Senior Investment Professional, Private Equity
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 $130 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results. The Senior Investment Professional – Private Equity Deal Analyst role is responsible for supporting the management of Nationwide Investment’s Private Equity Investments portfolios in collaboration with the Alternative Investments team members. This position will perform all aspects of the Private Equity Investments platform, including but not limited to, sourcing and underwriting investment opportunities, portfolio monitoring, reporting, forecasting and communications, analytics and modeling, and supporting/leading special projects. Leads (directly or indirectly) building innovative solutions, projects, or initiatives using complex-problem solving techniques paired with domain expertise. Impacts department and sometimes functional management. As part of the Nationwide Alternatives Platform this individual will also have exposure and opportunity to work with members of Nationwide’s Liquid Alternatives team as well. This role may include people leader responsibilities. As a potential people leader, you will also be responsible for the overall performance of the team, as well as management of individual associates. We value our associates by providing a collaborative environment, setting clear expectations, and providing the necessary feedback to develop and motivate associates to perform at a high level. Focus is on development of associate technical and behavioral skills, innovation and career development.
Requirements
- Bachelor’s Degree
- Eight to twelve years of related investment experience
- Possess broad knowledge of multiple sectors of Private Equity
- Assertive with well-developed negotiating skills
- Handles pressure well and capable of managing multiple tasks and projects simultaneously
- Uses significant judgement on moderate to complex investments challenges
- Results driven and intellectually inquisitive, with an ability to establish and organize work priorities
- Positive, hardworking, pro-active, and professional
- Highly collaborative and team oriented
- Critical and creative thinker willing to express opinions and views
- Organized, detailed, and process oriented
- Accountable for completion of assigned deliverable with little day-to-day management
- Experienced understanding of specialized discipline
- Strong managerial abilities and leadership qualities
- Ability to successfully coordinate and work across multiple groups
- Outstanding analytical and problem-solving skills
- Integrates quantitative and qualitative information to draw accurate conclusions
- Proficient in Excel
- Experience with Alternative Investments, specifically Private Equity
- Regularly and consistently demonstrates Nationwide Values.
Nice To Haves
- MBA or CFA preferred
- experience with Python, R, Tableau, or similar is a plus
- Experience with Bloomberg, Private I, CEPRES, eVestment Alliance, or other similar tools
Responsibilities
- Covers mid-large, moderately complex accounts using significant judgement on moderate to complex accounts.
- Accountable for multiple processes or programs and may have input on department budgets.
- Responsible for evaluation, assessing and management of multiple mid-large managers/funds
- Uses significant judgment on moderate to complex decisions.
- Evaluates and recommends investment opportunities.
- Performs in-depth manager / fund reviews with base case and downside analysis.
- Prepares materials and participates in the review legal documentation with internal and external legal counsel.
- Performs the necessary research for early identification of emerging issues or risks with managers/funds within the portfolio.
- Develops an investment pipeline handling incoming inquiries, and sourcing opportunities independently in the marketplace.
- Manages relationships with current and prospective investment managers as well as with service providers.
- Prepares materials for and participates in landscaping and pipeline meetings.
- Utilizes financial and statistical models to drive underwriting, monitoring and portfolio management processes.
- Suggests model enhancements and develops/supports the development of new models as necessary.
- Performs as a senior individual contributor and may have managerial responsibilities.
- May be a people leader within the Private Equity Deal Analyst function managing the Private Equity Deal Analyst team.
- May Perform other duties as assigned.
Benefits
- 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 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
