Nationwide IMG Sr Manager Strategist - Equities in Columbus, Ohio

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This role will report to the Sr. Consultant, Manager Strategies analysts and will provide supportfor making sub-advisor selection, monitoring, deselection and transition management decisions for Equities.

Compensation Grade - G3

JOB SUMMARY: Provides expert analysis and recommendations for sub-advisor selection, monitoring, deselection and transition management. Primary investment contact for sub-advisor relationships providing due diligence and daily oversight, support the negotiations with the AVP, Manager Strategies and with collaboration with CIO, Legal and Compliance the sub-advisor fees, transition manager selection, monitoring, etc.

Job Description

RELATIONSHIP: Reports to AVP, Manager Strategies


  1. Uses expert understanding of technical criteria for selection and monitoring of sub-advisors of NFG products and/or third party funds included in Nationwide Financial products.

  2. Serves as a subject matter expert in conducting expert analysis of mutual funds and other investment products. Recommends addition of new funds/managers. Monitors existing funds/managers for satisfactory performance.

  3. Reviews investment performance reports, securities holdings and other information received or requested on specific investment portfolios.

  4. Uses data acquired from studies of investment market and strong knowledge of the relationship between various types of investments to provide consultation around portfolio structuring.

  5. Makes strong recommendations, based on investment experience and market knowledge, for the selection of sub-advisors. Maintains and updates sub-advisor selection strategies when necessary.

  6. Provides sub-advisor analysis, evaluates marketplace trends, studies competitor filings, and recommends sub advisor management & selection options for the supported group. Ensure that the selection process and decisions investment options are consistent with the strategies of the Manager Strategies group.

  7. Reviews industry trends to identify and monitor top investment managers to determine their potential effectiveness within IMG.

  8. Leads the transition management and deselection process for underperforming sub-advisors based on analysis results.

  9. Serves as a subject matter expert in assisting with new product development.

  10. Conducts on-site investment due diligence with IMG sub-advisors.

  11. Performs other duties as assigned.


Education: Undergraduate studies in business, finance, economics, accounting or a related field. Graduate studies preferred.

License/Certifications: CFA / CFP certification preferred.

Experience: 8 years related experience in Financial Services investment management, including sub-advisor selection & administration.

Knowledge: Strong knowledge of investment products, sub-advisor selection & administration, and distribution strategy. Strong knowledge of investment, performance measurement, and style analysis. Understands the dynamics of selecting and managing sub-advisor relationships. Strong working knowledge of all vendor software utilized by Manager Strategies team (Morningstar, Mobius, Zephyr, etc.).

Skills/Competencies: Demonstrated technical knowledge of investments, sub-advisor selection, and industry dynamics. Adept at building relationships both internally and externally. Strong interpersonal and communication skills.

Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.

Staffing exceptions to the above minimum job requirements must be approved by: Vice President and HR Director


Overtime Eligibility: Not Eligible (Exempt).

Working Conditions: Normal office environment. Extended work hours may be required based on workload. May require occasional travel.

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.

Job Evaluation Activity: 9/16/09 DR

Additional Job Description


Job ID: 55014