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Northwestern Mutual

Sells life insurance and financial advice

Assistant Director - Corporate Development

Investment BankingConfirmed live in the last 24 hours
Full-timeMilwaukee, WI, USA$130.8k - $196.2k

About the Job

Requirements

  • A minimum of 6 years of experience with a background in research, financial analysis, corporate strategy, or banking.
  • Significant experience developing valuation models for mergers and acquisitions projects.
  • A bachelor's degree in finance, accounting, economics, or a related business degree; an MBA is preferred.
  • Demonstrated ability to evaluate and interpret financial data and other technical information.
  • Understanding of the financial services industry, insurance, and other financial products.
  • Ability to navigate work with senior-level external parties.
  • Demonstrated written and verbal communication skills, including the ability to build rapport and gain acceptance at all levels in the Home Office.
  • Presentation skills and the ability to simplify complex information for a broader audience.
  • Ability to manage multiple, diverse assignments in a timely and high-quality manner.
  • Ability to use quantitative data and analysis to organize and compare situations, identify complex issues, apply business acumen, problem solving and interpersonal skills, think critically from multiple perspectives, and seek process improvements.
  • Understanding of market- or customer-specific product use cases, ecosystem dependencies, and competitor offerings, and ability to conduct or interpret competitive analysis of product features.
  • Ability to oversee larger workstream goals and cross-program activities, understand technical aspects of a program, define scope, develop schedules, and manage resourcing, risks, and dependencies.
  • Extensive knowledge of common practices, regulatory considerations, market trends, and the competitive landscape within an industry or sector.

Responsibilities

  • Develop business cases for acquisitions and partnerships using qualitative and quantitative analyses, producing memos and written or oral presentations for the mergers, acquisitions and partnerships team and senior business leaders.
  • Partner with business leaders to generate and evaluate opportunities that accelerate execution of the multi-year strategy.
  • Research financial services industry trends and synthesize external learnings with knowledge of the company’s business operations and strategy.
  • Monitor financial services industry mergers, acquisitions, and partnership trends for insights and comparative analysis.
  • Develop or co-develop valuation models for prospective acquisitions and partnerships in Excel using methods such as multiples, discounted cash flow, and strategic value.
  • Establish and maintain relationships and dialogue with colleagues, senior management, and industry contacts.
  • Act as a liaison with investment banking partners focused on potential acquisition opportunities.
  • Support transaction teams with negotiation and due diligence.

About the Company

Northwestern Mutual

Sells life insurance and financial advice

Northwestern Mutual sells life, disability income and long-term care insurance together with investment advice and wealth management to American families and business owners. It is owned by its policyholders rather than shareholders and has paid them dividends for more than 150 consecutive years. Its financial representatives build a full financial plan for each client and then sell the policies, brokerage accounts and managed portfolios that carry it out. The company earns money from insurance premiums, advisory fees and returns on a large bond and mortgage portfolio. It was founded in 1857 in Janesville, Wisconsin, and moved two years later to Milwaukee, where it is based.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Milwaukee, WI
Founded
1857

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