More jobs:
Specialist, Business Development, Investment Management
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-01-22
Listing for:
Nationwide Mutual Insurance Company
Full Time
position Listed on 2026-01-22
Job specializations:
-
Business
Financial Analyst -
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Success in this role hinges on strong analytical acumen, particularly the ability to interpret data and identify trends using tools such as Morningstar Direct, Microsoft Excel, and Tableau. You will be responsible for managing and analyzing complex information to support strategic business planning and informed decision-making. Additionally, well-developed interpersonal skills are essential, as collaboration and effective communication across teams are critical to driving results.
This role offers broad exposure across departments and the chance to contribute to high-impact projects. If you're detail-oriented, collaborative, and thrive in a dynamic environment, we encourage you to apply.
Professional designations such as CFA, CIMA, or equivalent credentials are considered a plus. Demonstrated interest in or progress toward obtaining such credentials is also viewed favorably.
This is a hybrid role based in Columbus, OH. The team works onsite three days a week —Tuesday through Thursday.
This position will be hired on a Success Flex basis.
The hired associate must reside within 35 miles of the following location:
Columbus:
One Nationwide Plaza, Columbus OH, 43215
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.#LI-SS1
** Job Description Summary
** In Nationwide’s Investment Management Group (IMG), we’ve earned a great reputation in the industry, and we value team members who love this business and want to learn, grow and advance in the profession.
As a Specialist, you'll be responsible for managing platform relationships. You'll assist with developing reports on business line activities and partner with the designated business units to represent NFG and NIA products.
****** Job Description
*******
* Key Responsibilities:
*** Supports selected business segments within Nationwide Financial, providing investment research and analysis.
* Designs and coordinates plan investments per the menus of NIA and NFG.
* Coordinates and communicates portfolio construction and implementation process to plan sponsor decision makers.
* Performs current plan analysis, reporting, communication, negotiation and problem solving for the plan sponsor and the Nationwide Financial constituencies. Partners closely with Manager Strategies, Product Management and Asset Strategies teams to determine the best managers and asset mix for each business line "case" presented.
* Provides recommendations on investment options that support the investment strategies.
* Works to become integrated part of the internal business unit team and product decision-making process.
* Assists in new product development that includes investments within variable insurance products as well as stand-alone investments (e.g. retail mutual funds, separate accounts, etc.).
* Collaborates with Marketing departments of IMG and internal business units to position IMG products for success.
* Supports sales associates with presentations and data communicating benefits of fund options and selection/monitoring process.
May perform other responsibilities as assigned.
** Reporting Relationships:
** Reports to IMG Account Management leader.
** Typical Skills and Experiences:
***
* Education:
** Undergraduate studies in business, finance, economics, accounting or a related field. Graduate studies preferred.
** License/Certification/Designation:
** CFA/CFP certification preferred.
*
* Experience:
** Five years of related experience in financial services investment management.
** Knowledge, Abilities and
Skills:
** Strong interpersonal and communication skills. Ability to build and maintain strong working relationships with business unit and client. Ability to lead multiple tasks and projects.…
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