Senior Investment Professional, Client Advisory Services

Nationwide•Columbus, OH

1d•Hybrid

About The Position

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a people leader role and will manage a team of four. The Nationwide Insurance investment organizations manage insurance company general account assets as well as non-general account assets. The Client Advisory Services – Business Partnership team is responsible for client portfolio management including: client communications, client reporting, business development, portfolio analysis, cash flow monitoring, investment solution design, advisory services, and cross-enterprise special projects. The team serves as the bridge between our investment process and portfolio managers and clients, both internal and external to Nationwide. The team works closely with other areas of the company, including Compliance, Legal, Treasury, Finance, and Controllership in support of Nationwide’s general account portfolios. The Senior Investment Professional focuses on managing relationships with our largest and most complex client portfolios.

Requirements

Bachelor’s Degree in finance or quantitative field.
8-12 years of experience in investments, accounting or finance and/or previous insurance company experience.
Exceptional analytical, critical thinking, and problem-solving capabilities
Excellent written and verbal communication skills
High energy, positive attitude, and team oriented
Composed and decisive under pressure or when challenged
Driven, self-motivated, and intellectually inquisitive
Creative, organized, responsive, and detail oriented
Applies financial knowledge and methods to address investment questions and facilitate improved decision making
High degree of logic and reasoning skills
Works autonomously with limited direction from manager
Applies financial knowledge and methods to address investment questions and facilitate improved decision making
Intermediate to advanced Excel skills; ability to manipulate and analyze large sets of data; advanced communication, writing, and PowerPoint slide development skills

Nice To Haves

Master’s Degree and/or CFA designation preferred.
Client relationship management experience in a financial services setting is preferred.

Responsibilities

Utilizes significant judgement on moderate to complex portfolio and/or client matters.
Works independently and infrequently requires guidance on more complex judgements.
Accountable for multiple processes or programs.
Has expertise in client management, communications, and organizational relationships.
Demonstrates a broad knowledge of more than one discipline as a senior individual contributor of the of the team.
Provides support and guidance to junior members of the team.
Provides strategic contributions to Enterprise Portfolio Management.
Manages day-to-day relationship and communication with clients/business partners.
Interacts with Enterprise Portfolio Management and Asset Class Managers to understand tactical and strategic objectives.
Effectively partners with other units within Investments and across the Company in support of achieving Investments and Company objectives.
Works with clients and the investment team to identify solutions/opportunities to help clients achieve objectives/goals.
Coordinates and completes monthly, quarterly, annual, and ad-hoc client reporting.
Collects data and completes surveys and questionnaire requests.
Creates high quality client presentations and delivers/presents institutional quality presentations.
Serves as moderator for client meetings.
Develops new content for reporting and presentations.
Facilitates and edits asset class presentations for client audience.
Defines and builds processes to improve efficiency of investment analysis and reporting.
Conducts analysis of positional and transactional portfolio data.
Reviews performance results and financial objectives.
Understands client-based objectives and constraints by partnering with associates across Investments.
Monitors portfolio positioning relative to client-based guidelines.
Assists portfolio managers in understanding impact of portfolio changes relative to guidelines.
Drafts portfolio commentary for client reporting.
Leads investment guideline revisions as needed and communicates changes to all affected parties.
Monitors daily cash flow forecasts to understand changes and potential issues; researches questions and issues.
Maintains registered investment adviser books and records.
Supports other projects and activities as needed to meet department objectives.
Problem solves complex matters and evaluates new requirements independently
Mentors more junior members of the team
May perform other responsibilities as assigned.