Senior Investment Professional, Private Equity
About The Position
The Senior Investment Professional – Private Equity Deal Analyst supports the management of Nationwide Investments’ Private Equity portfolios in collaboration with the Alternative Investments team. The role covers Infrastructure and Real Assets and leads the third-party limited partner investment program, including strategy, portfolio construction, fund sourcing, diligence, general partner selection, commitment sizing, and ongoing manager monitoring. The position co-owns general partner relationships, including negotiating limited partnership agreement terms, side letters, advisory board seats, and co-investment opportunities. The role performs across the Private Equity Investments platform, including sourcing and underwriting investment opportunities, portfolio monitoring, reporting, forecasting, communications, analytics, modeling, and special projects. It leads or contributes to innovative solutions and initiatives using complex problem-solving and investment expertise. The role may include people-leader responsibilities, including oversight of team performance and associate development. It also provides opportunities to work with Nationwide’s Liquid Alternatives team. This is a SuccessFlex position. The associate must reside within 35 miles of Three Nationwide Plaza in Columbus, Ohio, and work three days in the office and two days remotely. Travel is required. The position is exempt and not eligible for overtime. A credit check and/or background check is required as part of the selection process. The role does not qualify for employer-sponsored work authorization, and Nationwide does not participate in the STEM OPT extension program.
Requirements
- Bachelor’s degree.
- Eight to twelve years of related investment experience.
- Broad knowledge of multiple Private Equity sectors.
- Experience with Alternative Investments, specifically Private Equity.
- Assertiveness and well-developed negotiation skills.
- Ability to manage pressure and multiple tasks and projects simultaneously.
- Sound judgment when addressing moderate to complex investment challenges.
- Results-driven, intellectually inquisitive, and able to establish and organize work priorities.
- Positive, hardworking, proactive, professional, collaborative, and team-oriented approach.
- Critical and creative thinking, and willingness to express opinions and views.
- Organized, detailed, and process-oriented working style.
- Accountability for deliverables with little day-to-day management.
- Strong understanding of a specialized discipline.
- Ability to coordinate and work successfully across multiple groups.
- Strong analytical and problem-solving skills, including integrating quantitative and qualitative information to draw accurate conclusions.
- Proficiency in Excel.
- Experience with Bloomberg, Private I, CEPRES, eVestment Alliance, or similar tools.
- Ability to reside within 35 miles of Three Nationwide Plaza, Columbus, Ohio.
- Ability to travel as required.
Nice To Haves
- MBA or CFA.
- Experience with Python, R, Tableau, or similar tools.
- Strong managerial abilities and leadership qualities.
Responsibilities
- Lead the third-party LP investment program for Infrastructure and Real Assets, including strategy, portfolio construction, fund sourcing, diligence, GP selection, commitment sizing, and ongoing manager monitoring.
- Co-own GP relationships, including negotiating LPA terms, side letters, advisory board seats, and co-investment opportunities.
- Support management of Nationwide Investments’ Private Equity portfolios in collaboration with Alternative Investments team members.
- Source and underwrite investment opportunities, and evaluate and recommend investments.
- Perform in-depth manager and fund reviews, including base-case and downside analysis.
- Monitor portfolios and research emerging issues or risks among managers and funds.
- Develop and manage an investment pipeline, handling inquiries and independently sourcing opportunities in the marketplace.
- Manage relationships with current and prospective investment managers and service providers.
- Prepare materials for and participate in landscaping and pipeline meetings.
- Prepare materials and participate in reviewing legal documentation with internal and external counsel.
- Use financial and statistical models for underwriting, monitoring, and portfolio management; suggest enhancements and develop or support new models.
- Prepare reporting, forecasts, communications, and analytics, and support or lead special projects.
- Lead or contribute to innovative solutions, projects, and initiatives using complex problem-solving techniques and domain expertise.
- Potentially lead the Private Equity Deal Analyst team, manage individual associates, and support their technical, behavioral, and career development.
- Perform other duties as assigned.
Benefits
- Medical, dental, and vision coverage.
- Life insurance.
- Short- and long-term disability coverage.
- Paid time off, with newly hired associates receiving a minimum of 18 days per full calendar year, prorated quarterly based on hire date.
- Nine paid holidays.
- Eight hours of Lifetime paid time off.
- Eight 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
