Nationwide

2 days ago

Sr. Investment Analyst, Investment Management Group

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Support the Investment Management Group by selecting and monitoring investment managers and third-party funds. Conduct qualitative and quantitative due diligence, analyze strategies, performance, and risk processes, and provide recommendations. Continuously track performance versus benchmarks and peers, review trends and risks, and document evaluations. Use tools like Evestment, Morningstar, and Factset to perform advanced comparisons and statistical analysis in a hybrid Columbus, OH role.

Location: Columbus

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Conduct due diligence on potential subadvisors or third-party funds using qualitative and quantitative assessments.
•Analyze investment strategies, performance track records, risk management processes, and organizational structures of investment managers.
•Prepare detailed reports and recommendations for selecting subadvisors or third-party funds.
•Continuously monitor investment managers’ performance against benchmarks, peers, and predefined criteria.
•Use vendor software (Evestment, Morningstar, Factset) to conduct performance comparisons and advanced statistical analysis, and maintain thorough documentation.

Pay and Benefits

Salary: USD 58,000 - 97,000 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityPaid Leave401kPension

Key Requirements

•3+ years of related experience in Financial Services investment management.
•Undergraduate studies in business, finance, economics, accounting, or a related field.
•Knowledge of investment and finance practices, performance measurement, and style analysis.
•Ability to analyze sub-advisor data and make recommendations on quality and appropriateness.
•Verbal and written communication skills for contact with all levels of management or external entities.

Experience:Financial servicesInvestment management

Education:

Skills:Verbal communicationWritten communicationPrioritizationWorkload management

Tech Stack:EvestmentMorningstarFactset

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Nationwide

Nationwide is a mutual insurance and financial services company offering auto, home, life insurance, retirement planning, investments, and banking products for individuals and businesses across the United States.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Columbus, United States

Founded: 1926

Glassdoor: 3.6

Website LinkedIn

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Nationwide

2 days ago

Sr. Investment Analyst, Investment Management Group

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Location: Columbus

Workplace: Hybrid

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Conduct due diligence on potential subadvisors or third-party funds using qualitative and quantitative assessments.
•Analyze investment strategies, performance track records, risk management processes, and organizational structures of investment managers.
•Prepare detailed reports and recommendations for selecting subadvisors or third-party funds.
•Continuously monitor investment managers’ performance against benchmarks, peers, and predefined criteria.
•Use vendor software (Evestment, Morningstar, Factset) to conduct performance comparisons and advanced statistical analysis, and maintain thorough documentation.

Pay and Benefits

Salary: USD 58,000 - 97,000 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityPaid Leave401kPension

Key Requirements

•3+ years of related experience in Financial Services investment management.
•Undergraduate studies in business, finance, economics, accounting, or a related field.
•Knowledge of investment and finance practices, performance measurement, and style analysis.
•Ability to analyze sub-advisor data and make recommendations on quality and appropriateness.
•Verbal and written communication skills for contact with all levels of management or external entities.

Experience:Financial servicesInvestment management

Education:

Skills:Verbal communicationWritten communicationPrioritizationWorkload management

Tech Stack:EvestmentMorningstarFactset

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Nationwide

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Columbus, United States

Founded: 1926

Glassdoor: 3.6

Website LinkedIn