Investment Management Growth Specialist

NBMBAA; Columbus (OH); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Life insurance

Short and long-term disability

Paid time off with 18 days minimum per

Nine paid holidays and Unity Day paid

401(k) with company match

Company-paid pension plan

Business casual attire

Job summary

Nationwide Financial is seeking a Specialist to manage platform relationships within the Investment Management Group (IMG). You will develop reports on business line activities and partner with business units to represent NFG and NIA products.

This role requires strong analytical abilities, experience in investment research, and the ability to translate complex data into actionable insights while collaborating across teams to drive strategic initiatives.

Qualifications

• Education: Undergraduate studies in business, finance, economics, accounting or a related field. Graduate studies preferred.
• License/Certification/Designation: CFA/CFP certification preferred.
• Experience: Five years of related experience in financial services investment management.

Responsibilities

• Analyze and interpret complex data using Morningstar Direct, Excel, and Tableau.
• Identify trends and provide actionable insights to support strategic planning and decision-making.
• Collaborate cross-functionally to support high-impact projects and initiatives.
• Communicate effectively with stakeholders to ensure alignment and drive results.
• Supports selected business segments within Nationwide Financial, providing investment research and analysis.
• Designs and coordinates plan investments per the menus of NIA and NFG.
• Coordinates and communicates portfolio construction and implementation process to plan sponsor decision makers.
• Performs current plan analysis, reporting, communication, negotiation and problem solving for the plan sponsor and the Nationwide Financial constituencies.

Skills

Strong analytical skills

Communication skills

Interpersonal skills

Education

Bachelor's degree in business/finance/economics/accounting

Graduate studies preferred

Tools

Morningstar Direct

Microsoft Excel

Tableau

Job description

Nationwide Financial is seeking a Specialist to manage platform relationships within the Investment Management Group (IMG). You will develop reports on business line activities and partner with business units to represent NFG and NIA products.

This role requires strong analytical abilities, experience in investment research, and the ability to translate complex data into actionable insights while collaborating across teams to drive strategic initiatives.