Investment Research Analyst
Northwestern Mutual
AboutUs PioneerFinancialistheleadingprivateclientgrouppartneringdirectlywithNorthwesternMutual.Fortwodecades,PioneerFinancialhasbeendedicatedtotransformingthefinancialfuturesofourclientsthroughapersonalizedandholisticapproach.Oursteadfastcommitmentensuresthatweconsistentlydeliverexceptionalfinancialplanningservices.Overtheyears,PioneerFinancialhasflourished,nowembracingasecondgenerationoffinancialplanningprofessionals.Thisgrowthnotonlypreservesourenduringlegacybutalsoguaranteesthatclientsandtheirfamilieswillalwayshaveaccesstopremierfinancialguidanceandsupport. PositionSummary TheInvestmentResearchAnalystwilldirectlysupporttheHeadofInvestmentStrategyacrossthefullinvestmentplatform.Theanalystwillhelpsupportthebuildout,management,andongoingevolutionofthefirm’sinvestmentstrategies,includingCore,Satellite,andotherportfolioinitiativesastheydevelop.Responsibilitieswillincludefundamentalandquantitativeresearch,sectorandthematicanalysis,singlestockandsecurityresearch,thirdpartmanagerduediligence,portfoliomonitoring,performanceandattributionanalysis,andsupportforthedevelopmentofnewinvestmentsleevesandimplementationframeworks. CoreResponsibilities InvestmentResearch & Due Diligence Conductfundamentalandquantitativeresearchtosupportinvestmentdecisionsacrossthefirm’sbroaderplatform,includingCoreportfolios,Satellitestrategies,andfutureinvestmentinitiatives. Performdetailedduediligenceonmutualfunds,ETFs,individualequities,bonds,alternativestrategies,andotherrelevantinvestmentopportunities. Evaluateexistingandprospectiveinvestmentsbasedonperformance,risk,fees,managerquality,valuation,portfoliofit,andrelativeattractivenessversusavailablealternatives. Supportideageneration,investmentcasedevelopment,andongoingresearchacrossbothdiversifiedportfolioholdingsandmoretargetedstrategysleeves. Helptranslatemarketviews,researchconclusions,andportfolioanalysisintoactionableinvestmentrecommendationsandimplementationconsiderations. Assistinpreparinginternalinvestmentmaterials,client-facingcommentary,portfolioupdates,andothercommunicationsrelatedtomarketviewsandinvestmentstrategy. Connectresearch,portfolioconstruction,marketviews,andimplementationacrossCoreportfolios,Satellitestrategies,andotherfirm-levelinvestmentinitiatives. Modeling, Analytics & Documentation Build,maintain,andupdateExcel-basedfinancialmodels,analyticaltools,andinvestmentframeworkstosupportresearch,diligence,portfolioanalysis,anddecision-making. Analyzeinvestmentopportunitiesusingbothquantitativeandqualitativeinputs,includingperformancetrends,valuation,risk,cashflow,portfoliofit,andrelativeattractivenessversusalternatives. Maintainandupdatedatabasesofcurrentandpotentialinvestmentsacrosstheplatform. Documentresearchinputs,diligencefindings,investmentdecisions,andongoingmonitoringnotestoimproveprocessconsistency,transparency,andscalability. PortfolioStrategy & Monitoring Supporttheongoingreviewofclientportfoliostrategies,includingCoreportfolioandSatellitestrategies. Performongoingportfoliomonitoring,risk-positionreviewsupport,performancetracking,andattributionanalysistoevaluateportfolioresults,keydrivers,exposures,andareasforimprovement. Teamwork & Collaboration Contributepositivelytoteamdynamics,culture,andthecontinueddevelopmentoftheinvestmentplatform. CollaborateandcommunicateeffectivelywithteammembersacrossInvestmentStrategy,PortfolioManagement,InvestmentResearch,Planning,andotherareasofthefirm. Beopentofeedbackandactivelyparticipateintraining,development,andprocess-improvementopportunities. Supportandhelpexecutefirminitiativestothebestofyourabilities,includinginternalprojects,client-facingmaterials,investmentcommunications,andbroaderstrategicpriorities. Qualifications MustHave Bachelor'sdegreeinrelevantfield ExpertfinancialmodelingskillsusingExcelandproficientwithMicrosoftWordandPowerPoint 3-5Yearsofexperienceinthefinancialservicesindustry,withafocusoninvestmentresearchandanalysis MusthaveorbewillingtoobtainSeries7licensewithin90daysofhire FamiliaritywithfinancialsoftwaretoolssuchasBloombergorMorningstar Preferred Progress towards financial services designation such as CFA, CAIA, CIMA, or CFP #J-18808-Ljbffr
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