Senior Investment Professional, Private Placements
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 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 Professional 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. The Nationwide Investments Structured Products Team is a dedicated group of experienced investment professionals focused on delivering superior investment results to our clients. This role may have people leader responsibilities. As a potential people leader, you may 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. (May be an individual contributor recognized at the highest level of technical expertise)
Requirements
- Bachelor’s Degree
- 8 to 12 years of investment experience
- 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
- Demonstrates ability to lead and/or influence people and/or strategic initiatives
- Regularly and consistently demonstrates Nationwide Values.
Nice To Haves
- Advanced degree and/or CFA desirable
- prior project finance/infrastructure investing experience is preferred
Responsibilities
- Portfolio Manager responsible for research, trading and portfolio management activities.
- Identification of executable and suitable market opportunities.
- Transaction analysis including participants, credit, borrower, structure, deal documents and relative value scenario analysis.
- 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.
- Drives the creation of streamlined reporting and portfolio reports as needed.
- Leads data management and maintenance.
- May have people leader responsibilities.
- 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
