What are the responsibilities and job description for the Investment Professional - Client Advisory Services - Business Partnerships position at Nationwide Private Client?
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.
This is a hybrid role based out of our Columbus, OH location. The team comes into the office three days a week : Tuesday, Wednesday and Thursday.
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
This is an investments G band role.
Job Description Summary
The Nationwide Insurance investment organizations manage insurance company general account assets as well as non-general account assets. The Client Advisory Services – Business Partnership team is responsible for client engagement, client communications, client reporting, business development, portfolio analysis, cash flow monitoring, and cross-enterprise special projects. The team serves as the bridge between our investment process and portfolio managers and clients both internal and external to Nationwide. The team also works closely with other areas of the company, including Compliance, Legal, Treasury, Finance, and Controllership in support of Nationwide’s general account portfolios.
The Investment Professional focuses on client management and reporting of investment portfolios to support management of portfolios and communication of results to clients.
Job Description
Key Responsibilities :
Works independently and requires guidance on more complex judgements at times. Has an advanced understanding of portfolios, processes, and relationships. Assigned to moderately complex accounts.
Manages day-to-day relationship and communication with clients / business partners.
Interacts with Enterprise Portfolio Management and Asset Class Managers to understand tactical and strategic objectives.
Effectively partners with other units within Investments and across the Company in support of achieving Investments and Company objectives.
Works with clients and the investment team to identify solutions / opportunities to help clients achieve objectives / goals.
Coordinates and completes monthly, quarterly, annual, and ad-hoc client reporting.
Collects data and completes surveys and questionnaire requests.
Creates high quality client presentations and may at times be the presenter.
Serves as moderator for client meetings.
Facilitates and edits asset class presentations for client audience.
Defines and builds processes to improve efficiency of investment analysis and reporting.
Conducts analysis of positional and transactional portfolio data.
Reviews performance results and financial objectives.
Understands client-based objectives and constraints by partnering with associates across Investments.
Monitors portfolio positioning relative to client-based guidelines.
Assists portfolio managers in understanding impact of portfolio changes relative to guidelines.
Drafts portfolio commentary for client reporting.
Leads investment guideline revisions as needed and communicates changes to all affected parties.
Monitors daily cash flow forecasts to understand changes and potential issues; researches questions and issues.
Maintains registered investment adviser books and records.
Supports other projects and activities as needed to meet department objectives.
May mentor more junior members of the team
May perform other responsibilities as assigned.
Reporting Relationships : Reports to Senior Investment Professional
Typical Skills and Experiences :
Education : Bachelor’s Degree in finance or quantitative field. Master’s Degree and / or CFA designation preferred.
Experience : 6-8 years of experience in investments, accounting or finance and / or previous insurance company experience. Client relationship management experience in a financial services setting is preferred.
Knowledge, Abilities and Skills :
Analytical and problem-solving skills.
Exceptional analytical, critical thinking, and problem-solving capabilities
Excellent written and verbal communication skills
High energy, positive attitude, and team oriented
Composed and decisive under pressure or when challenged
Driven, self-motivated, and intellectually inquisitive
Creative, organized, responsive, and detail oriented
Applies financial knowledge and methods to address investment questions and facilitate improved decision making
High degree of logic and reasoning skills
Works autonomously with limited direction from manager
Applies financial knowledge and methods to address investment questions and facilitate improved decision making
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.
