Investment Professional, Deal Analyst
Listed on 2026-05-29
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Finance & Banking
Financial Analyst, Real Estate Finance -
Real Estate/Property
Financial Analyst, Real Estate Finance
As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! 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.
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.
This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.
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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 asset management team is responsible for managing and monitoring a multi-billion-dollar loan portfolio secured by real estate properties located across the United States. To be successful in the role, excellent analytical, problem-solving, communication, collaboration, and negotiation skills are required. Desired experience includes a commercial real estate background with an emphasis in the interpretation of loan documents, analysis of operating statements, and the ability to prioritize assignments in an effective manner to support both internal and external stakeholders/customers.
Nationwide is actively making investments with well-established, institutional managers who have proven track records of delivering target returns through market cycles and have demonstrated expertise in the particular strategies that that they are executing.
The Real Estate Deal Analyst - Investment Professional position is primarily responsible for sourcing, analyzing, and underwriting Commercial Mortgage loans and mezz/equity investments. Prepare various market reports, portfolio analysis, financial analysis and modeling, and investment recommendations for management evaluation, as well as portfolio surveillance and monitoring. The role is both internal and outward facing through interactions with existing relationships, building new relationships.
Job Description
Key Responsibilities:
- Identify, underwrite, and negotiate real estate fund investments for presentation to senior management.
- Underwrite the real estate deals (including property or fund analysis, market analysis, as well as financial analysis and modeling), borrower, business plan, exit strategy, etc.
- Support the negotiation of routine deal terms under the general guidance of senior staff taking into consideration concentration risk, credit parameters, and fee structure;
Prepare and present investment recommendations. - Work with internal and external legal counsel to coordinate closings (including negotiating, reviewing, and approving transaction documents and other due diligence items).
- Support the development of working relationship with mortgage correspondents, brokers, fund managers and existing and potential sponsors/borrowers to source investment opportunities.
- Data entry (spreadsheets, asset management systems, website), file management, and post-closing follow-up.
- Collaborate with Real Estate Investment Research, Real Estate Portfolio Managers, Real Estate Risk, Enterprise Portfolio Management, Investment Risk Management, and Legal Representation (internal and external).
- Assist in portfolio surveillance and portfolio monitoring activities (fund manager shadowing), including risk mitigation initiatives.
Reporting Relationships: Reports to Senior Investment Professional
Typical Skills and Experiences:
Education: Undergraduate degree in business, finance and/or real estate. Graduate degree and/or CFA/CAIA designation preferred (but not required)
Experience: 6 to 10 years of investment experience.
Knowledge, Abilities and
Skills:
- Real estate principles and practices, such as underwriting/valuation, various debt/equity structures and legal documentation (subscription agreements).
- Practical understanding of market dynamics.
- Candidates must have prior commercial real estate experience.
- Candidates will possess strong communication skills, can work independently, and can demonstrate the ability to assess stakeholder needs.
- Strong interpersonal and negotiation skills.
- Effective organizational and prioritization skills are needed to meet internal/external expectations.
- Strong real estate underwriting skills are preferred.
- Must be proficient with spreadsheet software and general computer software applications.
- Solid interpersonal and negotiation skills are necessary for working with loan correspondents, borrowers and internal clients.
- Diligent organizational and record keeping skills are needed for…
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