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Senior Investment Analyst - Enterprise Portfolio Management Data and Analytics

Remote, USA Full-time Posted 2025-11-24
About the position 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 position will be focused on enhancing data and analytical capabilities within the Enterprise Portfolio Management Team. Projects may include dashboard construction, process enhancement and automation, development and support of statistical models incorporating financial market and economic data. This role will be a key connection between enterprise portfolio management and Investments' Advanced Analytics initiatives as well as other data focused projects within the organization. Responsibilities • Works independently and has limited oversight. Has an experienced understanding of relative value, interest rate risk management, asset allocation and performance and attribution. • Provides input into the development of cross market relative value, duration and curve positioning and overall asset allocation decisions to achieve multiple client objectives and outperform benchmarks and peers. • Gathers, analyzes, monitors, and disseminates quantitative and qualitative data about the macroeconomic and market trends as well as the various asset classes, including government securities, spread product, equities, currencies, and alternatives. • Develops and maintains financial models to provide critical signals and insights in rates, bonds and equities in both domestic and international markets. • Monitor general account portfolio performance, cashflows and asset allocation, providing analytical and administrative support to portfolio managers. • Monitor policy limits, risk guidelines and tracks supportable rates. • Develops and maintains relationships with internal business partners to help ensure effective development, communication and execution of investment strategy. • May communicate investment strategy with internal business partners. • Prepares materials and reporting to facilitate communication of investment strategy. Requirements • Undergraduate degree. MBA, MS or MA in business administration, economics, finance, or CFA preferred. • 4 to 7 years of investment experience. • Demonstrates presence with excellent verbal and written communication skills. • Must be particularly well-organized, responsible, capable of delivering requests on time, and able to multi-task. • Results driven, self-motivated, and intellectually inquisitive. • Positive, hardworking, pro-active, and professional. • Highly collaborative and team oriented. • Critical and creative thinker willing to express opinions and views. • Strong analytical and problem-solving skills. • Capable of working independently and uses some judgement with oversight required for overall task. • Experienced understanding of asset liability management concepts, asset allocation, interest rate risk and credit risk and liquidity. • Excellent mathematical and statistical skills with proven ability to analyze qualitative and quantitative information and external factors that may influence or have an impact on the financial markets, the economy, and the company. • Command of research skills necessary to analyze financial market and macroeconomic trends. • Strong functional capability with Microsoft Office (Excel, Word, PowerPoint), Bloomberg, thinkFolio. Benefits • 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 Apply tot his job Apply To this Job

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