Investment Analyst - Real Estate Tax Credits

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. 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.

Investments, Tax or Accounting experience preferred.

This is a hybrid role based out of our Columbus, OH location. The team comes into the office 3 days a week.

This is an E band investments role.

Job Description Summary

Nationwide Investments employs a research-driven, team-oriented, and results-focused investment process to manage our clients’ portfolios. Research, Trading, Portfolio Management, Risk Management, Information Technology and Client Advisory are all critical functions within the investment process. The Investment Analyst will be responsible for supporting the team in one or a more of those functions.

Job Description

Key Responsibilities :

As an Investment Analyst you will be an important part of the Investment Team closely working with various associations / senior management to support the management of Nationwide’s Investment portfolios. Responsibilities includes supporting the management of the existing portfolio, new investments, fulfilling reporting needs, data management, special projects and contributing to the investment process. As part of the Nationwide Investment Team, the individual will also have an opportunity to work across the investment floor.

Evaluate long term macro trends and changes in the economic, regulatory, legislative, and competitive business environment which are likely to have an impact on the performance of existing investments. Actively engage and debate how such changes create risks that could impact future investment strategy.

Develop an awareness and understanding of capital markets in order to assess risk adjusted returns and relative value across competing investment opportunities.

Develop an understanding of Insurance Company capital treatment and monitor regulatory changes that could impact the investment process.

Perform other responsibilities as assigned.

Reporting Relationships : Reports to Investment Professional or Senior Investment Professional.

Typical Skills and Experiences

Education : Bachelor’s degree in finance, economics, or a related field. MBA or CFA preferred.

Knowledge, Abilities and Skills :

Outstanding analytical and problem-solving abilities;

Excellent written and verbal communication skills;

Ability to establish and manage priorities, set standards, drive execution, and collaborate effectively;

Handles pressure well and capable of managing multiple tasks and projects simultaneously;

Ability to successfully coordinate and work across different groups;

Proficient in Microsoft Office applications including Excel, Word, and PowerPoint ;

Critical and creative thinker able to articulate credit opinions and views;

Self-motivated and capable of working independently

Positive, hardworking, and professional;

Highly collaborative and a team player;

Organized, detailed, and process oriented

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

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.