Investment Professional - Private Equity

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.

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 Investment Professional – Private Equity Deal Analyst role is responsible for supporting the management of Nationwide Investment’s Private Equity Investments portfolios in collaboration with the Alternative Investments team members. This position will perform all aspects of the Private Equity Investments platform, including but not limited to, sourcing and underwriting investment opportunities, portfolio monitoring, reporting, forecasting and communications, analytics and modeling, and supporting/leading special projects. Leads (directly or indirectly) building innovative solutions, projects, or initiatives using complex-problem solving techniques paired with domain expertise. Impacts department and sometimes functional management. As part of the Nationwide Alternatives Platform this individual will also have exposure and opportunity to work with members of Nationwide’s Liquid Alternatives team as well. This role may include people leader responsibilities.

Job Description

Key Responsibilities: 

• Responsible for evaluation, assessment and management of managers/funds.

• Evaluates and recommends alternatives investment opportunities.

• Performs in-depth manager / fund reviews with base case and downside analysis.

• Prepares materials and participates in the review of legal documentation with internal and external legal counsel.

• Performs the necessary research for early identification of emerging issues or risks with managers/funds within the portfolio.

• Develops an investment pipeline handling incoming inquiries, and sourcing opportunities independently in the marketplace.

• Manages relationships with current and prospective investment managers as well as with service providers.

• Prepares materials for and participates in landscaping and pipeline meetings.

• Utilizes financial and statistical models to drive underwriting, monitoring and portfolio management processes.

• Suggests model enhancements and develops/supports the development of new models as necessary.

May Perform other duties as assigned.

Reporting Relationships:  Reports to Appropriate Group Head in Alternatives

Typical Skills and Experiences: 

Education:  Bachelor’s Degree; MBA or CFA preferred

Experience:  Six to ten years of related investment experience

Knowledge, Abilities and Skills: 

• Build constructive and effective internal and external relationships.

• Decisive with superb judgment with guidance on more complex judgements

• Driver of results with velocity and the ability to exercise independent judgement

• Demonstrates presence with excellent verbal and written communication skills

• Ability drive data management and report production

• Ability to establish and organize work priorities

• Results driven and intellectually inquisitive

• Positive, hardworking, pro-active, and professional

• Highly collaborative and team oriented

• Critical and creative thinker willing to express opinions and views

• Accountable for completion of assigned deliverable with little day-to-day management

• Uses some judgement, but supervision required for overall task

• Experienced understanding of specialized discipline

• Capable of working independently

• Outstanding analytical and problem-solving skills

• Integrates quantitative and qualitative information to draw accurate conclusions

• Proficient in Excel; experience with Python, R, Tableau, or similar is a plus

• Experience with Bloomberg, Private I, CEPRES, eVestment Alliance, or other similar tools

• Experience with Alternative Investments, spe