Sr. Investment Analyst, Investment Management Group

Nationwide
Columbus
Workplace: HybridFull timeUSD 58,000 - 97,000 annuallyFunction: Capital Markets, Trading & QuantSkills: ["Verbal communication","Written communication","Prioritization","Workload management"]

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.

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FursaFursa
Nationwide
Nationwide
1 month ago

Sr. Investment Analyst, Investment Management Group

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 25 days 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
Glassdoor: 3.6
WebsiteLinkedIn