Director
Milwaukee, WI · Hybrid
The Public Investment department manages over $120 billion of total AUM and provides fixed income ... Conduct thorough fundamental credit analysis on investments in assigned companies, demonstrating ...
Director
Milwaukee, WI · Hybrid
The Public Investment department manages over $120 billion of total AUM and provides fixed income ... Conduct thorough fundamental credit analysis on investments in assigned companies, demonstrating ...
Manager, Structural Market Risk
Milwaukee, WI · On-site
$88K - $165K/yr
Assumption Governance & Analytical Support * Develop, validate, and periodically review key ... Experience in fixed income, derivatives and valuation of instruments with embedded options.
Manager, Structural Market Risk
Milwaukee, WI · On-site
$88K - $165K/yr
Assumption Governance & Analytical Support * Develop, validate, and periodically review key ... Experience in fixed income, derivatives and valuation of instruments with embedded options.
Investment Ops Specialist
$56K - $105K/yr
... analytics to streamline workflows and enhance data governance. * Collaborate with teams across ... fixed income, common stock, foreign, private placements, real estate equity and mortgage loans.
Investment Ops Specialist
$56K - $105K/yr
... analytics to streamline workflows and enhance data governance. * Collaborate with teams across ... fixed income, common stock, foreign, private placements, real estate equity and mortgage loans.
Client Specialist
Mequon, WI · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
Client Specialist
Mequon, WI · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
Senior Investment Accounting Systems Administrator
Milwaukee, WI · Hybrid
$120K - $150K/yr
Comprehensive knowledge of various asset classes, including fixed income, equities, derivatives ... Strong analytical, problem-solving and communications skills, along with a strong attention to ...
Senior Investment Accounting Systems Administrator
Milwaukee, WI · Hybrid
$120K - $150K/yr
Comprehensive knowledge of various asset classes, including fixed income, equities, derivatives ... Strong analytical, problem-solving and communications skills, along with a strong attention to ...
Senior Investment Accounting Systems Administrator
Milwaukee, WI · Hybrid
$120K - $150K/yr
Comprehensive knowledge of various asset classes, including fixed income, equities, derivatives ... Strong analytical, problem-solving and communications skills, along with a strong attention to ...
Senior Investment Accounting Systems Administrator
Milwaukee, WI · Hybrid
$120K - $150K/yr
Comprehensive knowledge of various asset classes, including fixed income, equities, derivatives ... Strong analytical, problem-solving and communications skills, along with a strong attention to ...
... income, property, and payroll taxes. * Ability to perform a highly detailed analysis with ... Accounting Intern Employment Type: FULL_TIME
... income, property, and payroll taxes. * Ability to perform a highly detailed analysis with ... Accounting Intern Employment Type: FULL_TIME
Assistant Controller
Kaukauna, WI · On-site
... income, property, and payroll taxes. * Ability to perform a highly detailed analysis with ... Accounting Intern
Assistant Controller
Kaukauna, WI · On-site
... income, property, and payroll taxes. * Ability to perform a highly detailed analysis with ... Accounting Intern
CAPITAL FINANCE MANAGER
Milwaukee, WI · On-site
Certified Public Accountant (CPA). Chartered Financial Analyst (CFA). Knowledge, Skills, Abilities & Other Characteristics Technical Knowledge of financial markets, fixed income capital markets, and ...
CAPITAL FINANCE MANAGER
Milwaukee, WI · On-site
Certified Public Accountant (CPA). Chartered Financial Analyst (CFA). Knowledge, Skills, Abilities & Other Characteristics Technical Knowledge of financial markets, fixed income capital markets, and ...
CAPITAL FINANCE MANAGER
Milwaukee, WI · On-site
Certified Public Accountant (CPA). * Chartered Financial Analyst (CFA). Knowledge, Skills, Abilities & Other Characteristics Technical * Knowledge of financial markets, fixed income capital markets ...
