Investment Professional, Tax Credits

As a Finance team member at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, you will find vast opportunities to grow your career. Nationwide is dedicated to putting our customers at the center of everything we do, and we are seeking associates who share a passion for delivering exceptional care. The successful candidate must reside within 35 miles of Columbus, OH, at One Nationwide Plaza, Columbus, OH 43215. Work arrangement: three days in the office and two days remote. This role does not qualify for employer sponsored work authorization, and Nationwide does not participate in the STEM OPT extension program.

Job Description Summary

Nationwide’s aim is to be the most trusted, most caring, and most customer-focused protection company. We are dedicated to safeguarding people, businesses, and futures with outstanding care. The Nationwide Investments team oversees roughly $130 billion in assets and seeks to blend client focus, disciplined investing, and collaborative teamwork to deliver superior results. The primary function of this role is to identify, evaluate, and execute tax credit investment opportunities. This includes underwriting and closing activities, managing external relationships, and coordinating with internal teams to ensure investments are structured and executed in alignment with financial, tax, and accounting standards. A core component of the role is the development and oversight of complex financial models that drive investment decisions and support risk assessment, with a strong emphasis on GAAP and tax accounting throughout the investment lifecycle.

Key Responsibilities

• Develop and maintain sophisticated financial models to evaluate tax credit investment opportunities.
• Assist structuring efforts to align with tax and accounting requirements.
• Analyze deal structures to optimize tax benefits and investor returns.
• Conduct scenario analysis and sensitivity testing to assess risk and return profiles.
• Assist in due diligence, underwriting, and closing of tax credit transactions.
• Collaborate with internal accounting and tax partners to ensure accurate financial reporting and compliance.
• Coordinate with legal, finance/accounting, and asset management teams throughout the investment lifecycle.
• Prepare internal and external reports on investment performance and tax credit utilization.
• Monitor changes in tax legislation and assess potential impacts on investment strategy.
• Manage and oversee partner relationships with syndicators, brokers, developers, and attorneys for the tax credit platform to drive positive investment performance.
• 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.
• Drive continuous improvement, enhance efficiencies, and manage processes for renewable energy investments as well as other tax credit investments.
• May perform other responsibilities as assigned.
• Reporting Relationships: Asset Class Senior Investment Professional.

Qualifications and Capabilities

• Education: Bachelor’s degree with coursework in Accounting and/or Finance; CPA designation preferred.
• Experience: 5+ years of finance or business-related experience; 2+ years of prior public accounting experience preferred.
• Knowledge, Abilities and Skills: Self-motivated professional with strong attention to detail; high drive for results and the ability to exercise independent judgment; intellectual curiosity and enthusiasm for real estate and renewable energy investments; solid understanding of GAAP and tax accounting; ability to comprehend complex investment structures; diverse, team-oriented thinker; excellent verbal and written communication skills; creativity and critical thinking to address a range of challenges; proven ability to deliver results in a timely manner; advanced Excel skills; strong organizational capabilities.
• 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 with some travel required.
• ADA: The statements above describe principal and essential functions; some circumstances may require a different combination of duties.
• Credit Check: A valid credit check and/or background check will be required as part of the selection process due to fiduciary responsibilities.

Benefits

Nationwide offers a comprehensive benefits package to meet diverse needs, including medical, dental, and vision coverage; life insurance; short and long term disability insurance; paid time off with a minimum of 18 days per full calendar year pro-rated quarterly based on hire date; nine paid holidays; 8 hours of Lifetime paid time off and 8 hours of Unity Day paid time off; a 401(k) plan with company match; a company-paid pension plan; and a business casual dress code, among other benefits. For more details about the benefits, please refer to Nationwide’s benefits information.

Equal Opportunity

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 provides equal employment opportunities to employees and applicants without regard to any characteristic or classification protected by applicable law.

Note to Employment Agencies

Nationwide values its partnerships with preferred vendors and does not accept unsolicited resumes from employment agencies. Resumes submitted directly to Nationwide employees or hiring managers without a signed Client Services Agreement and search engagement will be deemed unsolicited, and no fee will be paid if the candidate is subsequently hired through other means.

Compensation

The national salary range for Investment Professional - 112488 is $119,000.00 to $199,000.00. The expected starting salary range for Investment Professional - 112488 is $119,000.00 to $199,000.00.