Municipal Bond Asst Port Mgr/Analyst

  • 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.

 

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.

 

Northwestern Mutual Investment Management Company, LLC

A Northwestern Mutual Company

 

Municipal Bond Assistant Portfolio Manager/Analyst Position

 

BASIC FUNCTION: This position will assist with management and coverage of the taxable and tax-exempt municipal bond assets.  Primary duties include:

 

  • Conduct fundamental credit analysis of municipal bond issuers across various sectors, including evaluation of new issue and secondary market offerings, monitoring of existing holdings and generation of buy/sell recommendations.
  • Assist the senior portfolio manager in the management of municipal bond portfolios, including portfolio construction, portfolio monitoring, risk management and performance attribution analysis.
  • Participate in presentations to senior management on key issues, composition and performance of municipal bond portfolios.
  • Attend appropriate industry functions and conferences to stay abreast of industry trends and developments.

 

QUALIFICATIONS: This position is subject to the Personal Trading Policy and the employee will be required to maintain any brokerage accounts with one of NMIMC’s approved brokers.

 

  • Bachelor’s degree with a concentration in finance, economics or accounting.  Master’s degree or CPA is a plus.
  • CFA designation or progress towards attaining the CFA designation.
  • At least 7 years of relevant municipal bond work experience, which may include portfolio management, credit research and/or trading.
  • Strong analytical skills, quantitative and critical reasoning skills.
  • Superior verbal and written communication skills.
  • Attention to detail and ability to manage multiple tasks, respond to changing priorities and meet deadlines.
  • Works well independently, while promoting and contributing to a strong team dynamic.
  • High ethical and professional standards.

 

OTHER CONSIDERATIONS:

  • Proficiency with Bloomberg and Microsoft Office, including Excel, Word and Power Point required

 

 

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC (NMIMC), located in Milwaukee, WI, is a wholly-owned subsidiary of the Northwestern Mutual Life Insurance Company.  NMIMC provides its extensive institutional equity and fixed income expertise to Northwestern Mutual and its affiliate corporations, including the foundation and retirement plan.  As of December 31, 2015, NMIMC was responsible for over $200 billion in assets under management.

 

 

 

 

 

Req ID: 8441
Position Type: Regular Full Time
Education Experience: Bachelor's Required
Employment Experience: 6-8 years
Licenses/Certifications: None
FLSA Status: Exempt
Posting Date: 10/11/2016

Qualifications

Additional Information