Investment Operations & Planning Associate
Listed on 2026-11-04
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Finance & Banking
Financial Analyst, Portfolio & Asset Management
Northwestern Mutual is seeking a FPS Associate in Mendota Heights to support investment paperwork, data input, and analysis for client accounts. You will prepare new account documentation, process trade tickets, and assist with advisory services under supervision.
The role involves using Envestnet for policy statements and Morningstar for portfolio reports, with opportunities to obtain SIE and Series registrations as part of professional development.
Join us at Northwestern Mutual as our next Investment Operations & Planning Associate in Mendota Heights, MN, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment Operations & Planning Associate role in the description above.
We appreciate your interest in this position.
Join Northwestern Mutual and contribute to our ongoing work.
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