Jobs › Companies › Northwestern Mutual › MSA Sr Research Analyst

Sobre este puesto de MSA Sr Research Analyst en Northwestern Mutual

Northwestern Mutual · Presencial · Milwaukee, WI Corporate

About the Job:

Mason Street Advisors, LLC Overview

Mason Street Advisors, LLC (“MSA”) is a wholly-owned subsidiary of The Northwestern Mutual Life Insurance Company (“Northwestern Mutual”), and an investment adviser registered with the U.S. Securities and Exchange Commission. MSA-advised mutual funds are underlying investment options in certain Northwestern Mutual Wealth Management Company programs and Northwestern Mutual variable products.

 

As of June 30, 2026, MSA managed approximately $42.3 billion of client assets.

 

What You'll Do:

  • Perform initial due diligence and provide recommendations of third-party asset managers following Mason Street Advisors’ (“MSA”) investment research process. This includes the qualitative review of the manager’s team, investment process, parent company and the quantitative analysis of performance characteristics, risk and factor attribution, as well as style consistency and adherence to the stated investment process. The due diligence process may include on-site visits of managers and attendance at industry conferences.
  • Responsible for the ongoing monitoring of external investment managers, including performance attribution analysis and qualitative assessment of their investment team and process. This includes recommending the addition or removal of investment managers and identifying appropriate replacement managers when necessary.
  • Assist in the management of the Active/Passive fund suite ($2.6 billion in AUM).  Key member of the team that manages asset allocation strategy, strategic and tactical positioning, and fund selection parameters and process.
  • Assist in trading functions, including the management of cash, for the Active/Passive fund suite and MSA’s operating account.  Develop and maintain relationships with securities dealers, and acts as liaison with industry and regulatory organizations related to trading matters. Perform credit analysis on commercial paper issuers. Participate in the oversight of trading and brokerage practices of sub-advisers.
  • Assist in MSA’s derivatives oversight and reporting functions. Assist in setting risk limits, conducting due diligence of the sub-advisers’ risk management processes, and monitoring the sub-advised portfolios’ derivatives risk exposures. Assist in overseeing and monitoring market, counterparty, liquidity, leverage, valuation, operational, and regulatory risks related to the use of derivatives, as well as regulatory matters and prospectus/SAI disclosures.
  • Member of MSA’s Brokerage and Trading Committee, Proxy Voting and Corporate Actions Committee, the Derivatives Oversight Group, and the Pricing Committee (helping to ensure pricing policies and procedures are followed and fair value pricing is being applied in a prudent manner) on a rotating basis.
  • Provide mutual fund board-facing investment research commentaries and content including written research reports, investment manager write-ups, portfolio attribution summaries, market and economic commentaries.
  • Build and contribute to positive working relationships with leaders within MSA and Northwestern Mutual. Know internal and external customers and service providers. Take ownership and use sound judgment to resolve issues that may be complex and require research and follow-up. Provide complete, professional, high-quality verbal or written responses, as appropriate. Handle negative situations well, offer workable alternatives, and facilitate appropriate resolutions. Collaborate frequently with other departments.
  • Assist in the preparation and presentation of materials for MSA’s Investment Committee, as well as MSA’s Board of Directors.

 

What You'll Bring to the Role:

Minimum Requirements:

  • Bachelor’s degree
  • Broad knowledge of markets, investments, economics, accounting, and financial tools, such as Bloomberg, Morningstar Direct, eVestment, Excel, etc.
  • Strong working knowledge of current trends within the investment industry.
  • Background in researching or recommending mutual funds, ETFs, SMAs for use within a portfolio.
  • The ability to communicate effectively at all levels of the organization. This includes writing reports, memos, communications, as well as giving presentations to audiences of varying sizes.

Desirable Requirements:

  • 10 years of relevant work experience in the investment industry to include experience performing investment research and/or evaluating investments or investment products as part of a portfolio.
  • MBA degree and/or CFA designation
  • Experience giving presentations in large and small group settings

Skills You Have:

