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Process Analyst

Milwaukee, WI, US • Posted 6 days ago • Updated 14 hours ago

Full Time

On-site

USD 89,360.00 per year

Fitment

Dice Job Match Score™

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Job Details

Skills

Due Diligence
Valuation
Sourcing
Underwriting
Data Flow
Operational Risk
Standard Operating Procedure
Portfolio Management
Artificial Intelligence
Economics
Statistics
Data Science
Computer Science
Computational Finance
Analytics
Business Process
Investment Management
Asset Management
Financial Services
Front Office
Roadmaps
Change Management
Python
Process Mapping
Documentation
Workflow
ROOT
Facilitation
Stakeholder Engagement
Process Improvement
Return On Investment
Decision-making
Microsoft Power BI
Data Modeling
Dashboard
Microsoft Excel
Modeling
Analytical Skill
Snow Flake Schema
Proofreading
Presentations
Market Analysis
Risk Management
Recruiting
Leadership
FOCUS
Finance
Evaluation
Communication
Attention To Detail

Due Diligence
Valuation
Sourcing
Underwriting
Data Flow
Operational Risk
Standard Operating Procedure
Portfolio Management
Artificial Intelligence
Economics
Statistics
Data Science
Computer Science
Computational Finance
Analytics
Business Process
Investment Management
Asset Management
Financial Services
Front Office
Roadmaps
Change Management
Python
Process Mapping
Documentation
Workflow
ROOT
Facilitation
Stakeholder Engagement
Process Improvement
Return On Investment
Decision-making
Microsoft Power BI
Data Modeling
Dashboard
Microsoft Excel
Modeling
Analytical Skill
Snow Flake Schema
Proofreading
Presentations
Market Analysis
Risk Management
Recruiting
Leadership
FOCUS
Finance
Evaluation
Communication
Attention To Detail

Summary

About the Job:

This role will focus on understanding, documenting, and improving processes with NMC's investment transaction lifecycle; including deal sourcing, due diligence, valuation, portfolio monitoring, and portfolio performance.
Map and document end-to-end front office processes across deal sourcing, underwriting, portfolio monitoring, and investment decision-making to establish a clear baseline of current-state workflows, handoffs, and pain points.
Conduct structured assessments of deal team to identify inefficiencies, manual bottlenecks, redundant steps, gaps in data flow or system utilization, and room for introduction of AI enabled workflows and tools.
Develop and prioritize process improvement plans with clearly defined objectives, milestones, resource requirements, and expected business impact, partnering with front office stakeholders to drive adoption.
Evaluate current technology utilization across front office systems (e.g., eFront, Snowflake, Power BI) and recommend configuration changes, automation opportunities, or workflow redesigns to increase efficiency and reduce operational risk.
Serve as a change agent by championing process discipline, standard operating procedures, and best practices across the front office.
Identify, define, and refine key investment metrics and analytical views that inform investment decisions and support positive business outcomes.
Build and maintain Power BI dashboards that combine quantitative outputs and visual storytelling to support portfolio management and senior leadership.
Configure eFront and assist users with troubleshooting and best practices.
Contribute to the design and maintenance of AI ready datasets by optimizing and enhancing datasets for consumption by investment professionals.
Clearly document analytical methodologies, assumptions, data standards, and repeatable processes.

What You'll Bring to the Role:

Bachelor's and/or Master's degree in Finance, Economics, Statistics, Data Science, Computer Science, Financial Engineering, or a related quantitative field, or an equivalent combination of education and experience.
Two or more years of experience in quantitative, analytics, or investment focused business analyst role.
Demonstrated experience analyzing and improving business processes within an investment management, asset management, or financial services front office environment.
Track record of identifying operational inefficiencies and delivering measurable process improvements.
Strong data driven decision making mindset with comfort working in ambiguous, unstructured problem spaces.
Process oriented approach with the ability to design scalable, repeatable analytical solutions.
Strong communication and influence skills, with the ability to present findings, recommendations, and improvement roadmaps to both technical and non-technical audiences, including senior leadership.
Experience with change management principles and the ability to guide teams through process transitions with minimal disruption.
Intellectual curiosity and willingness to challenge assumptions, methodologies, and existing analytical approaches.
High attention to detail and a strong instinct to reconcile, validate, and pressure test data and results.
Experience with Snowflake, Python, dbt, and PowerBI preferred.
Proficiency in process mapping and documentation tools to create clear, shareable representations of current-state and future-state workflows.
Ability to apply structured process improvement methodologies to diagnose root causes and design scalable solutions.
Strong facilitation and stakeholder engagement skills to lead discovery sessions, gather requirements, and drive alignment across investment professionals, operations, and technology teams.
Ability to build cases for process improvements, quantifying effort, risk, and expected ROI to support prioritization and leadership decision-making.
Proficiency in Power BI, including data modeling and integrating quantitative outputs into dashboards.
Advanced proficiency in Excel, including modeling and validation of analytical results.
Proficiency in Snowflake and dbt to query and build datasets.
Ability to interpret, scrub, process, and clearly explain complex quantitative results to non technical stakeholders.

Skills You Will Have:

Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Financial Market Monitoring: Consistently tracks and analyzes financial market data and news, evaluates trends and events that may impact investment portfolios or financial decisions, and makes informed decisions based on this information. Stays up to date on economic indicators, market news, and global events, and understands how they relate to investment opportunities and risks.
Industry Knowledge: Demonstrates extensive knowledge of common practices, regulatory considerations, market trends and the competitive landscape within a particular industry / sector to better understand and address unique client requirements, challenges, and context.
Risk Evaluation: Assesses the significance of identified risks, makes judgments about the significance of the risk in relation to the organization's objectives and assesses whether the risk is acceptable or not. Considers factors such as the organization's risk appetite, risk tolerance, and risk management resources to help decision-makers determine which risks require further action and which can be accepted or tolerated.

Compensation Range:

Pay Range - Start:
$89,360.00

Pay Range - End:
$134,040.00

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

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 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 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.
Skills

Financial Market Monitoring (NM) - Intermediate, Risk Evaluation (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Industry Knowledge (NM) - Intermediate
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 our commitment to a culture of belonging.

Concierge service
Employee resource groups

PandoLogic. Keywords: Process Analyst, Location: Milwaukee, WI - 53205

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: pandfeed
Position Id: 603833455
Posted 6 days ago

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