Nationwide Insurance

Senior Investment Analyst, Private Debt

Nationwide Insurance$106K — $177K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; MBA and CFA preferred.
  • 4-7 years of investment experience, particularly in fixed income.
  • Strong analytical and critical thinking skills.
  • Proficient in Excel and fixed income analytics applications.
  • Ability to communicate effectively in writing and verbally.

Responsibilities

  • Assist in underwriting new investment funds and co-investments.
  • Monitor existing funds and SMA exposures as part of a team.
  • Support the negotiation of investment terms and legal documentation.
  • Analyze geopolitical impacts on the investment portfolio.
  • Develop investment theses for presentation to the investment committee.
  • Create and streamline reporting for portfolio management.
  • Collaborate with departments on sector analysis and portfolio management.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability coverage.
  • Paid time off starting at 18 days per year.
  • 401(k) with company match and a pension plan.
  • Business casual attire and paid holidays.
Full Job Description
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. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-SS1 Job Description Summary Nationwide's vision is to be the most trusted, most caring and most customer-focused protection company. We exist to protect people, businesses and futures with extraordinary care. The Nationwide Investments team manages approximately $160 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results. The Private Debt Senior Investment Analyst role is responsible for supporting the management of Nationwide's Private Debt portfolio which includes credit funds, separately managed accounts ("SMAs") and co-investments. Responsibilities include supporting the following: new investment underwritings, management of the existing portfolio, the development of a new investment pipeline, fulfilling reporting needs, and special projects. As part of the Nationwide Corporate Credit Team, this individual will also have an opportunity to work across other fixed income asset classes including leveraged finance and investment grade corporate credit. Job Description Key Responsibilities:
  • Working under direct supervision to assist in the underwriting of new funds and co-investments, monitoring existing book of fund/SMAs exposure and co-investments as part of a collaborative team
  • Provide input into the analysis of existing portfolio of funds, SMAs and co-investment exposure
  • Assist with the review of structure and negotiation of terms
  • Assist with completion of legal documentation with internal and external legal counsel
  • Support the analysis of geopolitical impacts
  • Take an active role in the development of investment theses materials for investment committee presentation
  • Assist with the ongoing monitoring of the securities portfolio
  • Review credit and sector fundamentals
  • Assist with the early identification of emerging issues or risks
  • Collaborate with other departments regarding relative value, sector analysis, asset class dynamics and portfolio construction
  • Develop and maintain relationships with external business partners for deal flow and market color
  • Create streamlined reporting and produce portfolio reports as needed
  • Assist with data management and maintenance
May perform other responsibilities as assigned Reporting Relationships: Asset Class Senior Investment Professional Typical Skills and Experiences: Education: Bachelor's degree with MBA preferable. Chartered Financial Analyst desired. Experience: 4 to 7 years of related investment experience. Knowledge, Abilities and Skills:
  • Solid understanding of fixed income and financial concepts
  • Understanding of economics and capital markets
  • Exceptional analytical, critical thinking, and problem-solving capabilities
  • High energy, positive attitude, collaborative and team oriented
  • Composed and decisive under pressure or when challenged
  • Driven, self-motivated, and intellectually inquisitive
  • Creative, organized, responsive, and detail oriented
  • Excellent written and verbal communication skills
  • Able to build constructive and effective relationships
  • Intermediate to advanced skills with Excel and other Office applications
  • General understanding of technology including databases and other data analysis applications
  • Proficiency with fixed income analytics applications
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 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 Analyst - 111951 : $106,500.00-$177,500.00 The expected starting salary range for Senior Investment Analyst - 111951 : $106,500.00-$177,500.00

About Nationwide Insurance

Nationwide Mutual Insurance Company & Affiliated Companies is a group of large U.S. insurance and financial services companies based in Columbus, Ohio. Nationwide has grown from a small mutual auto insurer owned by policyholders to one of the largest insurance and financial services companies in the world, with more than $158 billion in statutory assets.

Nationwide Insurance Careers

Join the Nationwide Insurance team today and be part of a company that values innovation, leadership, and diversity. As one of the leading insurance and financial services providers, Nationwide offers unparalleled job opportunities that foster professional growth and development. Work You’ll Do At Nationwide Insurance, you’ll contribute to projects that impact lives and help communities thrive. You’ll work alongside a team of experts dedicated to upholding the highest standards in insurance and financial services. Our culture is built on a foundation of respect and integrity, driving us to achieve excellence in everything we do. Nationwide Insurance is not just about insurance; it’s about fostering an environment of continuous growth and innovation. With a variety of career paths available, from customer service to claims management, each position offers the chance to make a significant impact. Join Our Market-Leading Team Nationwide Insurance is home to some of the most dedicated professionals in the industry. Our team benefits from leadership that is committed to personal and professional development, ensuring that every employee has the opportunity for career advancement and skill enhancement. Innovate with Us Embrace the opportunity to work on groundbreaking projects that set industry standards. Nationwide’s commitment to innovation means constantly seeking out new ways to improve our services and processes, benefiting both our customers and our team members. Internship and Employment Opportunities Start your career with Nationwide Insurance through our internship programs or dive straight into a fulfilling career with vast employment opportunities. We are looking for passionate, curious, and driven individuals ready to make a difference in the insurance industry. Diversity and Inclusion At Nationwide, diversity and inclusion are more than just words—they are principles guiding how we build our teams, cultivate leaders, and create a company that’s the right fit for every person inside of it. We offer diversity training and resources that promote an inclusive workplace. Benefits and Culture Nationwide Insurance is committed to supporting our team members’ well-being both inside and outside of work. Our benefits package includes comprehensive health care, retirement plans, and generous paid time off. More than just benefits, our company culture encourages networking, mentorship, and community involvement. Career Development Invest in your future with Nationwide Insurance’s career development programs. From resume and interview workshops to advanced leadership training, we provide the tools to help you succeed and advance within the company. Stay Connected Join Our Team Explore the various positions available at Nationwide Insurance that match your skills and interests. We are continuously hiring and looking for new talent to join our professional network. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights—all from the people who work at Nationwide Insurance. Job Alert Emails Customize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the exciting and rewarding career opportunities that await at Nationwide Insurance. Join Nationwide Insurance today and be part of a team that is dedicated to making a difference in the lives of our customers and communities.
Learn more about Nationwide Insurance
Size
28,000 employees
Industry
Founded
1925

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