Columbus Metro, Ohio, USA
8 days ago
Senior Investment Analyst - Commercial Mortgage Asset Management
As a team member in the Finance and Internal Audit 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 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.

This Columbus based hybrid position is an Investments F band role. Candidates must have prior commercial real estate experience.

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 Senior Investment Analyst role is a key member of the asset management team responsible for managing and monitoring a multi-billion-dollar loan portfolio secured by real estate properties located across the United States. Having a commercial real estate background the role will interpret loan documents, analyze operating statements, and prioritize assignments to support both internal and external stakeholders/customers.

Job Description

Key Responsibilities:   

Has an experienced understanding of asset class, works independently and has limited oversight.

Provides analysis, evaluation and recommends of actions to be taken in response to requests for consent/approval or loan modifications from borrowers in connection with commercial mortgage loans held in the Nationwide general account or managed on behalf of third-party participants.

Review and interpretation of loan terms and ancillary provisions set forth in loan agreements for such commercial mortgage loans.

Financial statement analysis for borrower entities and collateral property that secure the commercial mortgage loans, as well as, review of annual property inspections.

Develop, foster and maintain positive relationships with loan correspondents and other external customers. Communicate pertinent information regarding the status of borrower requests, expected completion timelines, and required approvals (process and procedure transparency).

Collaborate and partner with the Real Estate Portfolio Managers and Legal teams on related functions for the commercial mortgage loan portfolio with focus on maturing loans, rate resets, risk mitigation, default resolution, and other transactional business such as loan assumptions, modifications, or other requests.

Collaborate and partner with the CML Due Diligence, Closing and Legal teams to draft post-closing checklists and language for asset management responsibilities, including gaining working knowledge of negotiated changes to standard loan agreement provisions.

Responsible for inputs (data integrity) of loan information into Nationwide’s loan management system (LMS) and other downstream database or website-related systems.

Reporting Relationships:  Real Estate Asset Management Senior Investment Professional

Typical Skills and Experiences:   

Education:  Bachelor’s degree in real estate, finance, business, or related field

Experience:  2 to 5 years of related experience.   

Knowledge, Abilities and Skills:   

Excellent analytical and problem-solving skills

Effective communication, collaboration, and negotiation skills

Commercial real estate background with an emphasis in the interpretation of loan documents, analysis of operating statements

Ability to prioritize assignments in an effective manner

Working knowledge of real estate fundamentals and the legal interpretation of loan documents preferred

Proficiency in Microsoft Office (Excel, PowerPoint, Word) is desired.

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 may 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. 

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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.


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