Sr. Investment Analyst, Investment Management Group

Nationwide Mutual Insurance•Columbus, OH

4d•Hybrid

About The Position

This role will support Nationwide Financial's Investment Management Group and requires a hybrid in-office schedule in Columbus, OH (3 Days per Week). The Investment Analyst is responsible for identifying, evaluating, and overseeing asset managers for investment portfolios. This position works closely with senior investment professionals to ensure the selection of high-performing investment managers and the continuous monitoring of their performance to meet distribution channel objectives. A deep understanding of financial markets, investment strategies, and due diligence processes is necessary.

Requirements

Undergraduate studies in business, finance, economics, accounting, or a related field.
3 years related experience in Financial Services investment management.
Knowledge of investment, finance, economic practices and performance measurement and style analysis.
Ability to analyze sub-advisor data and make recommendations regarding quality and appropriateness.
Verbal and written communication skills for contact with all levels of management or external entities.
Ability to prioritize and manage workload.

Responsibilities

Conduct comprehensive due diligence on potential subadvisors or third party funds, including qualitative and quantitative assessments.
Analyze investment strategies, performance track records, risk management processes, and organizational structures of investment managers.
Prepare detailed reports and recommendations for the selection of subadvisors or third party funds.
Continuously monitor the performance of investment managers against benchmarks, peers and predefined criteria.
Conduct regular reviews and analysis of performance, identifying trends, risks, and opportunities.
Build investment knowledge and experience to represent the business segments in the development of investment portfolios or investment strategies.
Review industry trends to identify and monitor top investment managers/funds to determine their effectiveness within the products of the supported groups.
Build understanding of NF businesses and use of sub-advisor relationship development techniques.
Use vendor software (Evestment, Morningstar, Factset, etc.) to conduct performance comparisons, search for best products and perform advanced statistical analysis.
Ensure thorough documentation of the subadvisor selection process, performance evaluations, and ongoing monitoring activities.
May perform other responsibilities as assigned.