Venture Capital Portfolio Management (Finance and Operations)
Venture Capital Portfolio Management (Finance and Operations)
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Job Description
- Participates in investment discussions and aids in investment decisions using market themes and portfolio level insights
- Gathers analyzes and presents market information related to investment themes and areas as a thought partner to investment professionals
- Manages portfolio management information gathering process (Standard metrics platform)
- Leads valuation process improvements
It is our intention to fill this role in Columbus Ohio or Scottsdale Arizona. However on occasion applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered.
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
As a member of the Nationwide Ventures team youll have the opportunity to improve build and manage our portfolio including all elements of financial analysis and reporting. Youll lead and automate where possible the quarterly portfolio valuation process and provide feedback to the investment team as a counterpart with portfolio level insights strategy and capital balancing. Nationwide Ventures makes direct investments in startup companies and facilitates partnerships between emergent technology startups and Nationwides business units to help protect and improve the financial security of Nationwides customers. If you love juggling a broad range of exciting projects and are financially and operationally minded wed love to know more about you!Job Description
Key Responsibilities:
Manages and enhances Venture portfolio performance analytics modeling and reporting. Partners with investment team from point of investment to exit to prepare discussion points on portfolio key performance indicators financial performance and portfolio construction. Performs other ad hoc risk/return analysis as needed to support Venture portfolio decision-making driving toward risk optimization.
Owns valuation process from point of investment to exit and presents quarterly analysis to Chief Investment Officer Chief Strategy Officer Corp Dev Officer Investments Operations Finance Controllership and Risk. Collects and analyzes quarterly portfolio information to prepare quarterly valuation processes including some ad-hoc reports. Utilizes and optimizes Carta platform to prepare and execute valuation.
Owns the organization of funding packages for venture deal closing. Leads the coordination and management of wiring legal and adjacent teams to settle transactions in relevant reporting systems. Manages timelines for quarterly reporting to stakeholders. Builds and manages presentations for business unit partners.
Prepares tracks and optimizes budgets for Ventures inclusive of vendors travel conferences networking events co-sponsored events and more. Collaborates with financial partners on monthly expense tracking and budget forecasts.
Leads automation process simplification and next generation process changes using technology for portfolio and financial reporting.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to AVP Sr Investment Professional.
Typical Skills and Experiences:
Education: Undergraduate degree in business administration accounting finance or other relevant academic subject areas preferred.
License/Certification/Designation: Certified Public Accountant (CPA) preferred but not required.
Experience: Typically ten or more years of experience in financial management analysis investment accounting or equivalent experience.
Knowledge Abilities and Skills: Knowledge of financial/statistical analysis accounting and/or business operating systems. Project management concepts and techniques. Ability to analyze financial or statistical results and trends and interpret complex financial reporting requirements. Excellent verbal and written communication skills with an ability to communicate professionally with investment team and business partners. Ability to interpret changes in financial reporting. Decision-making skills for problem identification and appropriate solution recommendation. Ability to operate and maintain efficient financial information networks systems and software.
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 Nationwide Values.
Job Conditions:
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Normal office environment.
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.
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.
#marketingNOTE 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.
Employment Type
Full-Time
