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.

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.

 

What's the role?

This position has been classified as an Access Person, which will require the reporting of your personal securities transactions.  This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.  As part of Northwestern Mutual Capital’s (“NMC”) accounting and finance team, the candidate will have a diverse set of responsibilities within NMC’s $36+ billion portfolio.  The position will be responsible for preparing quarterly private equity fund financial statements as well as analyzing NMC’s private mezzanine debt and equity investments, working closely with the investment teams on assigned portfolio companies, and general portfolio management reporting.  Primary duties include quarterly private equity accounting, portfolio valuations and financial metric analysis.  Perform quarterly valuation of private company investments; proactively analyze results and changes in valuation.  Use analytical judgment to assess financial ratios / covenants to determine the financial health of portfolio companies.  Work closely with investment teams by providing financial / accounting expertise on assigned investments. Ensure compliance with internal controls of the private equity valuation process.  Communicate with portfolio company management and private equity sponsors. Prepare analysis and materials for internal and external clients. Utilize firm’s proprietary software tools for portfolio company valuation and tracking.  Ensure relevant portfolio company financial statement data is input into standard templates and database.  Responsible for various NMC special projects and reporting.

Bring Your Best! What this role needs: 

• Minimum of 2 years of work experience in audit, private equity accounting, transaction advisory services, or portfolio valuation
• BA/BS in Finance, Accounting, or Economics
• CPA preferred or working toward CPA designation
• A strong working knowledge of accounting principles and practices related to portfolio valuations, demonstrated decision making, and analytical skills
• Demonstrated experience with financial statements and analysis including strong detail orientation
• Exposure to private company valuation methods desired (use of publicly traded comparable multiples, discounted cash flow modeling, and debt pricing)
• Advanced Excel and PowerPoint skills
• Ability to work effectively in a fast moving, demanding, and dynamic environment
• A high degree of personal initiative and self-motivation is required, as well as the ability to work independently to find solutions to issues
• Ability to multi-task responsibilities to meet tight deadlines of deliverables with accurate results
• Creative problem solver with strong interpersonal skills

 

Position Type: Regular Full Time
Education Experience: Bachelor's Required
Employment Experience: 3-5 years
Licenses/Certifications:
FLSA Status:
Posting Date: 09/16/2015