Job Details
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you!
Compensation Grade: H4 Payband
Job Description Summary
Are you intrigued by every aspect of the investment business from long only strategies to alternative investment types? Has your education, skills and professional experience prepared you to oversee all the essential work that delivers high quality investment services and substantial returns? If you are passionate about putting your higher-level thinking to work in investment management, we d like to know more about you!
In Nationwide s Investment Management Group (IMG), we ve earned a great reputation in the industry and we value team members who love this business and want to learn, grow and advance in the profession.
As a Senior Investment Analyst, you'll be responsible for providing recommendations for sub-advisor selection and for making overweight/underweight recommendations for asset allocation models. As primary coverage for these sub-advisor relationships, responsibilities will include initial due diligence, daily oversight and monitoring, deselection, transition management and collaboration with other parties.
Job Description
Key Responsibilities:
Leads development efforts of technical criteria for selection and monitoring of investment managers to be used as sub-advisors of Nationwide Financial Group (NFG) products and/or third-party funds included in Nationwide Financial (NF) products.Serves as the top subject matter authority in the analysis of mutual funds and other investment products. Recommends addition of new funds/managers. Monitors existing funds/managers for satisfactory performance.Reviews investment performance reports, securities holdings, contribution and attribution reports to assess portfolio performance for sub-advised and third party portfolios. Communicates findings in Investment Committee and appropriate investment venues.Utilizes market and fund performance data to provide portfolio structuring insights both externally and internally.Provides sub-advisor analysis, evaluates marketplace trends, studies competitor filings and recommends sub-advisor management and selection options for the supported group. Assures the integrity of the selection process and decisions.Performs unique market research to develop investment theses.Represents the business segment to Marketing when developing sub-advisor-related collateral.Conducts on-site investment due diligence visits, as needed.
May Perform Other Responsibilities As Assigned.
Reporting Relationships: Reports to IMG Executive Leader.
Typical Skills And Experiences
Education: Undergraduate studies in business, finance, economics, accounting or a related field. Graduate studies preferred.
License/Certification/Designation: CFA preferred.
Experience: Ten years of related experience in financial services investment management, including sub-advisor selection and administration.
Knowledge, Abilities and Skills: Authoritative knowledge of investment products and distribution strategy. Proven knowledge of performance measurement and style analysis. Understands the dynamics of selecting and managing sub-advisor relationships. Working knowledge of all vendor software used by Manager Strategies team. Demonstrated technical knowledge of investments, sub-advisor selection and industry dynamics. Relationship-building skills for use with both internal and external partners. Strong interpersonal and communication skills.
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.
Job Conditions
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Normal office environment. Extended work hours may be required based on workload. May require occasional travel.
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.
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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