Investment Professional, CML Production

National Black MBA Association; Columbus, Northern (OH, KY); Hybrid; USD 112,000 - 186,000; Full time

Benefits offered by this job

medical/dental/vision

life insurance

401(k) with company match

pension plan

paid time off and holidays

Job summary

Nationwide is seeking a Real Estate Deal Analyst - Investment Professional to source, analyze, and underwrite Commercial Mortgage loans and mezzanine/equity investments across the United States. You will prepare market reports, portfolio analyses, financial models, and investment recommendations.

Ideal candidates have 6–10 years of investment experience with a commercial real estate background, strong negotiation skills, and the ability to work with internal and external stakeholders.

Qualifications

• Real estate principles and practices, including underwriting/valuation and debt/equity structures.
• Practical understanding of market dynamics.
• Prior commercial real estate experience required.
• Strong communication and negotiation skills; ability to work independently and manage stakeholders.

Responsibilities

• Identify, underwrite, and negotiate real estate fund investments for senior management.
• Underwrite real estate deals including market and financial analysis; assess borrower and business plans.
• Support negotiation of deal terms under guidance; prepare and present investment recommendations.
• Coordinate closings with internal/external counsel and manage due diligence items.
• Develop relationships with mortgage correspondents, brokers, fund managers, sponsors/borrowers.
• Data entry, file management, and post-closing follow-up.
• Collaborate with Real Estate Investment Research, Portfolio Managers, Risk, and Legal teams.
• Assist in portfolio surveillance and risk mitigation initiatives.

Skills

Real estate underwriting

Market dynamics understanding

Communication and negotiation

Independent work

Education

Undergraduate degree in business/finance/real estate

Job description

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: 2 days in office, 3 days remote.

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

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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 asset management team is responsible for managing and monitoring a multi-billion-dollar loan portfolio secured by real estate properties located across the United States. To be successful in the role, excellent analytical, problem-solving, communication, collaboration, and negotiation skills are required. Desired experience includes a commercial real estate background with an emphasis in the interpretation of loan documents, analysis of operating statements, and the ability to prioritize assignments in an effective manner to support both internal and external stakeholders/customers.

Nationwide is actively making investments with well-established, institutional managers who have proven track records of delivering target returns through market cycles and have demonstrated expertise in the particular strategies that that they are executing.

The Real Estate Deal Analyst - Investment Professional position is primarily responsible for sourcing, analyzing, and underwriting Commercial Mortgage loans and mezz/equity investments. Prepare various market reports, portfolio analysis, financial analysis and modeling, and investment recommendations for management evaluation, as well as portfolio surveillance and monitoring. The role is both internal and outward facing through interactions with existing relationships, building new relationships.

Job Description

Key Responsibilities:

• Identify, underwrite, and negotiate real estate fund investments for presentation to senior management.
• Underwrite the real estate deals (including property or fund analysis, market analysis, as well as financial analysis and modeling), borrower, business plan, exit strategy, etc.
• Support the negotiation of routine deal terms under the general guidance of senior staff taking into consideration concentration risk, credit parameters, and fee structure; Prepare and present investment recommendations.
• Work with internal and external legal counsel to coordinate closings (including negotiating, reviewing, and approving transaction documents and other due diligence items).
• Support the development of working relationship with mortgage correspondents, brokers, fund managers and existing and potential sponsors/borrowers to source investment opportunities.
• Data entry (spreadsheets, asset management systems, website), file management, and post-closing follow-up.
• Collaborate with Real Estate Investment Research, Real Estate Portfolio Managers, Real Estate Risk, Enterprise Portfolio Management, Investment Risk Management, and Legal Representation (internal and external).
• Assist in portfolio surveillance and portfolio monitoring activities (fund manager shadowing), including risk mitigation initiatives.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Senior Investment Professional

Typical Skills and Experiences:

Education: Undergraduate degree in business, finance and/or real estate. Graduate degree and/or CFA/CAIA designation preferred (but not required)

Experience: 6 to 10 years of investment experience.

Knowledge, Abilities and Skills:

• Real estate principles and practices, such as underwriting/valuation, various debt/equity structures and legal documentation (subscription agreements).
• Practical understanding of market dynamics.
• Candidates must have prior commercial real estate experience.
• Candidates will possess strong communication skills, can work independently, and can demonstrate the ability to assess stakeholder needs.
• Strong interpersonal and negotiation skills.
• Effective organizational and prioritization skills are needed to meet internal/external expectations.
• Strong real estate underwriting skills are preferred.
• Must be proficient with spreadsheet software and general computer software applications.
• Solid interpersonal and negotiation skills are necessary for working with loan correspondents, borrowers and internal clients.
• Diligent organizational and record keeping skills are needed for successful portfolio management and process tracking.
• High attention to detail is required.
• Must be an independent and creative thinker, a self-starter, extremely proactive and demonstrate a high ability to learn on the fly.

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

• 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

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.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Investment Professional : $112,000.00-$186,000.00The expected starting salary range for Investment Professional : $112,000.00-$186,000.00