Investment Professional, Tax Credits

Nationwide•Columbus, OH

6d•Hybrid

About The Position

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 primary function of this role is to identify, 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 critical component of 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.

Requirements

Bachelor’s degree with course work in Accounting and/or Finance.
5+ years of Finance/Business related experience.
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
Strong understanding of GAAP/Tax accounting
Ability to understand complex investment structures
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
Advanced Excell skills
Strong organizational skillset

Nice To Haves

CPA designation preferred.
2+ years of prior experience in public accounting is preferred.

Responsibilities

Build and maintain complex financial models to evaluate tax credit investment opportunities.
Support structuring efforts to align with both 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/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.
Responsible for continuous improvement, improving efficiencies, and process management of renewable energy investments as well as other tax credit investments.
May perform other responsibilities as assigned.

Benefits

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