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NM Capital - Financial Analyst

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

As part of Northwestern Mutual Capital's (NMC) operations team, the candidate will have a diverse set of responsibilities within NMC's $50+ billion portfolio. The position will be responsible for proactively analyzing NMC's private debt and equity investments, working closely with the deal teams on assigned investments, and general portfolio management reporting. Primary duties include quarterly portfolio valuation and financial metric analysis. The candidate also will have responsibility for managing the accounting and administration of NMC's Mezzanine and Equity Funds.

  • Perform quarterly valuation of private company investments; proactively analyze results and changes in valuation

  • Develop and create financial metric reports of portfolio companies

  • Use analytical judgement to assess final equity valuations of portfolio companies

  • Work closely with deal 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 tracking.

  • Ensure relevant portfolio company financial statement data is input into standard templates and database.

  • Responsible for various NMC special projects and reporting

Qualifications:

  • Minimum of 2 years of work experience in audit, transaction advisory services, investment valuation or private equity administration

  • BA/BS in Finance, Accounting, or Economics

  • A strong working knowledge of accounting principles and practices related to investments, demonstrated decision making, and analytical skills

  • Demonstrated experience with financial statements and analysis including strong detail orientation

  • Strong 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

  • Strong interpersonal skills

  • CPA preferred.

  • Exposure to private company valuation methods desired (use of publicly traded comparable multiples, discounted cash flow modeling, and debt pricing)

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This job is not covered by the existing Collective Bargaining Agreement.

Required Certifications:

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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.


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