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Investment Operations Intern, Fall 2024

Northwestern Mutual

Northwestern Mutual

Operations
Franklin, WI, USA
Posted on Tuesday, June 4, 2024
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Internship candidates can expect a part-time (minimum of 10 hours per week) onsite internship program, running from September 2024 to May 2025. Internship candidates must be attending a Milwaukee area college or university to continue part-time during the school year in Fall.

This internship opportunity is offered in Franklin, WI and primary responsibilities include:

  • Resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a Registered area.
  • Researches and evaluates possible solutions to semi-complex problems that require identifying root cause and some deviations from procedures
  • Take ownership and help uncover the full need, providing timely and accurate solutions to Financial Representatives and their clients. Begin to anticipate future issues to avoid repeat calls and unnecessary transfers.
  • Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients
  • Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy
  • Embraces change by keeping an open mind to new ideas, and readily adjusts to new or changing processes.
  • Embraces continuous improvement by identifying opportunities for process improvements
  • Fosters a professional relationship with our clients and Financial Representatives to improve brand loyalty
  • Processes transactional responsibilities while adhering to strict confidentiality and privacy standards

Carefully selected from universities across the country, our interns bring distinctive ideas and perspectives to our organization. Our employees are passionate about building our emerging talent and future leaders. After application and initial screening conversation, interns are aligned, interviewed, and hired at NM based on their skills and interests, providing exposure to real-world business perspectives through hands-on learning and meaningful work.

Investment Operations Internship

As an Investment Operations Intern, you will work alongside your hiring manager, mentor, and team to complete tasks critical for Northwestern Mutual's success. We are here to help you both identify and continue to develop your future career goals and passions.

Bring Your Best! What this role needs. Minimum qualifications

  • Pursuing a Bachelor's degree in Finance, Accounting, Investments, or a related field from an accredited college or university
  • Cumulative grade point average of 3.0 or higher
  • Previous work or classroom experience in one or more of the following: Finance, Accounting, Investments, Data Science, or IT Management
  • Employer immigration sponsorship is not available for this role

Preferred Skills And Proficiencies

  • Previous Business, Finance, Accounting or Investments internship and/or relevant coursework
  • Previous Money and Banking experience and/or relevant coursework
  • Experience with Microsoft Office products
  • Effective oral and written communication skills
  • Proven analytical and problem-solving ability
  • High degree of self-motivation, passion, and an aim to learn
  • Ability to balance multiple priorities

Next steps

We encourage you to apply! Once your application is reviewed, if selected to move forward, one of our Early Careers team members will reach out for a call, where we will learn more about you and ensure this internship opportunity aligns with your interests and skillsets and share any next steps of our recruiting process.

Who We Are

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. At Northwestern Mutual, people matter. And you’ll be working for a company that’s consistently voted among the “most admired” in the nation. We invite you to explore your career interests with us.

Required Certifications

Non-Registered Fingerprinted - FINRA

Minimum

Compensation Range:

$16.50

Midpoint

$23.25

Maximum

$30.00

Pay rates for internships are determined based on academic tenure and major.

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an in dividual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additiona l information relating to location-based pay structures.

Build a strong career foundation with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.

  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups