Investment Associate - Private Debt & Equity

Posted:
5/9/2024, 5:00:00 PM

Location(s):
City of Pewaukee, Wisconsin, United States ⋅ Wisconsin, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Finance & Banking

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

Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market.  Collectively, the team manages ~$65B of AUM.  NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly-rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments. The Pre-MBA NMC Associate position provides an outstanding opportunity to engage with NMC’s Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.

Associate Responsibilities:

  • Analyze and evaluate private equity and private credit investments across a wide range of industries.
  • Develop investment theses.
  • Perform detailed financial analysis and modeling.
  • Assist in the writing of investment memos and present opportunities during investment committee discussions.
  • Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.
  • Actively monitor portfolio performance.

Qualifications:

  • Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.
  • Two-to-Four years of relevant experience: investment banking, equity research, private equity, corporate development.
  • A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
  • Strong interpersonal skills including written / oral communication and relationship building.

#LI-Onsite

Compensation Range:

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.