Investment Client Srvcs Analyst (NRF) - Advisory Trading - Hybrid

Northwestern Mutual – Corporate Careers

4.5

(41)

Franklin, WI

Why you should apply for a job to Northwestern Mutual – Corporate Careers:

Ranked as one of the Best Finance Companies for Women in 2023

4.5/5 in overall job satisfaction

4.9/5 in supportive management

73% say women are treated fairly and equally to men

83% would recommend this company to other women

86% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

A concierge service that will tackle your personal "to-do" list, such as running errands, organizing vacations, and scheduling services.

12 weeks of paid parental leave along with programs that support family planning services.

Strong commitment to philanthropy evidenced by the NWM Foundation and each employee receiving 16 paid hours annually for volunteering.

#JR-44990

Position summary

ivity and market trends to ensure alignment with client goals and regulatory standards.

Portfolio Support & Optimization

Assist in portfolio construction and rebalancing, leveraging deep product knowledge and market insights.
Identify opportunities to enhance portfolio performance and mitigate risk.

Operational Oversight & Compliance

Monitor daily trading activity, ensuring timely processing and adherence to industry regulations and internal policies.
Maintain rigorous standards for confidentiality, data security, and compliance.

Issue Resolution & Risk Management

Collaborate across teams and external partners to resolve trade discrepancies, margin calls, and error corrections.
Proactively identify and address potential risks impacting trade execution or client portfolios.

Technology & Process Innovation

Utilize advanced trading platforms and analytical tools to streamline workflows and improve accuracy.
Champion digital solutions and self-service capabilities to enhance client experience and operational efficiency.

Qualifications

Education: Associate's or Bachelor's degree in Finance, Business, Economics, or related field.
Experience: 2+ years in trading, investment operations, or client advisory within financial services.
Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics.
Skills:
- Analytical and problem-solving expertise
- Exceptional communication and interpersonal skills
- Proficiency with trading platforms and financial software
- Ability to manage multiple priorities in a fast-paced environmen

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA

Compensation Range:

Pay Range - Start:
$23.11

Pay Range - End:
$34.66

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

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.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. 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.