Internship

Investment Analyst Intern

Private Debt & Equity, Summer 2024

Posted on 7/19/2023

Northwestern Mutual

Northwestern Mutual

10,001+ employees

Provides financial security services, and wealth management

Compensation Overview

$23.75 - $25/hr

Company Historically Provides H1B Sponsorship

Milwaukee, WI, USA

Category
Quantitative Analysis
Quantitative Research
Quantitative Finance
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 2024 - June 2025
  • Cumulative grade point average of 3.0 or higher
  • Previous work or classroom experience in one or more of the following: Investment Banking, Equity Research, Private Equity, and/or Corporate Development
Responsibilities
  • Evaluates direct private equity and debt investment opportunities across a broad range of industries
  • Assists in all aspects of the transaction, including analyzing, modeling, and monitoring investments
  • Develops cash flow models, investment theses, and various risk analyses
  • Coordinates and communicates directly with corporate executives and presents investment opportunities directly to the senior members of Northwestern Mutual Capital

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

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

  • The aging population increases demand for retirement planning and long-term care solutions.
  • Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.
  • Digital transformation in insurance leads to more personalized customer experiences.

What critics are saying

  • Fintech platforms like Carefull challenge traditional financial advisory services.
  • Internal competition may arise from Wellthi's focus on the Black community.
  • Customer dissatisfaction may grow due to increased retirement age expectations.

What makes Northwestern Mutual unique

  • Northwestern Mutual maintains the highest financial strength ratings in the industry.
  • The company launched 'The Great Realization' campaign to refocus customer priorities.
  • Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

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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

Business Wire
Sep 2nd, 2024
VRGL Closes New Funding Round to Continue Rapid Growth

VRGL, a Client Acquisition and Investment Proposal Management solution, today announced the completion of a strategic fundraising round. The round was

Bizjournals
Jan 11th, 2024
Drift Net lands new funding, adds manufacturing facility to make schools safer

After closing $15.6 million in 2023, Chicago startup Drift Net continues to land new funding. Learn more here.

TechCrunch
Oct 11th, 2023
Carefull Lands $16.5M To Shield Seniors From Financial Fraud

Carefull, a fintech platform that aims to help banks protect older customers from fraud, scams and “money mistakes,” today announced that it raised $16.5 million in a Series A round led by Fin Capital with participation from TTV Capital, Bessemer Venture Partners, Commerce Ventures, Montage Ventures and Northwestern Mutual.Bringing the company’s total funding to $19.7 million, co-founder and CEO Todd Rovak says that the proceeds will be put toward expanding NYC-based Carefull’s network of partners, product development and integrating with additional wealth and banking customers.“The rise in usage of digital channels has increased the threats to older adults,” Rovak said. “The pandemic, which forced geographically-dispersed families to assist with and coordinate money issues digitally, is a catalyst for Carefull’s growth, given the issues and threats behind Carefull’s value proposition.”Seniors — for a whole host of reasons, some circumstantial, some health and socioeconomic — are more vulnerable to financial fraud and scams. Studies have calculated that older people lose anywhere from $2.9 billion to $36 billion each year from financial exploitation.There’s no one way to combat money scams targeting older people, especially considering that the vast majority of scams — as high as 72% — are perpetrated by individuals known to the victims, like family members, friends or advisors. But Rovak asserts that his platform, Carefull, can be a useful tool in the broader arsenal of fraud prevention tech.Rovak co-founded Carefull in 2019 with Max Goldman, an old friend and fellow entrepreneur. The former head of Capgemini’s advisory business in North America, Rovak previously launched the product design and development firm Fahrenheit 212, which was acquired by Capgemini in 2016. Goldman, for his part, co-founded Directr, a video creation platform, and spent several years at Google helping to build out the tech giant’s video ad creation business.“We recognized that, today, the bulk of financial innovation and investment is directed to solve the patterns and problems of millennials and Gen Z,” Rovak said

Bizjournals
Dec 19th, 2022
D.C. fintech Wellthi raises $2.1M from Northwestern Mutual, Zeal Capital Partners

Wellthi, formally known as Invest Sou Sou, is looking to make a big splash in 2023 with an oversubscribed seed round to support its money-management platform focused on the Black community.

InvestmentNews
Oct 27th, 2022
Americans Expect To Work Longer, Save More For Retirement, Survey Shows

The retirement number for American workers just shot up even as their savings went down. Americans age 18 and older anticipate they will need $1.25 million to retire comfortably, a 20% spike since 2021, according to Northwestern Mutual’s 2022 Planning & Progress Study released Tuesday. The expected retirement age rose to 64, up from 62.6 last year

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