Senior Investment Analyst, Investments Back Office Reconciliations
About The Position
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 $175 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results. The Senior Investment Analyst, Investments Back Office Reconciliations has responsibilities for reconciliations across cash, securities, asset values, commitments and payables/receivables. The individual works across the Back Office to drive closure of open items and across Nationwide’s Office of Investments, Custodians, Asset Managers, and Technology Providers to obtain the data and abilities necessary to support an ever more complicated environment.
Requirements
- Bachelor's degree in Accounting, Business Administration, Finance, or a related field.
- 5 to 7 years of experience in Investment Operations, Business Intelligence Reporting, Investment Accounting, or Financial Services.
- Experience with reconciliation processes, including transaction, position, and cash reconciliations, is strongly preferred.
- Knowledge of reconciliation and investment asset management best practices
- Distill data and information in a meaningful way
- Lean in and challenge thinking
- Finding opportunities to enhance knowledge and skills
- Trying new things, asking questions, searching for answers, and taking in new information
- Value differences and seek diverse perspectives
- Conceptual understanding of end-to-end investments process flows
- Intermediate understanding of Fixed Income and Equity Securities
Responsibilities
- Assess current state reconciliation landscape, identify gaps/areas for improvements, develop innovative and efficient reconciliation methods, and drive timely resolution of exceptions
- Partner with stakeholders, incl. Technology, to design more detailed, scaled, and efficient reconciliations
- Adopt a proactive mindset to incorporate the current state reconciliation landscape with an eye toward the future
- Work with external and internal counterparties to ensure that the team has consistent access to (structured) data on a timely basis
- Ensure reconciliations and any required follow up are conducted within timelines established under controls and best practices
- Advocate for Nationwide needs in interactions with custodians, external parties (e.g., asset managers), and clients
- Work with internal partners to ensure that the Back Office understands and can support the needs of Controllership, Financial Risk Controls, Internal Audit, External Audit, the Front Office, and Senior Management
- Act as the primary owner of financial risk controls that are supported by the reconciliation infrastructure
- May perform other responsibilities as assigned.
Benefits
- medical/dental/vision
- life insurance
- short and long term disability coverage
- paid time off
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
