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Portfolio Management Specialist PCS

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

Summary

Demonstrates an understanding of the Wealth Management Company (WMC) investment philosophy and process, and provides day-to-day administrative and operational support to effectively communicate the Private Client Services (PCS) capability to Wealth Management Advisors (WMAs) and their staff.

Primary Duties & Responsibilities

  • Creates security analyses utilizing Bloomberg, monitors funding procedures, manages operational and administrative duties related to model management and team database.

  • Provides guidance to the field and answers questions on the trust and discretionary investment capabilities, approved investment strategies, program recommendations and proposal procedures for clients of the Wealth Management Company, both in general and case-specific terms

  • Prepares client portfolio review materials in advance of client meetings from portfolio software and perform initial and annual compliance reviews on client accounts to comply with regulatory guidelines

  • Helps to create and analyze investment proposals for prospective PCS clients, based on information gathered by advisors and/or their staff

  • Supports other department projects and initiatives as needed

Qualifications

  • Bachelor's degree or equivalent experience, progress towards CFA, CFP, CAIA or MBA not required but desirable to progress in the wealth management space (or other related designation)

  • Minimum of 1 year of experience in the investment/fiduciary management industry

  • Previous experience understanding, interpreting and articulating investments, financial markets, asset allocation and broad economy metrics

  • Strong written and verbal skills

  • Demonstrated analytical and quantitative skills.

  • Technical experience in standard applications including but not limited to Bloomberg, Excel, and Word

  • Demonstrated ability to identify and resolve critical issues through effective problem-solving skills

  • Non-Registered Fingerprinted FINRA

  • #LI-Hybrid

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

Compensation Range:

Pay Range - Start:

$55,020.00

Pay Range - End:

$102,180.00

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

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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.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


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