Senior Investment Professional, Enterprise Portfolio Management

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 role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

This position will be hired on a SuccessFlex basis.

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

Columbus: One Nationwide Plaza, Columbus OH, 43215

Work schedule: 4 days in office, 1 day remote.

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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 Professional partners in the development and communication of investment strategy and supports portfolio management activities for general account, separate account and third-party multi-asset class portfolios. The role is heavily engaged in cross market relative value analysis, interest rate positioning, asset allocation and monitoring of performance and compliance within investment policies and guidelines for client portfolios. Directly or indirectly leads the building innovative solutions, projects, or initiatives using complex-problem solving techniques paired with domain expertise.

Job Description

Key Responsibilities: 

• Using significant judgement on moderate to complex portfolio management problems, covers mid-large, moderately complex accounts. Accountable for multiple processes or programs and may have input on department budgets.

• Partners with Senior Portfolio managers in the management of large, complex accounts, serving as a junior portfolio manager.  May be assigned direct responsibility for day-to-day management of mid-large, moderately complex client portfolios.  

• Heavily engaged in development and communication of cross market relative value, duration and curve positioning and overall asset allocation decisions to achieve multiple client objectives and outperform benchmarks and peers.

• Responsible for developing and vetting new asset / investment strategies to achieve income, capital, tax or other client objectives.  Develops and communicates strategies to outperform benchmarks and peers on a total return basis. 

• Responsible for development of model portfolios, optimization of asset allocation and identification of key drivers of performance.

• Responsible for processes related to forecasting and development of operating plans for clients.  

• Leads interactions in various forums to develop and/or communicate investment strategy.  

• Key contributor in development of investment policies and guidelines and determination of benchmarks.

• Presents macro-economic and market outlook, investment strategy and an overview of performance in client meetings.  

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:  8 to 12 years of investment experience. 

Knowledge, Abilities and Skills: 

• Ability to present effectively to and work with people at all levels of the organization both internal to Investments as well as externally with clients

• Critical and creative thinker willing to express views and willingness to advocate positions when views are not shared

• Handles pressure well and capable of managing multiple complex tasks and projects simultaneously

• Exceptional analytical and problem-solving capabilities

• De