Investment Operations Sr Specialist supports the management of institutional investments at Northwestern Mutual, with a focus on accuracy, efficiency, and risk management. Key responsibilities include monitoring investment portfolios, preparing reports, and participating in process modernization efforts.
Requirements
- Monitor investment portfolios by reconciling cash positions, investment holdings, and critical data attributes
- Prepare internal reports and external regulatory filings using tools like PowerBI, Snowflake, and Microsoft Excel
- Participate in process modernization efforts, incorporating digital tools, automation, and AI-driven analytics to streamline workflows and enhance data governance
- Collaborate with teams across Finance and Risk and Institutional Investments to ensure seamless operations and alignment with company objectives
- Execute risk management activities, including conducting basic risk assessments and ensuring adherence to risk policies and regulatory standards
- Support enterprise risk management efforts by identifying potential operational risks in investment activities and contributing to resiliency planning
- Assist in data governance activities, including ensuring data quality, implementing governance policies and standards, and supporting data stewardship
- Maintain investment data on various systems, conduct reconciliations, and work closely with Investment Accounting, Financial Management, Law and other related investment areas to resolve issues
- Respond to and investigate cash receivable and payable exceptions. Resolve a wide variety of standard problems.
- Assist with testing, system enhancements, upgrades, new initiatives and other projects involving procedural and workflow changes and make recommendations for process improvements.
- Ensure adherence to contractual terms and amendments through interpretation and analysis of basic legal documents.
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Life Insurance
- Flexible Spending Accounts
