Investment Operations Associate: Portfolios & Paperwork
northwestern mutualtwin citiesBloomington (MN)
Investment Operations Associate: Portfolios & Paperwork
Posted today
northwestern mutualtwin citiesBloomington (MN)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
Northwestern Mutual-Twin Cities is seeking an FPS Associate to support Financial Representative teams by processing investment paperwork and performing analysis tasks for clients.
The role includes completing paperwork, inputting client data in planning software, creating Investment Policy Statements, and providing Morningstar reports, with opportunities to develop licensing and certifications through on-the-job experience.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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