Investment Professional - Corporate Research Analyst

CFA Institute; Columbus (OH); Hybrid; USD 119,000 - 199,000; Full time

Benefits offered by this job

Medical/Dental/Vision

9 paid holidays

401(k) with company match

Company-paid pension

PTO 18 days

Job summary

Nationwide, a Fortune 100 company, seeks an Investment Professional to research and analyze investments in the Investment Grade bond market. You will support investment decisions, develop strategies, and communicate findings. Strong Excel and Bloomberg skills, plus leadership potential, are essential.

Ideal candidates have 6–10 years of experience, a Bachelor's degree, and preferably an MBA or CFA. Hybrid role with in-office Columbus presence and some travel, reporting to Senior Investment

Qualifications

• Bachelor's Degree required; MBA or CFA preferred.
• 6–10 years of related investment experience.

Responsibilities

• Performs research and analysis to support investment decisions and strategy.
• Cover investments with high complexity and understand credit markets deeply.
• Identify risk/return drivers; build forward-looking scenarios and value analyses.
• Communicate analyses and theses via written reports, presentations, and meetings.
• Evaluate market and regulatory changes affecting fundamentals and portfolios.
• Build relationships with internal/external partners to enable investment opportunities.

Skills

Excel proficiency

Bloomberg experience

Leadership potential

Credit research

Written and verbal communication

Analytical thinking

Independent work ability

Education

Bachelor's Degree

MBA

CFA

Tools

Bloomberg Terminal

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: 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.

Nationwide Investments employs a research-driven, team-oriented, and results-focused investment process to manage our clients' portfolios. Credit Research is one of three critical functions in the investment process, along with Portfolio Management and Trading. As an Investment Professional on our Investment Grade Credit Research team, you will be responsible for identifying, analyzing, and recommending investments within the Investment Grade bond market. Investment Professionals also have responsibility for driving and monitoring investment strategies in their assigned sectors and have a clear understanding of the broader investment markets.

As a potential people leader, you may 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.

Job Description

Key Responsibilities

• Performs research and analysis in support of the team's investment decision-making process. An Investment Professional demonstrates the ability to work without direct supervision on day-to-day tasks and contributes to the development of the investment strategy within assigned sectors.
• Demonstrates an ability to cover investments with a higher level of complexity that require an advanced level of understanding of the credit markets.
• Identifies innovative solutions and/or make decisions that impact the function or investment portfolio in support of the team's investment decision-making process. Requires guidance on more complex judgements.
• Identifies risk and return drivers, develops and models forward-looking scenarios, analyzes relative value, and provides investment recommendations for positioning within assigned sectors.
• Communicates analysis and investment theses through use of written reports, presentations, conversations, and market meetings.
• Evaluates changes in the economic, regulatory, legislative, and competitive business environments that impact investment fundamentals, valuations, and positioning within client portfolios.
• Builds relationships with internal and external partners to facilitate the analysis of investment opportunities.
• Collaborates successfully with other Nationwide Investment groups to advance our clients' best interests.
• May be a people leader within the asset class.

May perform other responsibilities as assigned.

Reporting Relationships

Reports to Senior Investment Professional. May lead a small team of Investment Analysts.

Typical Skills and Experiences

Education

Bachelor's Degree; MBA or CFA preferred

Experience

6 to 10 years of related investment experience.

Knowledge, Abilities and Skills

• Proficient in Excel; prior Bloomberg experience is a plus
• Leadership potential or currently capable of being a team leader
• Advanced understanding of Credit Research tools and processes
• Demonstrates presence with excellent verbal and written communication
• Organized, detailed, and process oriented
• Results driven, self-motivated, and intellectually inquisitive
• Strong written and verbal communication skillsAnalytical and problem-solving capabilities
• Positive, hardworking, pro-active, and professional
• Highly collaborative and team oriented
• Critical and creative thinker willing to express opinions and views
• Ability to lead projects and create solutions using complex problem-solving techniques
• Decisive with excellent judgment with leader guidance on more complex judgements
• Capable of working independently

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.

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.

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 : $119,000.00-$199,000.00

The expected starting salary range for Investment Professional : $119,000.00-$199,000.00