Senior Investment Professional, Private Equity

National Black MBA Association; Columbus (OH); On-site; USD 153,000 - 255,000; Full time

Benefits offered by this job

Health insurance

Pension plan

401(k) with company match

Paid time off

Job summary

Nationwide Investments is seeking a Senior Investment Professional - Private Equity Deal Analyst to support private equity investments across the portfolio. You will source and underwrite opportunities, monitor portfolios, forecast results, and develop analytic models.

Leadership responsibilities may include guiding associates and collaborating with the Alternatives and Liquid Alternatives teams. Ideal candidates hold a Bachelor's degree with MBA or CFA preferred and bring 8–12 years of related

Qualifications

• Bachelor's Degree; MBA or CFA preferred
• Eight to twelve years of related investment experience
• Possess broad knowledge of multiple sectors of Private Equity
• Strong managerial abilities and leadership qualities
• Experience with Alternative Investments, specifically Private Equity

Responsibilities

• Covers mid-large, moderately complex accounts with significant judgement.
• Evaluates and recommends investment opportunities.
• Performs in-depth manager/fund reviews with base case and downside analysis.
• Uses financial and statistical models to drive underwriting and portfolio management.
• Develops an investment pipeline handling inquiries and sourcing opportunities.
• Manages relationships with investment managers and service providers.
• Leads and may manage the Private Equity Deal Analyst team.

Skills

Private Equity

Investment Analysis

Financial Modeling

Portfolio Monitoring

Leadership

Communication

Education

Bachelor's Degree

MBA or CFA preferred

Tools

Excel

Python

R

Tableau

Bloomberg

CEPRES

Job description

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.

Job Description

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:

Bachelor's Degree; MBA or CFA preferred

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.

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