Specialist, Investment Writer – Investment Management

Compensation Grade F3

This position could be a fully remote position for the right candidate.

Job Description Summary

Are you intrigued by every aspect of the investment business – from mutual funds to securities lending to the markets and beyond? Has your education, skills and professional experience prepared you to coordinate all the essential work that delivers high quality investment services and substantial returns? If you are passionate about putting your higher-level thinking to work in fund management, we’d like to know more about you!

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 an Investment Writer, you will work closely with IMG’s investment professionals to communicate their latest investment insights into meaningful, appealing and engaging written communications. You will be responsible for producing both short-form, news cycle driven content, as well as deeper, longer-form pieces based on our Investment team’s in-depth research. You’ll create content that is accurate, comprehensive and well-written in order to help IMG reach our goal of driving engagement and sales across all of Nationwide Financials’ distribution channels.

Job Description

Key Responsibilities:  

• Works cross-functionally with other teams (including Marketing and Media relations) to amplify IMG publications in the support and development of integrated marketing strategies and projects in accordance with agreed business and marketing plans

• Writes and oversees the creation of investment content and production of high-profile deliverables (e.g., thematic papers, market commentaries, social media and special projects) for scheduled and periodic internal and external media.

• Stays current on industry and regulatory trends and pitches timely article ideas based on relevant news and topical investment ideas to be used across media platforms.

• Conducts meetings/interviews with portfolio managers and senior management for new content and white papers.

• Develops performance commentaries leveraging investment team and individual research, attribution reports and other data analytics.

• Attends investment meetings with portfolio managers and research analysts to build knowledge of underlying investment strategies and learn the “voice of the PM” to effectively develop communications.

• Partners with senior leadership of investment team to create presentations and meaningful communications with Mutual Fund Board of Trustees and other Distribution channels to communicate investment story. 

May perform other responsibilities as assigned.

Reporting Relationships:  Reports to Sr. Consultant and does not have direct reports. 

Typical Skills and Experiences:  

Education: Bachelor’s degree, preferably with a major in English, Communications, Economics or similar discipline.  MBA or other advanced degree preferred.

Experience:  6 years of experience in the Financial Media and/or Financial Services industry in asset management/wealth management.

Knowledge, Abilities and Skills:  Knowledge of macroeconomics and financial markets is essential, along with the ability to create visual presentations working directly with raw data. Effective interpersonal skills, proficiency at prioritization, proven experience with simultaneously managing multiple tasks, and the ability to operate under scheduled deadlines. Proficiency interpreting statistical and financial information; strong ability to translate data to support written statements. Excellent research and analytical skills, including ability to perform mathematical calculations or analyses and accurately proofread documents. Works autonomously, with limited general direction/supervision; work is reviewed for accuracy and reflection of investment team views. Experience working with cross-functional and multi-channel teams (e.g., Portfolio Management, Marketing, Legal, Compliance). Superb writing and editing abilities, and excellent interviewing skills. 

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. 
 
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.