Mutual Life Insurance Company
MILWAUKEE, WIJobSeen todaySeen in employer's feed today
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Job overview
The Process Analyst will document and improve investment transaction lifecycle processes, assess front-office workflows and technology use, and develop prioritized improvement plans with stakeholders. The role also defines investment metrics, builds Power BI dashboards, configures eFront, and helps prepare AI-ready datasets. Candidates should have a quantitative or related degree or equivalent education and experience, at least two years in a relevant analytical role, and experience improving processes in an investment or financial-services front office.
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Full job description
JOB REQUIREMENTS: About the Job: This role will focus on understanding, documenting, and improving processes with NMC's investment transaction lifecycle; including deal sourcing, due diligence, valuation, portfolio monitoring, and portfolio performance. Map and document end-to-end front office processes across deal sourcing, underwriting, portfolio monitoring, and investment decision-making to establish a clear baseline of current-state workflows, handoffs, and pain points. Conduct structured assessments of deal team to identify inefficiencies, manual bottlenecks, redundant steps, gaps in data flow or system utilization, and room for introduction of AI enabled workflows and tools. Develop and prioritize process improvement plans with clearly defined objectives, milestones, resource requirements, and expected business impact, partnering with front office stakeholders to drive adoption. Evaluate current technology utilization across front office systems (e.g., eFront, Snowflake, Power BI) and recommend configuration changes, automation opportunities, or workflow redesigns to increase efficiency and reduce operational risk. Serve as a change agent by championing process discipline, standard operating procedures, and best practices across the front office. 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. 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 quantitative, analytics, or investment focused business analyst role. Demonstrated experience analyzing and improving business processes within an investment management, asset management, or financial services front office environment. Track record of identifying operational inefficiencies and delivering measurable process improvements. Strong datadriven decisionmaking mindset with comfort working in ambiguous, unstructured problem spaces. Processoriented approach with the ability to design scalable, repeatable analytical solutions. Strong communication and influence skills, with the ability to present findings, recommendations, and improvement roadmaps to both technical and non-technical audiences,... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/BF17E301729D4D9D Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.
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