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Investment Client Services - Operations Intern

Date: Jan 11, 2019

Location: Franklin, WI, 53132

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 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?

Students participate in the intern program within the firm’s Investment Client Services department which provides the student with hands-on experience through teamwork and collaboration, as well as individual work assignments. Interns participate in a wide range of learning and development activities including job shadows, attending various speaking engagements and events designed to expose interns to multiple areas of the firm. Interns also have an opportunity to network with senior leaders across the firm, attend various social and work-sponsored events and are also encouraged to engage in team volunteer opportunities within the community.   


The Investment Operational Services Team provides valuable insights into the actions of Northwestern Mutual’s investment operations and procedures analytics to support the strategy.  The team focuses on the operational efficiency metrics and aligns to multiple efforts to track and trend to our goals.  Projects regularly undertaken by the team also include analyzing existing processes and building out workflows and implementing system and process changes to increase efficiency.


We have an exciting opportunity for a highly analytical and energetic undergraduate student majoring in Finance to join our team and have an immediate impact on how Northwestern Mutual views its performance relative to the broader financial services industry.


Role and Responsibilities:

  • Working with other appropriate departments, participate in the analysis and interpretation of operational data and trends.
  • Provide analytical support to interdepartmental initiatives.
  • Work with multiple business areas to create workflows, test and implement operational system enhancements that support the strategic goals.
  • Help to advance projects while also eliminating unnecessary work


Bring Your Best! What this role needs:


  • Completion of Sophomore or Junior year of undergraduate program with a Finance, Investments or similar concentration.
  • Experience working with Excel spreadsheets, workflow software (Visio) a plus but not needed, we will train.
  • Strong analytical, problem solving and decision making skills with competencies in finance and accounting.
  • High degree of personal initiative, demonstrated ability to work independently, excellent follow-through ability and sense of personal accountability.
  • Strong written and oral communication skills and the ability to deal effectively and professionally with people at all levels of Northwestern Mutual


Desirable Qualifications

  • Demonstrate proficiency and interest in investments and investment analysis
  • Strong Excel, Word and PowerPoint skills
  • Experience with data analysis


*This Internship will be held during the summer and part-time during the school year at our Franklin,WI location.


Req ID: 24561
Position Type: Internship
Education Experience: Other
Employment Experience: 0-2 years
FLSA Status: Non-Exempt
Posting Date: 01/10/2019