Working under direct supervision to assist in the underwriting of new funds and co-investments, monitoring existing book of fund/SMAs exposure and co-investments as part of a collaborative team
Provide input into the analysis of existing portfolio of funds, SMAs and co-investment exposure
Assist with the review of structure and negotiation of terms
Assist with completion of legal documentation with internal and external legal counsel
Support the analysis of geopolitical impacts
Take an active role in the development of investment theses materials for investment committee presentation
Assist with the ongoing monitoring of the securities portfolio
Review credit and sector fundamentals
Assist with the early identification of emerging issues or risks
Collaborate with other departments regarding relative value, sector analysis, asset class dynamics and portfolio construction
Develop and maintain relationships with external business partners for deal flow and market color
Create streamlined reporting and produce portfolio reports as needed
Assist with data management and maintenance
May perform other responsibilities as assigned
Reporting Relationships: Asset Class Senior Investment Professional
Typical Skills and Experiences:
Education : Bachelor's degree with MBA preferable. Chartered Financial Analyst desired .
Experience : 4 to 7 years of related investment experience.
Knowledge, Abilities and Skills:
Solid understanding of fixed income and financial concepts
Understanding of economics and capital markets
Exceptional analytical, critical thinking, and problem-solving capabilities
High energy, positive attitude, collaborative and team oriented
Composed and decisive under pressure or when challenged
Driven, self-motivated, and intellectually inquisitive
Creative, organized, responsive, and detail oriented
Excellent written and verbal communication skills
Able to build constructive and effective relationships
Intermediate to advanced skills with Excel and other Office applications
General understanding of technology including databases and other data analysis applications
Proficiency with fixed income analytics applications
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner.
Values : Regularly and consistently demonstrates 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 coverage, paid time off with newly hired associates receiving a minimum of 18 days paid tiDental insuranceVision insuranceRemote work options
Additional Information
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 $160 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results.
The Private Debt Senior Investment Analyst role is responsible for supporting the management of Nationwide's Private Debt portfolio which includes credit funds, separately managed accounts ("SMAs") and co-investments. Responsibilities include supporting the following: new investment underwritings, management of the existing portfolio, the development of a new investment pipeline, fulfilling reporting needs, and special projects. As part of the Nationwide Corporate Credit Team, this individual will also have an opportunity to work across other fixed income asset classes including leveraged finance and investment grade corporate credit.
Job Description