As a team member in the Finance and Internal Audit 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 and so much more. Let Nationwide help create your career journey!

　　Client Portfolio Manager

　　Job Description Summary

　　The Nationwide Insurance investment organizations manage insurance company general account assets as well as non-general account assets. The Client Advisory Services – Business Partnership team is responsible for client engagement, client communications, client reporting, business development, portfolio analysis, cash flow monitoring, and cross-enterprise special projects. The team serves as the bridge between our investment process and portfolio managers and clients both internal and external to Nationwide. The team also works closely with other areas of the company, including Compliance, Legal, Treasury, Finance, and Controllership.

　　This role focuses on client management and reporting of investment portfolios to

　　support management of portfolios and communication of results to clients. Candidates should have a knowledge of investments and finance, an understanding of fixed income asset classes and the ability to easily analyze large sets of data.

　　Job Description

　　Key Responsibilities:

　　Reporting/Communication

　　Manages day-to-day relationship and communication with clients/business partners

　　Interacts with Enterprise Portfolio Management and Asset Class Managers to understand tactical and strategic objectives

　　Work with clients and the investment team to identify solutions/opportunities to help clients achieve objectives/goals

　　Coordinates and completes monthly and quarterly client reporting

　　Collects data and completes surveys and questionnaire requests

　　Creates and delivers high quality presentations to key business partners

　　Facilitates and edits asset class presentations for client audience

　　Supports other projects and activities as needed to meet department objectives

　　Analysis

　　Defines and builds processes to improve efficiency of investment analysis and reporting

　　Conducts analysis of positional and transactional portfolio data

　　Reviews performance results and financial objectives

　　Assists in the management of special programs/initiatives

　　Portfolio Support

　　Understands client-based objectives and constraints by partnering with associates across Investments

　　Monitors portfolio positioning relative to client-based guidelines

　　Assists portfolio managers in understanding impact of portfolio changes relative to guidelines

　　Drafts portfolio commentary for client reporting

　　Leads investment guideline revisions as needed and communicates changes to all affected parties

　　Monitors daily cash flow forecasts to understand changes and potential issues; researches questions and issues

　　Effectively partners with other units within Investments and across the Company in support of achieving Investments and Company objectives

　　May perform other responsibilities as assigned.

　　Reporting Relationships: Reports to Senior Investment Professional

　　Typical Skills & Experiences: 

　　Education:  Bachelor’s Degree in finance, accounting or quantitative field.  Master’s Degree and/or CFA designation a plus. 

　　Experience: 10 or more years of experience in investments, accounting or finance and/or previous insurance company experience. Client relationship management experience in a financial services setting is preferred.

　　Knowledge, Abilities and Skills: Most critical attributes are: analytical capabilities, problem solving, critical thinking and effective communication.  Nationwide Investments emphasizes a team oriented approach, which will require the associate to demonstrate these attributes on both individual and group levels.  Other attributes include:

　　Understanding of fixed income concepts and relationships

　　Exceptional analytical, critical thinking, and problem-solving capabilities

　　Intermediate to advanced Microsoft Excel skills; ability to manipulate and analyze large sets of data

　　Excellent written and verbal communication skills

　　High degree of logic and reasoning skills

　　High energy, positive attitude, and team oriented

　　Composed and decisive under pressure or when challenged

　　Works autonomously with limited direction from manager

　　Driven, self-motivated, and intellectually inquisitive

　　Creative, organized, responsive, and detail oriented

　　Applies financial knowledge and methods to address investment questions and facilitate improved decision making 

　　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 with little to no travel; remote eligible

　　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.

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