Senior Investment Professional

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.

The Senior Investment Professional – Municipal Credit research role will report directly to the Co-Lead of Investment Grade Corporate and Municipal Credit Research. As a Senior Investment Professional on the Municipal Credit Research team you will be responsible for covering assigned sectors and individual credits within the Investment Grade municipal bond market. The role will involve working with Portfolio Managers and Traders to identify, analyze and recommend municipal securities for Nationwide Investments clients’ portfolios, as well as providing regular surveillance on those securities. Responsibilities will also include work on various ad hoc projects and interfacing with professionals in other groups within Nationwide Investments.

Experience with CreditScope, while not required, is a plus.

This position will be hired on a SuccessFlex basis.

The hired associate must reside within 35 miles of the following location:

Columbus: Three Nationwide Plaza, Columbus OH, 43215

Work schedule: 3 days in office, 2 days remote.

Minimal travel for two annual conferences.

This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

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Job Description Summary

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 a Senior Investment Professional on our Investment Grade Credit Research team, you will be responsible for identifying, analyzing, and recommending investments within the Investment Grade bond and Leveraged Loan markets. As a senior leader, responsibilities will include contributing to the evolution of our investment process, demonstrating superior investment acumen, providing insights into the broader Public Corporate investment strategy, and may include people leader responsibilities.

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.
(May be an individual contributor recognized at the highest level of technical expertise)

Job Description

Key Responsibilities:

• Independently completes research and analysis of the most complex issuers and is a leader in the development the team's overall investment strategy.

• Contributes to enhancement of the team's investment processes and standards with a focus on optimizing performance relative to clients' investment objectives; this may include mentoring and development of less experienced associates.

• Identifies innovative solutions and makes decisions that directly impacts investment performance and the decision-making process.

• 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 perform other responsibilities as assigned. 

Reporting Relationships:  Reports to Head of Investments Fixed Income. May lead a team of Investment Analysts/Professionals.

Typical Skills and Experiences:

Education:  Bachelor’s Degree; MBA, MS or MA in business administration, economics, finance, or CFA preferred.

Experience:  8 to 12 years of related investment experience.

Knowledge, Abilities and Skills: 

• Conversant in major fixed income and equity valuation methodologies

• Considered an expert Investment Grade Credit Researcher

• 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.

• Analytical and problem-solving capabilities

• Strong written and verbal communication skills

• Well-developed negotiating skills

• Positive, hardworking, pro-active, and professional

• Highly collaborative and team oriented

• Critical and creative thinker willing to express opinions and views

• Decisive with strong judgment

• Capable of working independently

• Responsive, reliable, and timely

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

• Ability to successfully coordinate and work across multiple groups

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.

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.