Joshua Pemberton

Senior Data Analyst - Specialty Markets @Northwestern Mutual

Milwaukee, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Senior Data Analyst - Specialty Markets @Northwestern Mutual

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Milwaukee, WI, US

Led data analytics and insights for the Institutional market, supporting a $30B+ market. Owned complex analyses across BOLI and COLI sales, future pipeline opportunity, capacity constraints, and market performance, translating findings into executive-ready insights. Designed and maintained enterprise Power BI dashboards and analytical tools that standardized reporting, improved data accessibility, and increased team self-sufficiency.· Developed a Power BI dashboard to model metrics that analyze future capacity and institutional finances, assess risk, evaluate sales opportunities, and guide long-term business strategy.· Implemented and continue to lead a structured, data-driven case evaluation framework caused by the 2023 banking crisis to conserve institutional business, inform leadership decisions on risk exposure, and prioritize clients.· Responsible for industry (IBIS) reporting, analyzing carrier sales data and market trends to assess relative position across products and markets, identify performance gaps, and uncover growth opportunities.· Managed year-round interns, overseeing project prioritization, development, and performance to ensure high-quality outcomes and team efficiency.

EDUCATION

2015 — 2019

Albion College

Bachelor of Arts - BA, Mathematics with an emphasis in Actuarial Science and Economics

SKILLS

Customer ServiceData AnalysisManagementAnalytic Problem SolvingMinitabSocial MediaMicrosoft OfficePiano PerformanceMicrosoft PowerpointApplied ProbabilityEvent PlanningPianoResearchSocial NetworkingMicrosoft ExcelPowerpointMusicEvent ManagementMathematicaTime Series AnalysisMicrosoft WordStrategic PlanningTeachingTime Management

ABOUT JOSHUA PEMBERTON

Results-oriented data analytics leader with 6+ years of experience driving market insight and strategic decision-making across institutional insurance and healthcare environments. Known for translating complex, ambiguous data into clear, executive-ready insights that inform product strategy, market positioning, and leadership decisions.Currently serving as the senior and sole analytics lead for Northwestern Mutual’s institutional markets, with end-to-end ownership of analytics spanning business scoping, data architecture, metric development, competitive intelligence, and executive reporting. Trusted partner to senior leaders, recognized for independent ownership, cross-enterprise collaboration, and delivering analytics that directly support organizational growth and market competitiveness.I hold a Bachelor of Arts in Theoretical Mathematics with an emphasis in Actuarial Science and Economics. I am EPIC data model certified and FINRA licensed (SIE, Series 6, Series 26), with a strong foundation in both technical analytics and financial services strategy.

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Joshua Pemberton — Senior Data Analyst - Specialty Markets at Northwestern Mutual in Milwaukee, WI, US | Unifers