Investment Operations Intern (Summer 2026)

We are seeking a detail-oriented and motivated candidate to support our Investment Operations Team from June - August, 2026. This role provides hands-on exposure to the day-to-day operations that support portfolio management, client servicing, and advisor workflows.

The intern will assist with processing client transactions, coordinating daily operational tasks, and ensuring timely completion of service requests. Responsibilities include handling incoming checks, maintaining accurate records, supporting account maintenance and client onboarding, and assisting with investment proposals and advisor materials.

This is an excellent opportunity for a candidate interested in gaining practical experience in investment operations, portfolio management support, and the inner workings of a sophisticated advisory firm.

Responsibilities

Support the Investment Operations Associate and Investment Operations Consultant with routine account maintenance and client onboarding processes.

Assist with service requests including, but not limited to, ACH authorizations, beneficiary updates, deposits and withdrawals, and client profile updates.

Help prepare advisory sales kits and assist in generating investment proposals for advisor meetings.

Provide operational and administrative support to ensure efficient service of client investment accounts.

Review and process incoming client checks, including scanning, logging deposits, and coordinating submission for processing.

Maintain the department’s daily check log and ensure accurate documentation of all received funds.

Communicate with advisors regarding incoming deposits and required follow-up actions.

Assist in coordinating daily team workflow by reviewing incoming service requests, logging tasks, and helping prioritize work across the operations team.

Monitor pending requests and follow up to ensure service items are completed in a timely and accurate manner.

Maintain accurate records and documentation within internal systems and custodial platforms.

Qualifications

Currently enrolled in an undergraduate or graduate degree program in Finance or a related field. 

Demonstrate strong interest in investment operations, wealth management, or financial markets

Excellent oral and written communication skills.

Strong critical thinking, financial analysis, and problem-solving skills.

Ability to manage multiple diverse projects and assignments in a timely and quality manner.

Strong attention to detail with the ability to work with a high degree of accuracy.

Demonstrated ability to maintain effective working relationships with clients.

Willingness to learn.

Maintaining daily account follow-ups.

About Northwestern Mutual

Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.