Portfolio Manager
- Full-time
Company Description
You and Northwestern Mutual. We believe relationships are built on trust. That our lives and our work matter. And we’re much stronger together than we are apart. These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
Our business is about helping people secure their financial futures, and that starts with putting people first – our clients, our employees and our field representatives. Northwestern Mutual is known for financial strength. We’re strong, innovative and growing. Come grow with us.
Job Description
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
This position has been classified as an Access Person, which will require the reporting of your personal securities transactions.
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
What's the role?
Responsible for quantitative and qualitative U.S. Large Cap equity research and analysis. Responsible for constructing U.S. Large Cap equity portfolios for high net worth clients of the Northwestern Mutual Wealth Management Company (WMC) as part of our Private Client Services program. Monitor and manage portfolio allocations relative to investment policy. Prepare portfolio reviews, market communications and other materials as needed. Analyze and discuss performance and attributes of client portfolios with field representatives and clients.
Bring Your Best! What this role needs:
- B.S. Degree in business, finance and/or equivalent, advanced degree preferred
- Chartered Financial Analyst (CFA) designation or work toward designation
- Extensive experience with individual equity security research and analysis
- Demonstrated ability to analyze investment portfolios, including individual stocks
- Significant background in understanding, interpreting and articulating asset allocation, broad economy/market conditions and metrics
- Must be able to articulate in both written and verbal form
- Demonstrated analytical and quantitative skills
- Technical expertise in standard applications including but not limited to Bloomberg, Excel, Word
- 7-10 years of experience in the investment/fiduciary management industry,
- 5 years of equity research, portfolio construction and client service experience
Req ID: 7943
Position Type: Regular Full Time
Education Experience: Bachelor's Required
Employment Experience: 9+ years
Licenses/Certifications: None
FLSA Status: Exempt
Posting Date: 09/15/2016