Hiring: Total Portfolio Analytics & Investment AI Strategy Lead Company: Northwestern Mutual Location: Milwaukee, WI Job Posted Time: 2026-09-10 13:16:48 Target Skills & Keywords : CFA, Machine Learning, Portfolio Management, Python, R, Redshift, Risk Management, SQL, Snowflake About the job Experience: •10+ years of relevant experience in multi-asset or total portfolio analytics within asset management, an allocator, or consulting, with exposure to both public and private markets. Required Skills: •Lead total portfolio analytics strategy: Build and maintain the analytical frameworks that support strategic and tactical asset allocation, portfolio construction, liquidity planning, risk budgeting, rebalancing, and scenario analysis across public and private assets. •Drive Institutional Investments AI strategy and adoption: Identify, prioritize, and lead AI-enabled opportunities that improve investment decision-making, automate repeatable workflows, and create scalable capabilities for the broader investment organization. •Partner with engineering and enterprise teams: Work closely with engineering, data, technology, risk, compliance, and enterprise AI partners to translate investment needs into technical requirements, align delivery priorities, and move capabilities from concept to production. •Build and maintain data models: Collaborate with data engineers to onboard total portfolio data sources, integrate public and private market data, design repeatable data models, and establish data quality checks, lineage, and documentation. •Develop interactive data visualizations: Create dashboards, applications, and portfolio views using Power BI, Streamlit, or similar tools to help investment leaders and portfolio teams understand exposures, performance, risk, liquidity, and capital allocation decisions. •Improve existing systems and workflows: Identify gaps in current investment data, analytics, AI, and reporting processes; help prioritize improvements that reduce manual work, improve controls, and speed time to decision. •Manage and develop talent: Serve as a people leader for a small team of analysts, data professionals, or associates by setting priorities, coaching team members, creating clear accountability, and helping the team deliver against department objectives. •Collaborate effectively: Work closely with portfolio managers, investment strategy leaders, traders, operations, risk, data, engineering, and enterprise partners to advance total portfolio capabilities and enable better investment decisions. Qualifications: •Bachelor’s degree in a quantitative field, such as Finance, Economics, Statistics, Computer Science, or Engineering, is required; advanced degree, such as an MS or PhD, or progress toward the CFA designation is a plus. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!