Senior Investment Professional, Enterprise Portfolio Management
Senior Investment Professional, Enterprise Portfolio Management
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Job Description
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
Nationwides 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
Decisive with superb judgment
Positive hardworking pro-active and professional
Advanced understanding of asset liability management concepts asset allocation interest rate risk and credit risk and liquidity as well as other disciplines.
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 fundamental skills 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 managers 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 coveragepaid 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.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Required Experience:
Senior IC
Employment Type
Full-Time
