Summer 2025

Investment Analyst Intern

Private Debt & Equity

Posted on 6/27/2024

Northwestern Mutual

Northwestern Mutual

10,001+ employees

Provides financial security through insurance and investments

Compensation Overview

$16.50 - $30/hr

No H1B Sponsorship

Milwaukee, WI, USA

Internship requires full-time onsite presence from June 2025 to August 2025.

Category
Quantitative Analysis
Quantitative Research
Quantitative Finance
Required Skills
Investment Banking
Requirements
  • Pursuing a Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field from an accredited college or university with a graduation date between December 2025 - June 2026
  • Cumulative grade point average of 3.5 or higher
  • Previous work or classroom experience in one or more of the following: Investment Banking, Equity Research, Private Equity, and/or Corporate Development
  • Employer immigration sponsorship is not available for this role
Responsibilities
  • Evaluate direct private equity and debt investment opportunities across a broad range of industries
  • Assist in all aspects of the transaction, including analyzing, modeling, and monitoring investments
  • Develop cash flow models, investment theses, and various risk analyses
  • Coordinate and communicate directly with corporate executives and present investment opportunities to senior members of Northwestern Mutual Capital
Desired Qualifications
  • Previous Private Debt & Equity internship and/or relevant project experience
  • A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, strong financial modeling skills, and intellectual curiosity
  • Effective oral and written communication skills
  • Demonstrated analytical and problem-solving ability
  • High degree of self-motivation, passion, and a drive to learn
  • Ability to balance multiple priorities

Northwestern Mutual focuses on providing financial security to families and businesses through a combination of insurance and investment services. Their offerings include life, disability income, and long-term care insurance, as well as annuities and wealth management solutions. Clients work with advisors who guide them in managing their finances and investments, ensuring a personalized experience. What sets Northwestern Mutual apart from competitors is their holistic approach, which integrates both insurance and investment strategies, and their commitment to supporting a diverse financial workforce. The company's goal is to help clients achieve financial freedom and security, allowing them to enjoy life today and in the future.

Company Size

10,001+

Company Stage

N/A

Total Funding

N/A

Headquarters

Milwaukee, Wisconsin

Founded

1856

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for hybrid insurance products boosts Long-Term Advantage's market potential.
  • Increased digital financial protection needs align with Northwestern Mutual's investment in Carefull.
  • Longer working lives and savings needs drive demand for retirement planning services.

What critics are saying

  • Competition from fintech startups like Carefull could challenge market share in senior protection.
  • Digital platforms like Wellthi may attract Northwestern Mutual's potential customer base.
  • Americans working longer may impact demand for traditional retirement products.

What makes Northwestern Mutual unique

  • Northwestern Mutual invests in fintech platforms like Carefull for senior financial protection.
  • The company launched Long-Term Advantage, a hybrid insurance product with life benefits.
  • Northwestern Mutual supports inclusive financial services, investing in Wellthi for the Black community.

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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

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