CAPITAL FINANCE MANAGER
Milwaukee, WI · On-site
Certified Public Accountant (CPA). * Chartered Financial Analyst (CFA). Knowledge, Skills, Abilities & Other Characteristics Technical * Knowledge of financial markets, fixed income capital markets ...
Client Specialist
Mequon, WI · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...
Client Specialist
Mequon, WI · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...
Client Specialist
Milwaukee, WI · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills * Bachelor's degree preferred, not required.
Client Specialist
Milwaukee, WI · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills * Bachelor's degree preferred, not required.
Sr. Tax Analyst (Appleton, Wisconsin (US))
Appleton, WI · On-site
$113K - $113K/yr
Support income tax provision processes, including data gathering, variance analysis, and preparation of tax account roll forwards. * Responsible for the tax basis of fixed asset records for all Voith ...
Sr. Tax Analyst (Appleton, Wisconsin (US))
Appleton, WI · On-site
$113K - $113K/yr
Support income tax provision processes, including data gathering, variance analysis, and preparation of tax account roll forwards. * Responsible for the tax basis of fixed asset records for all Voith ...
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required.
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...
May enter security orders including stocks, bonds, fixed income, options,annuitiesand other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, notrequired.
May enter security orders including stocks, bonds, fixed income, options,annuitiesand other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, notrequired.
Client Specialist
Mequon, WI · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...
Client Specialist
Mequon, WI · On-site
May enter security orders including stocks, bonds, fixed income, options, annuities and other ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required ...
Investment Ops Specialist
$56K - $105K/yr
... analytics to streamline workflows and enhance data governance. * Collaborate with teams across ... fixed income, common stock, foreign, private placements, real estate equity and mortgage loans.
Investment Ops Specialist
$56K - $105K/yr
... analytics to streamline workflows and enhance data governance. * Collaborate with teams across ... fixed income, common stock, foreign, private placements, real estate equity and mortgage loans.
Fixed Income Analyst Intern information
What is the difference between Fixed Income Analyst Intern vs Equity Research Intern?
| Aspect | Fixed Income Analyst Intern | Equity Research Intern |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, economics, or related field; some roles prefer CFA Level I | Bachelor's degree in finance, economics, or related field; CFA Level I often preferred |
| Work Environment | Financial institutions, asset management firms, investment banks | Investment banks, asset management firms, research firms |
| Industry Usage | Focuses on bonds, debt securities, credit analysis | |
| Common Search/Comparison | Often compared due to similar internship roles in finance |
The Fixed Income Analyst Intern and Equity Research Intern roles both require finance-related degrees and similar certifications like CFA Level I. While the Fixed Income Analyst Intern specializes in bonds and credit analysis within asset management or investment banks, the Equity Research Intern focuses on stocks and equity markets. Both roles are common entry points into finance, with overlapping skills but different asset class focuses.
What are the key skills and qualifications needed to thrive as a Fixed Income Analyst Intern, and why are they important?
To thrive as a Fixed Income Analyst Intern, you need strong analytical skills, a solid grasp of financial concepts, and progress toward a degree in finance, economics, or a related field. Familiarity with Bloomberg Terminal, Microsoft Excel, and financial modeling software is typically required, as well as coursework or certifications like CFA Level I. Attention to detail, effective communication, and a proactive attitude are crucial soft skills for interpreting data and supporting senior analysts. These skills are essential for accurately analyzing fixed income securities, supporting investment decisions, and contributing to team success in a fast-paced financial environment.
What does a Fixed Income Analyst Intern do?
A Fixed Income Analyst Intern supports the research and analysis of fixed income securities, such as bonds and other debt instruments. Their responsibilities often include gathering and interpreting financial data, preparing reports, monitoring market trends, and assisting senior analysts in evaluating investment opportunities. This internship provides hands-on experience in financial modeling, credit analysis, and risk assessment, helping interns understand how fixed income markets operate. Interns may also help with portfolio management tasks and learn about the broader strategies used by investment teams.
What types of projects or tasks can a Fixed Income Analyst Intern expect to work on during their internship?
