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Senior Investment Professional, Private Equity

$153k - $255k

CFA Institute

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.

The hired associate must reside within 35 miles of the following location:

Columbus: One Nationwide Plaza, Columbus OH, 43215

Work schedule: 3 days in office, 2 days remote.

This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

Job Description Summary

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.

Key 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.

Reporting Relationships

Reports to Appropriate Group Head in Alternatives

Typical Skills and Experiences

Education

Bachelor's Degree; MBA or CFA preferred

Experience

Eight to twelve years of related investment experience

Knowledge, Abilities and Skills

  • 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 Python, R, Tableau, or similar is a plus
  • Experience with Bloomberg, Private I, CEPRES, eVestment Alliance, or other similar tools
  • Experience with Alternative Investments, specifically Private Equity

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner.

Values

Regularly and consistently demonstrates Nationwide Values.

Job Conditions

Overtime Eligibility

Not Eligible (Exempt)

Working Conditions

Normal office environment. Some travel may be required.

ADA

The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Credit Check

Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

Benefits

We have an array of benefits to fit your needs, including: 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, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

NOTE TO EMPLOYMENT AGENCIES

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Salary

  • The national salary range for Senior Investment Professional : $153,000.00-$255,000.00
  • The expected starting salary range for Senior Investment Professional : $153,000.00-$255,000.00
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