As a team member in the Finance 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, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.
Investment Professional – Tax Credits
The primary function of this role is toidentify, evaluate, and execute tax credit investment opportunities. This includes the underwriting and closing process, managing external relationships, and coordinating with internal teams to ensure investments are structured and executed in alignment with financial, tax, and accounting standards. A criticalcomponentof this role is the development and oversight of complex financial models that drive investment decisions and support risk assessment. The role requires detailed financial and risk analysis, with a strong emphasis on GAAP and tax accounting throughout the investment lifecycle.
Manage and oversee partner relationships with syndicators, brokers, developers, and attorneys for the tax credit platform to drive positive investment performance.
May perform other responsibilities as assigned.
Typical Skills and Experiences:
Education: Bachelor’sdegree with course work inAccountingand/orFinance. CPA designation preferred.
Experience: 5+ years of Finance/Business related experience. 2+ years of prior experience in public accounting is preferred.
Knowledge, Abilities and Skills:
Values: Regularly and consistentlydemonstratesNationwide Values.
We currentlyanticipateaccepting applications until 10/29/2025. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate isidentifiedbefore the deadline.
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.
This position will be hired on a SuccessFlex basis.
The hired associate must reside within 35 miles of the following location:
Columbus: One Nationwide Plaza, Columbus OH, 43215
Work schedule: 3 days in office, 2 days remote.
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Job Description Summary
Nationwide’s vision is to be the most trusted, most caring and most customer-focused protection company. We exist to protect people, businesses and futures with extraordinary care. The Nationwide Investments team manages approximately $130 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results.
The Investment Professional plays a key role on a team responsible for tax credit equity investments, with a specific focus on renewable energy investment tax credits. This includes relationship management, negotiating, management reporting, risk assessment and mitigation, project management, sales, sourcing, underwriting, direct or indirect management of associates, and analyzing highly detailed financial and investment information.
Job Description
Key Responsibilities:
Manage and oversee partner relationships with syndicators, brokers, developers, and attorneys for the tax credit platform to drive positive investment performance, with an emphasis on renewable energy projects.
Build, perform, and review financial and investment analysis including reports to communicate to both internal and third-party clients.
Interface with team members, management, legal, syndicators, brokers and developers in managing investments from origination, underwriting, and closing.
Perform investment site and partner office visits to understand risks and related risk mitigation strategies and manage outcomes from those visits.
Conduct research and analysis on market and industry trends, particularly in the renewable energy sector.
Responsible for continuous improvement, improving efficiencies, and process management of renewable energy investments as well as other tax credit investments.
Provide education, guidance and support to other team members with less experience where applicable.
May perform other responsibilities as assigned.
Reporting Relationships: Asset Class Senior Investment Professional
Typical Skills and Experiences:
Education: Bachelor’s degree with course work in Accounting, Finance, and/or Real Estate. Master’s Degree, CFA or CPA designation preferred.
Experience: 6 to 10 years of investment experience, with a preference for experience in renewable energy tax credits.
Knowledge, Abilities and Skills:
Self-motivated business professional with a strong attention to detail
High drive for results with the ability to exercise independent judgement
Intellectual curiosity, interest in and enthusiasm for real estate investing/renewable energy investments
Ability to understand complex investment structures
Strong computational and analytical skills
A diverse thinking, team-oriented individual
Excellent verbal and written communication skills
Creativity and critical thinking skills to handle a variety of challenges
Demonstrated ability to deliver results in a time sensitive manner
Proficiency in Excel required
Investment management, project finance, originations, financial modeling and credit analysis, and/or related business experience
Strong organizational skillsets
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. Some travel will be required.
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.
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.
