Hybrid Data Analyst III – Investment Client Services

at Northwestern Mutual

• Job title: Data Analyst III – Investment Client Services
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $81,280 - $121,920 per year
• Degree requirement: Bachelor's Degree
• Tech skills: SQL, Tableau
• Location requirements: Hybrid, Franklin, United States

About the role

• Data Analyst III analyzing data within Northwestern Mutual's Investment Client Services team. Creating reports and insights to drive informed business decisions with data-driven recommendations.

Responsibilities

• Analyze quantitative and qualitative data to identify patterns, trends, insights, and opportunities that support business decision-making.
• Create forecasts, reports, dashboards, and other analytical deliverables that help tell a clear story through data.
• Translate complex data and detailed analysis into business-friendly insights, recommendations, presentations, and written summaries.
• Produce actionable reports that highlight key performance indicators, identify areas for improvement, and support root-cause analysis.
• Partner with department leaders and business stakeholders to understand business questions, gather requirements, and deliver data-driven recommendations.
• Use analytics and metrics to improve processes, evaluate business impact, and support forecasting related to costs, risks, operational performance, and business outcomes.
• Develop a strong understanding of the business area you support and begin building deeper expertise in one or more business domains.
• Apply data visualization best practices to create clear, effective, and user-friendly deliverables.
• Seek to understand business processes, user needs, and operational workflows; document refined processes when needed.
• Identify and capture business requirements and support the development of KPI frameworks.
• Take initiative to design and develop analytical deliverables based on business needs, findings, and stakeholder priorities.
• Provide consultation to business partners and participate in cross-functional efforts to address business issues.
• Share results, insights, and best practices across teams to support continuous improvement and strengthen analytical capabilities.
• Apply creative problem-solving, curiosity, and new perspectives to improve how data is used to support business decisions.
• Embrace continuous learning, ambiguity, and collaboration in a fast-paced environment.

Requirements

• Bachelor’s degree in Computer Science, Management Information Systems, Mathematics, Statistics, Business, or a related field.
• 2–4 years of experience in data analysis, reporting, analytics, or application development.
• Experience with one or more analytical or development tools such as SQL, SAS, Microsoft Excel, SPSS, or similar tools.
• Experience with data visualization tools such as Power BI, Tableau, or similar platforms.
• Ability to deliver insights and recommendations clearly through written summaries, verbal communication, and presentations.
• Strong problem-solving, research, quantitative analysis, and analytical thinking skills.
• Ability to gather information systematically, consider a broad range of factors, and apply sound logic in analysis.
• Strong aptitude and desire to learn new platforms, analytical tools, reporting tools, and presentation methods.
• Ability to independently design and develop deliverables while collaborating effectively with a team.
• Ability to manage and prioritize multiple concurrent assignments while navigating ambiguity.
• Creative and resourceful approach to problem-solving and developing practical, data-backed solutions.

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off
• Professional development opportunities