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Northwestern Mutual
Milwaukee, WI Corporate
Source: Northwestern Mutual careers · View original posting
From Northwestern Mutual's posting. “We” and “our” refer to the employer.
This role will focus on understanding, documenting, and improving processes with NMC’s investment transaction lifecycle; including deal sourcing, due diligence, valuation, portfolio monitoring, and portfolio performance.
Map and document end-to-end front office processes across deal sourcing, underwriting, portfolio monitoring, and investment decision-making to establish a clear baseline of current-state workflows, handoffs, and pain points.
Conduct structured assessments of deal team to identify inefficiencies, manual bottlenecks, redundant steps, gaps in data flow or system utilization, and room for introduction of AI enabled workflows and tools.
Develop and prioritize process improvement plans with clearly defined objectives, milestones, resource requirements, and expected business impact, partnering with front office stakeholders to drive adoption.
Evaluate current technology utilization across front office systems (e.g., eFront, Snowflake, Power BI) and recommend configuration changes, automation opportunities, or workflow redesigns to increase efficiency and reduce operational risk.
Serve as a change agent by championing process discipline, standard operating procedures, and best practices across the front office.
Identify, define, and refine key investment metrics and analytical views that inform investment decisions and support positive business outcomes.
Build and maintain Power BI dashboards that combine quantitative outputs and visual storytelling to support portfolio management and senior leadership.
Configure eFront and assist users with troubleshooting and best practices.
Contribute to the design and maintenance of AI‑ready datasets by optimizing and enhancing datasets for consumption by investment professionals.
Clearly document analytical methodologies, assumptions, data standards, and repeatable processes.
Compensation
Pay Range - Start:
$89,360.00
Pay Range - End:
$134,040.00
$98,320.00 USD - $147,480.00 USD
$102,800.00 USD - $154,200.00 USD
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
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