Senior Investment Professional - Capital Markets
As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, you’ll have the opportunity to lead impactful initiatives that define how Nationwide optimizes its balance sheet and funding strategies. The hired associate must reside within 35 miles of Columbus, OH (One Nationwide Plaza).
About the role
This position is a hybrid role with a work schedule of 3 days in office and 2 days remote. This role does not qualify for employer-sponsored work authorization, and Nationwide does not participate in the STEM OPT extension program.
Responsibilities
- Lead the sourcing, design, structuring, and execution of capital markets transactions, including term funding, securitizations, structured solutions, and flow agreements.
- Translate enterprise objectives, asset/liability needs, and risk appetite into actionable funding and investment strategies.
- Conduct due diligence, negotiate terms, and oversee documentation; partner with internal stakeholders to assess risk/return, liquidity, ALM, capital, and earnings impact.
- Develop strategic reviews of partnerships and actionable plans to optimize portfolios and sourcing.
- Maintain expertise in interest rate, credit, securitized, and funding markets.
- Track industry changes and competitor activity to inform strategy.
- Brief senior management on regulatory, accounting, and rating developments.
- Build playbooks for structuring best practices and governance standards.
- Implement CRM solutions and standardized KPI scorecards for sourcing partners.
- Represent Capital Markets in internal forums and with external partners.
- Prepare and deliver presentations explaining strategies, risks, and transaction economics.
- Ensure compliance with investment guidelines, risk limits, and regulatory standards.
- Work with risk and middle office partners to improve processes.
- Mentor analysts and professionals, promoting technical and soft skill development.
- Model Nationwide’s values and foster a collaborative culture.
- May perform other responsibilities as assigned.
Requirements
- Bachelor’s degree required (finance, economics, mathematics, engineering, or related field). Advanced degree (MBA or related) and/or CFA preferred.
- 10+ years in capital markets, investment banking, structured finance, or buy-side trading.
- Proven success leading complex transactions involving multiple stakeholders.
- Insurance, ALM, or balance-sheet experience preferred.
- Deep fixed-income and structured products knowledge.
- Strong analytical, negotiation, and communication skills.
- Ability to influence and collaborate cross-functionally and externally.
- High energy, ownership mindset, and resilience in dynamic markets.
- Leadership skills, competencies, and experiences may take precedence.
Skills
- Expertise in capital markets and financial transactions.
- Strategic thinking and problem-solving in high-stakes environments.
- Strong due diligence, negotiation, and documentation oversight.
- Ability to develop and implement funding and investment strategies.
- Proficiency in analyzing risk/return, liquidity, ALM, capital, and earnings impact.
- Knowledge of regulatory, accounting, and rating agency developments.
- Experience with CRM solutions and KPI scorecards.
- Mentoring and team leadership.
Benefits
- Medical, dental, and vision insurance.
- Life insurance and short/long-term disability coverage.
- Paid time off: minimum of 18 days per full calendar year (pro-rated quarterly based on hire date).
- Nine paid holidays.
- 8 hours of Lifetime paid time off and 8 hours of Unity Day paid time off.
- 401(k) with company match.
- Company-paid pension plan.
- Business casual attire.
Pay
The national salary range for this role is $153,000–$255,000. Placement within the range will be determined by skills, education, training, credentials, experience, scope, complexity, and location of the role, as well as market labor costs.
Schedule
Hybrid schedule: 3 days in office, 2 days remote. Occasional travel required.