Support Portfolio Manager primarily in research and trading activities including:
Collaborate with the portfolio manager in the identification of executable and suitable market opportunities
Support transaction analysis including credit, collateral, borrower, structure, deal documents and relative value scenario analysis
Assist in portfolio surveillance including identification of emerging investment risks, and development and implementation of successful risk mitigation actions
Portfolio performance attribution analysis
Perform ad-hoc projects, reporting and analysis as requested
Collaborate with other departments regarding relative value, sector analysis, asset class dynamics and portfolio
Create streamlined reporting and produce portfolio reports as needed
Assist with data management and maintenance
May perform other duties as assigned
Reporting Relationships: Asset Class Senior Investment Professional
Typical Skills and Experiences:
Education: Bachelor's Degree; Advanced degree and/or CFA desirable.
Experience: Up to 5 years of 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
Dental insuranceVision insurance401(k)
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.
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 Nationwide Investments Private Placements Team is a dedicated group of experienced investment professionals focused on delivering superior investment results to our clients. This begins with our people and values which emphasize a positive culture and team dynamic that facilitate optimal relative value decision-making. As a key contributor to the Private Placements team's efforts, the Senior Investment Analyst will focus primarily on supporting the process of evaluating and recommending privately placed debt transactions as well as monitoring portfolio securities across a variety of sectors.
Job Description
Nationwide · Ohio - Columbus, One Nationwide Plaza