  • Investment Performance Reporting - Analyzes and interprets investment data to produce reports that communicate the performance of investments to clients or stakeholders by collecting and organizing data, calculating performance metrics, creating visual aids such as graphs and charts, and presenting the information in a clear and concise manner that is easily understandable to the intended audience. Makes recommendations for future investment strategies based on the analysis of the performance data.
  • Research Methods - Conducts research utilizing various strategies, techniques and processes. Utilizes both qualitative and quantitative research methods in deriving meaning from datasets. Identifies and validates datasets for research and analysis.
  • Data Collection & Analysis - Gathers, stores, accesses, and uses information collected via quantitative (e.g., surveys or usage data) or qualitative methods (e.g., interviews, focus groups, document analysis). Analyzes data to uncover patters and insights to inform business decisions.
  • Investment Performance Reporting - Analyzes and interprets investment data to produce reports that communicate the performance of investments to clients or stakeholders by collecting and organizing data, calculating performance metrics, creating visual aids such as graphs and charts, and presenting the information in a clear and concise manner that is easily understandable to the intended audience. Makes recommendations for future investment strategies based on the analysis of the performance data.

Compensation Range:

Pay Range - Start:

$108,160.00

Pay Range - End:

$162,240.00

Geographic Specific Pay Structure:

Structure 110:

$118,960.00 USD - $178,440.00 USD

Structure 115:

$124,400.00 USD - $186,600.00 USD

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 but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.


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 that welcomes talented individuals of all backgrounds. 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.


¿Listo para postularte en Northwestern Mutual?
Postúlate en Northwestern Mutual

Sobre Northwestern Mutual

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. What started in Milwaukee, WI has grown into 7,000+ home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for

Ver todos los empleos en Northwestern Mutual →

Empleos similares

Northwestern Mutual
Innovation Engineer, Technical Strategy
Northwestern Mutual
⚡ Postúlate pronto New York, NY Corporate Híbrido $136,800–$136,800
● Nuevo 👁 Visto ✓ Postulado hace 1d
Northwestern Mutual
Analytics & Solutions Engineer
Northwestern Mutual
⚡ Postúlate pronto Milwaukee, WI Corporate Presencial $118,960–$118,960
● Nuevo 👁 Visto ✓ Postulado hace 1d
Northwestern Mutual
Sr. Solutions Engineer
Northwestern Mutual
⚡ Postúlate pronto Milwaukee, WI Corporate Presencial $108,160–$108,160
● Nuevo 👁 Visto ✓ Postulado hace 1d
Northwestern Mutual
Investment Analytics Associate
Northwestern Mutual
⚡ Postúlate pronto Milwaukee, WI Corporate Presencial $89,360–$89,360
● Nuevo 👁 Visto ✓ Postulado hace 3d
Northwestern Mutual
Field Engagement & Experience Intern, Year round
Northwestern Mutual
⚡ Postúlate pronto Milwaukee, WI Corporate Presencial $34,320–$34,320
● Nuevo 👁 Visto ✓ Postulado hace 3d
Northwestern Mutual
Specialized Client Care Srvcs Rep
Northwestern Mutual
⚡ Postúlate pronto Milwaukee, WI Corporate Presencial $42,661–$42,661
● Nuevo 👁 Visto ✓ Postulado hace 3d
Northwestern Mutual
VP-Marketing Operations and Chief of Staff
Northwestern Mutual
⚡ Postúlate pronto Milwaukee, WI Corporate Presencial $196,000–$196,000
● Nuevo 👁 Visto ✓ Postulado hace 3d
Northwestern Mutual
Underwriting Research Intern, Summer 2027
Northwestern Mutual
⚡ Postúlate pronto Milwaukee, WI Corporate Presencial $34,320–$34,320
● Nuevo 👁 Visto ✓ Postulado hace 4d
Northwestern Mutual
Director - Production
Northwestern Mutual
⚡ Postúlate pronto Newport Beach,CA (RE) 006 Presencial
● Nuevo 👁 Visto ✓ Postulado hace 4d

Regístrate para recibir sugerencias adaptadas a los empleos que abres y las búsquedas que guardas.

Más empleos en Northwestern Mutual

Ver todos los empleos en Northwestern Mutual →

Postúlate ahora
🤖

Un momento — para

JobsRadar se creó para personas reales que están pasando un mal momento en su búsqueda de empleo — no para solicitudes automatizadas. Estás haciendo clic demasiado rápido y ahora estás bloqueado temporalmente.

Vuelve más tarde. Si de verdad estás buscando empleo, cuentas con nosotros — solo compórtate como una persona.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Toma ventaja en tu búsqueda de empleo.

Únete a nuestro canal de Telegram para lo que te ayuda a conseguir el puesto — referencias salariales, el pulso semanal del mercado y avisos de nuevas funciones. Sin spam, solo señal.

Únete al canal — es gratis