Northwestern Mutual

Northwestern Mutual

Mutual insurance and financial planning

Investment Data & Analytics Intern

Summer 2027Updated on 9/24/2026Deadline 10/1/26
$16.50 - $30/hr
Internship
Bachelor's
Milwaukee, WI, USA
In Person

Must be local to Milwaukee during the summer internship.

No H1B Sponsorship

About the job

Requirements
  • Be an undergraduate student pursuing a Business major with an emphasis in finance and/or accounting.
  • Have proven technical aptitude working with Excel spreadsheets and data models.
  • Have strong analytical, problem-solving, and decision-making skills, with competencies in finance and mathematics.
  • Demonstrate personal initiative, the ability to work independently, strong follow-through, and personal accountability.
  • Have strong written and oral communication skills and the ability to deal effectively and professionally with people at all levels.
Responsibilities
  • Assist in creating and redesigning whole-portfolio-view and cross-asset investment reporting solutions.
  • Work with end users to create highly flexible and functional dashboards.
  • Perform ad hoc analysis and provide accurate, trusted data on the cross-asset investment portfolio.
  • Participate in developing and implementing automated solutions to current manual processes.
  • Analyze data concepts, relationships, and structures to contribute to data migration and validation across multiple environments.
Desired Qualifications
  • Enrollment in an investment program.
  • Familiarity with Power BI.
  • Familiarity with SQL and data management.

About the company

Northwestern Mutual provides financial planning, insurance, and investment services as a mutual company owned by policyholders. It offers life, disability, and long-term care insurance plus investment products and wealth management, with financial advisors crafting personalized plans for retirement, estate, and wealth goals. The company differentiates itself through policyholder ownership that aligns interests with clients and a focus on long-term advisory relationships beyond insurance. Its goal is to help clients achieve financial security and growth through a long-term financial partnership.

Company Size

10,001+

Company Stage

N/A

Total Funding

N/A

Headquarters

Milwaukee, Wisconsin

Founded

1856

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Simplify's Take

What believers are saying

  • September 2026 childhood-cancer giving reached $75 million, strengthening brand trust and loyalty.
  • Northwestern Mutual plans a $500 million North Office Building investment in Milwaukee.
  • The 2026 $9.2 billion dividend payout supports retention across core insurance products.

What critics are saying

  • The July 29, 2026 Connecticut lawsuit alleges harassment, disability bias, and retaliation.
  • Advisor-driven distribution faces churn if top producers defect to independent brokerages.
  • A severe claims or reserve shock would threaten ratings, dividends, and mutual credibility.

What makes Northwestern Mutual unique

  • Mutual ownership and $9.2 billion 2026 dividends align policyholders with management.
  • Thirty-five consecutive years of top ratings from A.M. Best, Fitch, Moody's, S&P.
  • Over 8,000 advisors bundle insurance, investments, trust, and wealth services.

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Benefits

Growing your Career

Compensation & Time Off

Insurance plans

Health Savings Account

Wellness programs & resources

401(k) plan and cash balance contributions

Company News

PR Newswire
Sep 22nd, 2026
Northwestern Mutual's childhood cancer giving reaches $75M with new hospital support programme

Northwestern Mutual's Foundation has reached $75 million in total donations to advance childhood cancer treatments and cures since 2012. The company announced a new $100,000 investment for Children's Wisconsin MACC Fund Center in Milwaukee, with more hospitals to be named in 2027. The funding will support families facing financial challenges and expand professional development for hospital staff. It also includes the inaugural Northwestern Mutual Childhood Cancer Healthcare Hero Award, presented to nurse Katy Tomlinson. During September's Childhood Cancer Awareness Month, Northwestern Mutual is donating $100 to Alex's Lemonade Stand Foundation for each new financial plan delivered, up to $2 million. The company's partnership with the Milwaukee Brewers has raised over half a million dollars for childhood cancer research. Since 2012, the Foundation has funded more than 860,000 hours of research and supported over 370 students through scholarships.

PR Newswire
Aug 12th, 2026
Northwestern Mutual CEO Tim Gerend ranks 7th in Glassdoor's best CEOs list

Northwestern Mutual's chief executive officer Tim Gerend has been named the seventh highest-rated CEO in America by Glassdoor. The recognition is based entirely on anonymous feedback from employees and financial advisors who rated their approval of how Gerend leads the company. Gerend became chairman, president and CEO in 2025. Under his leadership, Northwestern Mutual recently announced record business performance, including new highs for revenue, surplus position and annual dividends paid to policyowners. The company serves more than five million clients and holds $2.5 trillion worth of life insurance protection in force. It manages more than $450 billion in client assets through its retail investments business, ranking among the top five independent broker-dealers in the US.

PR Newswire
Aug 3rd, 2026
Gen Z and millennials delay life milestones as 72% postpone major goals due to financial pressures

Financial pressures are forcing many young Americans to postpone or abandon major life milestones, according to Northwestern Mutual's 2026 Planning & Progress Study. Nearly three in four Gen Z adults and more than half of Millennials have delayed at least one significant milestone due to financial challenges. The impact is particularly acute for homeownership and family planning. Thirty-one per cent of Gen Z respondents have postponed buying a house, whilst 24% have delayed having children. Among those who have become parents, over 70% spend as much or more on their children monthly as they do on housing. Artificial intelligence is adding to concerns, with 46% of Gen Z and 32% of Millennials pessimistic about its impact on their careers. Despite these challenges, younger generations are responding proactively. Gen Z and Millennials started saving for retirement at ages 22 and 28 respectively, years earlier than previous generations, and seek professional financial guidance at higher rates.

Associated Press
Jul 13th, 2026
60% of Americans say poor money habits are a relationship dealbreaker, gambling tops red flags

Northwestern Mutual's 2026 Planning & Progress Study reveals that 60% of Americans consider poor money habits a dealbreaker in new relationships. Excessive gambling and risk-taking rank as the top financial red flag, followed by hiding purchases and high credit card debt. Among Gen Z couples, 41% report money arguments are seriously straining their relationships. Financial compatibility has emerged as more important than emotional chemistry, physical attraction, or shared interests for maintaining successful long-term relationships. Single Americans seeking partners who earn money expect an average income of $139,000 annually, with women's expectations ($172,000) significantly exceeding men's ($101,000). Nearly three-quarters of Americans believe couples should discuss finances well before marriage or cohabitation, though 19% of married couples delayed these conversations until after major milestones. The survey included 4,375 US adults, conducted online between 5–21 January 2026.

PR Newswire
Jul 13th, 2026
60% of Americans say poor money habits are dealbreakers in relationships, Northwestern Mutual study finds

Sixty percent of Americans consider poor money habits a dealbreaker in new relationships, with excessive gambling and risk-taking ranking as the top financial red flag, according to Northwestern Mutual's 2026 Planning & Progress Study. Financial stress particularly affects younger couples, with 41% of Gen Z pairs reporting money arguments strain their relationships. Among single Americans who value partner income, ideal earnings average $139,000 annually, though expectations differ sharply by gender: women prefer partners earning $172,000 whilst men seek $101,000. Couples in serious relationships prioritise financial compatibility over emotional chemistry, physical attraction, and shared interests. Nearly three-quarters of Americans believe financial discussions should occur well before marriage or cohabitation, though 19% of married couples delayed these conversations until after major milestones. The study surveyed 4,375 US adults aged 18 and older between January 5 and January 21, 2026.