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Portfolio Management Specialist

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

JR-23419 Portfolio Management Specialist

Northwestern Mutual is seeking an experienced and agile Portfolio Management Specialist interested in joining a diverse, challenging, and fast-paced practice advising the Company on a wide range of issues as the Company works to transform how clients experience financial security.

What's the role?

Primary responsibilities will include conducting research on the macroeconomic environment and consolidating that research into reports used by the investment strategy committee to determine multifaceted asset allocation positioning.

Keeping senior members of the investment strategy committee up to date on the macro-economic environment and recommend changes to current position as warranted by the changing environment.

Bring Your Best!

What this role needs:

Build and maintain a library of internally developed macroeconomic, asset class, and security charts for use in quarterly presentations to internal and external audiences.

Recommend changes to the quantitative model involved with the management of individual equity securities with sufficiently supported data, always trying to improve the investment process.

Write topical investment related articles and research review materials that are distributed to the advisors and clients of the Wealth Management Company.

Desired personal attributes:

  • Intellectual Curiosity
  • Bachelor's degree in finance, math, economics, applied investment management program or related field
  • Strong written/verbal communication skills
  • Strong analytical and excel skills
  • Prior experience with Bloomberg preferred
  • General understanding of financial markets, monetary policy, fiscal policy, and macroeconomic cycles
  • Willingness to pursue CFA designation and/or MBA



This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Required Certifications:

Non-Registered Fingerprinted - FINRA

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! 

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.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.