Northwestern Mutual

Northwestern Mutual

Leveraged Finance Research Director

Milwaukee, WI Corporate · Director

Sponsorship not specifiedDetected 14 days ago
Data AnalysisStatisticsAccountingResearchLeadershipCommunicationCollaborationMicrosoft OfficeCFA

About the role

  • NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC, located in Milwaukee, WI, is a wholly owned subsidiary of The Northwestern Mutual Life Insurance Company with over $250 billion in assets under management (AUM).
  • The individual will work closely with the Head of Leveraged Finance Research, the Credit Research team, Portfolio Managers, and Traders, while also collaborating with Investment Strategy, Investment Risk & Operations, Compliance, and Law.
  • It's why we share the salary range for most of our roles.

Responsibilities

  • Lead, mentor, and develop less-experienced peers while fostering a culture of collaboration, accountability, and excellence.
  • Monitor assigned industry dynamics and develop expert views on the key drivers of profitability and cash flow, as well as technological, macroeconomic, and other external risks and opportunities.
  • Develop and maintain productive external relationships with Wall Street analysts and strategists, credit rating agencies, independent research firms, and company management teams.
  • Identify and lead process improvements through the effective use of technology, data, and analytics.
  • Attend, lead, and actively participate in group activities, engaging others in relevant and constructive discussion.
  • Leadership: Demonstrated ability to manage, mentor, and develop investment professionals.
  • A proven record of building and leading high-performing teams and adapting effectively to evolving market conditions and organizational needs will distinguish successful candidates.
  • Effective oral and written communication skills, with a demonstrated ability to prioritize work and manage competing demands.
  • Demonstrated ability to integrate AI-enabled tools into research workflows and business processes to improve productivity, analytical depth, decision support, and knowledge sharing while maintaining appropriate judgment, controls, and data governance standards.
  • The Leveraged Finance team manages bond portfolios of approximately $12 billion of total AUM and almost $4 billion AUM in its 720 East CLO platform.

Requirements

  • Experience with computer programming, data analytics, or related technology tools.
  • Minimum of eight years of experience in leveraged finance, fixed income investments, or a closely related field, with a demonstrated record of progressive responsibility and sustained success.
  • The candidate should have a track record of strong investment judgment, prudent risk management, and continued growth in responsibilities and outcomes.

Nice to have

  • Demonstrated command of relative value investing within a total return mandate.
  • Bachelor's degree with an emphasis in finance, accounting, economics, statistics, or a related field required.
  • Master of Science or Master of Business Administration (MBA) preferred.
  • CFA designation or progress toward attaining the CFA designation preferred.
  • Strong analytical skills, including financial statement analysis, cross-sector relative value assessment, and the ability to present clear, well-supported credit recommendations for potential investment opportunities.
  • Proficient with Bloomberg, Microsoft Office, and Copilot.
  • Additional Preferred Requirements:

Compensation

  • It's why we share the salary range for most of our roles.
  • The standard pay structure is listed.
  • If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.

Benefits

  • The Public Investments department manages over $120 billion of total AUM and provides fixed income expertise to Northwestern Mutual and its affiliate corporations, including the Foundation and retirement plan.

Equal opportunity

  • Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds.
Apply directly at Northwestern Mutual →Create a free account for alerts like thisView Northwestern Mutual immigration profile

This listing is sourced directly from Northwestern Mutual's careers page and normalized into a canonical job model.