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Job Description Summary

This role is responsible for management of a portion of Nationwide’s $130bn assets. This includes the development of a global market view, investment strategy development and execution, and risk management. This person plays a key role across the investment enterprise driving alignment among constituents as it relates to overall investment strategy, asset allocation, and implementation within the constraints and objectives of the various client portfolios under their purview.

Enterprise Portfolio Management (EPM) operates as part of a 200+ person investment operation managing approximately $130 billion including fixed income asset management, research, risk management, portfolio management, client advisory services and operations functions. Enterprise Portfolio Management is responsible for the development of investment strategy design and implementation across all client portfolios of Nationwide Investments and Nationwide Asset Management focusing on delivering superior results aligned with client objectives and constraints. The responsibilities include investment strategy design, asset allocation, execution, and risk management.

Job Description

Key Responsibilities:

• Responsible and accountable for the execution of the global market view, investment strategy, asset allocation, portfolio construction, and risk management for a subset of the accounts managed by Nationwide Investments and or NWAM. Accountable for day-to-day operations, portfolio data quality control, and the development of new tools to aid in portfolio management. Support the Head of EPM in developing the organization’s overall market views and investment strategy, as well as collaborating, as appropriate, across the enterprise to ensure alignment and that the best thinking of Nationwide Investments is considered in overall portfolio constructions.

• Recognized internally and externally as a senior leader on the floor, coordinating activities across the organization, mentoring junior associates, and engaging with clients as necessary.

• Communicate and collaborate across the organization, both within investments and with Nationwide clients regarding market views, understanding of portfolio exposures and the development and implementation of investment strategies. Enterprise level activities include executive management engagement and education, sharing market views and communicating portfolio updates in various forums.

• Evaluate long term macro trends and changes in the economic, regulatory, legislative, and competitive business environment that are likely to have an impact on investment recommendations and long-term portfolio strategy.

• Conduct periodic market reviews including participation in a systematic analysis of sub-markets for alternative asset classes.

• Be aware of and understand capital market issues and trends, such that analysis can be performed on a relative value basis. Support to the development of EPM’s cross market relative value thoughts and ideas (i.e., facilitate the generation of ideas across Investments).

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Head of Enterprise Portfolio Management

Typical Skills & Experiences:

Education: Undergraduate degree in business, investments or finance. An MBA and/or CFA is a plus.

Experience: 10-15 plus years of related experience in investments, with experience related to asset allocation, particularly across fixed income. Experience should include portfolio management, asset allocation, execution, and risk management. Experience developing market views and investment strategy. Experience managing large, complex, strategic accounts.

Knowledge, Abilities and Skills:

• Demonstrated ability at generating strong investment performance

• Ability to lead and actively engage in change management efforts and the ability to manage multiple, diverse priorities, resources and daily activities on a time sensitive basis

• Ability to work both individually and as part of a team

• Successful coordination across teams, leveraging diversity of thought and ideas, and inspiring others

• Facilitating change while aligning performance to success

• Effective operational decision making with a continuous improvement mindset

• Self starter with proactive approach to projects and assignments

• Ability to understand and evaluate risk and return for prospective investments

• Ability to make judgments based on market knowledge

• Inquisitive nature, driven to excel in all aspects of the analytical process

• Willingness to pursue and explore ideas and potential investment opportunities, even in the face of being challenged by portfolio management and other analysts

• Excellent interpersonal and communication skills, written and verbal at all levels of the organization and with outside partners, company management, and industry professionals

• Flexible and adaptable to the multiple competing priorities throughout a work day

• Familiarity with insurance related asset management including capital requirements, taxes, and accounting for insurance entities.

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. Extended and/or not standard hours based on workload needs. International and domestic travel required.

ADA: The above statements cover what are generally believed to the principal and essential functions of this job. Specific circumstances may allow or require some associates 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.