Senior Investment Analyst - Enterprise Portfolio Management Data and Analytics

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This position will be focused on enhancing data and analytical capabilities within the Enterprise Portfolio Management Team. Projects may include dashboard construction, process enhancement and automation, development and support of statistical models incorporating financial market and economic data. This role will be a key connection between enterprise portfolio management and Investments’ Advanced Analytics initiatives as well as other data focused projects within the organization.

This Columbus based hybrid position is an Investments F Band role.

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

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Job Description Summary

Nationwide’s vision is to be the most trusted, most caring and most customer-focused protection company. We exist to protect people, businesses and futures with extraordinary care.

The Nationwide Investments team manages approximately $130 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results.

The Enterprise Portfolio Management - Senior Investment Analyst assists in the development and communication of investment strategy and portfolio management activities for general account, separate account and third-party multi-asset class portfolios. The role is directly involved in supporting cross market relative value analysis, interest rate positioning, asset allocation and monitoring of performance and compliance within investment policies and guidelines for client portfolios.

Job Description

Key Responsibilities: 

• Works independently and has limited oversight. Has an experienced understanding of relative value, interest rate risk management, asset allocation and performance and attribution.

• Provides input into the development of cross market relative value, duration and curve positioning and overall asset allocation decisions to achieve multiple client objectives and outperform benchmarks and peers.

• Gathers, analyzes, monitors, and disseminates quantitative and qualitative data about the macroeconomic and market trends as well as the various asset classes, including government securities, spread product, equities, currencies, and alternatives.

• Develops and maintains financial models to provide critical signals and insights in rates, bonds and equities in both domestic and international markets.  

• Monitor general account portfolio performance, cashflows and asset allocation, providing analytical and administrative support to portfolio managers.

• Monitor policy limits, risk guidelines and tracks supportable rates.

• Develops and maintains relationships with internal business partners to help ensure effective development, communication and execution of investment strategy.

• May communicate investment strategy with internal business partners.

• Prepares materials and reporting to facilitate communication of investment strategy.

May perform other duties as assigned.

Reporting Relationships:  Senior Investment Professional – Head of Portfolio Management

Typical Skills and Experiences: 

Education:  Undergraduate degree.   MBA, MS or MA in business administration, economics, finance, or CFA preferred.  

Experience:   4 to 7 years of investment experience.

Knowledge, Abilities and Skills: 

• Demonstrates presence with excellent verbal and written communication skills

• Must be particularly well-organized, responsible, capable of delivering requests on time, and able to multi-task

• Results driven, self-motivated, and intellectually inquisitive

• Positive, hardworking, pro-active, and professional

• Highly collaborative and team oriented

• Critical and creative thinker willing to express opinions and views

• Strong analytical and problem-solving skills

• Capable of working independently and uses some judgement with oversight required for overall task

• Experienced understanding of asset liability management concepts, asset allocation, interest rate risk and credit risk and liquidity

• Excellent mathematical and statistical skills with proven ability to analyze qualitative and quantitative information and external factors that may influence or have an impact on the financial markets, the economy, and the company

• Command of research skills necessary to analyze financial market and macroeconomic trends

• Strong functional capability with Microsoft Office (Excel, Word, PowerPoint), Bloomberg, thinkFolio

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values:  Regularly and consistently demonstrates the Nationwide Values.

Job Conditions: 

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment. Some travel may be required.

ADA:  The above statements cover what are generally believed to be principal and essential functions of this job.  Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. 

Credit Check:  Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.