Senior Investment Professional, Client Advisory Services
Nationwide
Ohio - Columbus, One Nationwide Plaza
Full-Time
$70
RemoteSenior
This is a people leader role and will manage a team of four.
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.
The hired associate must reside within 35 miles of the following location:
Columbus: One Nationwide Plaza, Columbus OH, 43215
Work schedule: 3 days in office, 2 days remote.
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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 portfolio management including: client communications, client reporting, business development, portfolio analysis, cash flow monitoring, investment solution design, advisory services, 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 works closely with other areas of the company, including Compliance, Legal, Treasury, Finance, and Controllership in support of Nationwide’s general account portfolios.Job Description
Key Responsibilities:
Utilizes significant judgement on moderate to complex portfolio and/or client matters. Works independently and infrequently requires guidance on more complex judgements. Accountable for multiple processes or programs. Has expertise in client management, communications, and organizational relationships.
Demonstrates a broad knowledge of more than one discipline as a senior individual contributor of the of the team. Provides support and guidance to junior members of the team. Provides strategic contributions to Enterprise Portfolio Management.
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 delivers/presents institutional quality presentations.
Serves as moderator for client meetings.
Develops new content for reporting and presentations.
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.
Problem solves complex matters and evaluates new requirements independently
Mentors more junior members of the team
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Senior Investment Professional or Investment Leader
Typical Skills and Experiences:
Education: Bachelor’s Degree in finance or quantitative field. Master’s Degree and/or CFA designation preferred.
Experience: 8-12 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:
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
Intermediate to advanced Excel skills; ability to manipulate and analyze large sets of data; advanced communication, writing, and PowerPoint slide development 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.
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.
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 : $134,000.00-$224,000.00The expected starting salary range for Senior Investment Professional : $134,000.00-$224,000.00