As a Fixed Income Analyst Intern, you can expect to assist with a variety of tasks such as conducting market research, analyzing bond and credit data, preparing reports on interest rates and yield curves, and supporting portfolio managers with investment decisions. Interns often work closely with senior analysts and traders, gaining exposure to real-time market activity and learning how to evaluate fixed income securities. The role provides a strong foundation in quantitative analysis, financial modeling, and industry-specific tools, making it a valuable stepping stone for a career in finance.
What are the most commonly searched types of Fixed Income Analyst jobs in Wisconsin? The most popular types of Fixed Income Analyst jobs in Wisconsin are:
What cities in Wisconsin are hiring for Fixed Income Analyst Intern jobs? Cities in Wisconsin with the most Fixed Income Analyst Intern job openings:
Northwestern Mutual rating
8.0
Based on 71 frontline employees who took The Breakroom Quiz
145th of 261 rated insurance
Job description
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 Public Investment 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.
About the Job:
The primary responsibility of this role will be to conduct independent fundamental research in the Financials sector and corresponding issuers as well as provide forward looking and dynamic relative value assessments and recommendations consistent with portfolio strategy and return objectives. This role will work closely with the Head of Credit Research and the Credit Research team, Portfolio Managers and Traders. The role will also collaborate with the Investment Strategy, Investment Risk & Operations, Compliance and Law departments.
What You'll Do:
Group/Organizational Dynamic:
What You'll Bring to the Role:
#LI-Hybrid
Compensation Range:
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.
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.
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.
About the Job:
The primary responsibility of this role will be to conduct independent fundamental research in the Financials sector and corresponding issuers as well as provide forward looking and dynamic relative value assessments and recommendations consistent with portfolio strategy and return objectives. This role will work closely with the Head of Credit Research and the Credit Research team, Portfolio Managers and Traders. The role will also collaborate with the Investment Strategy, Investment Risk & Operations, Compliance and Law departments.
What You'll Do:
- Monitor and opine on assigned industry dynamics, with expert knowledge of drivers of profitability and cash flow, as well as technological and other exogenous risks and opportunities.
- Conduct thorough fundamental credit analysis on investments in assigned companies, demonstrating issuer expertise. This includes a complete assessment of quantitative and qualitative factors, including financial statement analysis, financial policy, management track record and credit ratings profile.
- Determine relative value of specific issuers and bonds vs. comparable issuers.
- Provide investment recommendations on coverage universe based on a risk/return context, current portfolio strategy, fundamental credit view and relative value. Adapt recommendations to specific portfolio return objectives.
- Produce concise written research and verbally articulate credit strengths and risks to portfolio managers and traders.
- Develop and maintain external relationships with Wall Street analysts and strategists, credit rating agencies and independent research firms as well as company management.
Group/Organizational Dynamic:
- Promote a culture of mutual respect and high ethical standards.
- Adopt NM Behaviors: Client First, Powered by Our People, Future Focus.
- Exercise good judgment and independence in thought.
- Generate and lead process improvements through the effective use of technology and data science.
- Effectively respond in a timely manner to requests for data, opinions, and other information.
- Attend and lead/participate in group activities and engage others in relevant discussion.
What You'll Bring to the Role:
- At least five years of relevant work experience conducting credit analysis. Experience in Financials is preferred.
- Demonstrated command of relative value in a total return mandate.
- Master of Science or Master of Business Administration (MBA) preferred. Bachelor's degree with an emphasis on finance, accounting, economics, statistics or other related area.
- CFA designation or progress towards attaining the CFA designation required.
- Strong analytical skills, particularly in performing financial statement analysis, evaluating cross-sector relative value and presenting credit recommendations for potential investment opportunities.
- Effective oral and written communication skills and demonstrated ability to prioritize work.
- Proficient with Bloomberg, Microsoft Office, and Copilot.
- Computer programming and/or data analytics capabilities
#LI-Hybrid
Compensation Range:
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.
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.
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.
What Northwestern Mutual employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Northwestern Mutual
Sourced by ZipRecruiter
Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Milwaukee, WI, US