Investment Professional, Tax Credits

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! 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.

The hired associate must reside within 35 miles of the following location:

Columbus: One Nationwide Plaza, Columbus OH, 43215

Work schedule: 3 days in office, 2 days remote.

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 primary function of this role is to identify, evaluate, and execute tax credit investment opportunities. This includes the underwriting and closing process, managing external relationships, and coordinating with internal teams to ensure investments are structured and executed in alignment with financial, tax, and accounting standards. A critical component of this role is the development and oversight of complex financial models that drive investment decisions and support risk assessment. The role requires detailed financial and risk analysis, with a strong emphasis on GAAP and tax accounting throughout the investment lifecycle.

Job Description

Key Responsibilities:  

• Build and maintain complex financial models to evaluate tax credit investment opportunities.

• Support structuring efforts to align with both tax and accounting requirements.

• Analyze deal structures to optimize tax benefits and investor returns.

• Conduct scenario analysis and sensitivity testing to assess risk and return profiles.

• Assist in due diligence, underwriting, and closing of tax credit transactions.

• Collaborate with internal accounting/tax partners to ensure accurate financial reporting and compliance.

• Coordinate with legal, finance/accounting, and asset management teams throughout the investment lifecycle.

• Prepare internal and external reports on investment performance and tax credit utilization.

• Monitor changes in tax legislation and assess potential impacts on investment strategy.

• Manage and oversee partner relationships with syndicators, brokers, developers, and attorneys for the tax credit platform to drive positive investment performance.

• Perform investment site and partner office visits to understand risks and related risk mitigation strategies and manage outcomes from those visits.

• Conduct research and analysis on market and industry trends, particularly in the renewable energy sector.

• Responsible for continuous improvement, improving efficiencies, and process management of renewable energy investments as well as other tax credit investments. 

May perform other responsibilities as assigned.

Reporting Relationships: Asset Class Senior Investment Professional

Typical Skills and Experiences:

Education:  Bachelor’s degree with course work in Accounting and/or Finance.  CPA designation preferred.

Experience: 5+ years of Finance/Business related experience.  2+ years of prior experience in public accounting is preferred. 

Knowledge, Abilities and Skills: 

• Self-motivated business professional with a strong attention to detail

• High drive for results with the ability to exercise independent judgement

• Intellectual curiosity, interest in and enthusiasm for real estate investing/renewable energy investments 

• Strong understanding of GAAP/Tax accounting

• Ability to understand complex investment structures

• A diverse thinking, team-oriented individual

• Excellent verbal and written communication skills

• Creativity and critical thinking skills to handle a variety of challenges

• Demonstrated ability to deliver results in a time sensitive manner

• Advanced Excell skills

• Strong organizational skillset