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Lead Investment Analyst Jobs (NOW HIRING)

Senior Investment Analyst

Malvern, PA · On-site

$83K - $104K/yr

... investment analysis, and reporting that drives informed decisions and strengthens long-term ... To lead through product and services that transform our clients' lives. To learn and develop our ...

Lead cross-functional project teams on forecasting, capital management, and investment reporting ... TALENTS * Strong analytical and financial modeling skills with the ability to "pressure test ...

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Lead Investment Analyst information

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$60.5K

$123.8K

$175K

How much do lead investment analyst jobs pay per year?

As of Aug 11, 2026, the average yearly pay for lead investment analyst in the United States is $123,849.00, according to ZipRecruiter salary data. Most workers in this role earn between $98,000.00 and $153,500.00 per year, depending on experience, location, and employer.

What skills and qualifications are needed to be a lead investment analyst?

To thrive as a Lead Investment Analyst, you need deep expertise in financial analysis, investment strategies, and market research, usually supported by a bachelor's or master's degree in finance, economics, or a related field and often the CFA designation. Advanced proficiency in financial modeling tools, Bloomberg Terminal, and data analytics platforms is critical. Strong leadership, critical thinking, and communication skills set top performers apart by enabling effective team management and clear investment recommendations. These abilities are crucial for making informed investment decisions, guiding teams, and delivering value to clients or stakeholders.

How does a lead investment analyst typically collaborate with other departments within a financial organization?

A Lead Investment Analyst frequently works cross-functionally, partnering with teams such as portfolio management, risk assessment, and research to inform investment strategies and decisions. They often coordinate with compliance and legal departments to ensure all recommendations adhere to regulatory standards. Regular interaction with client relationship managers is also common, as they help translate complex financial analyses into actionable insights for clients. This collaborative environment requires strong communication and project management skills to align multiple stakeholders toward achieving organizational investment goals.

What does a lead investment analyst do?

A Lead Investment Analyst is responsible for overseeing investment research, analyzing financial data, and guiding investment strategies for their organization or clients. They evaluate market trends, assess risks, and provide recommendations to maximize returns on investments. Additionally, Lead Investment Analysts may supervise a team of analysts, ensure thorough due diligence, and present findings to senior management or stakeholders. Their role is crucial in making informed decisions that align with the organization's financial goals.

What is the difference between Lead Investment Analyst vs Investment Analyst?

AspectLead Investment AnalystInvestment Analyst
ResponsibilitiesOversees investment research, guides team, makes strategic recommendationsConducts research, analyzes data, supports investment decisions
Experience & CredentialsTypically 5+ years, relevant certifications (CFA), leadership skillsEntry to mid-level, often pursuing certifications like CFA
Work EnvironmentSenior team member, often in a managerial settingCollaborative, analytical role within investment teams

The main difference between a Lead Investment Analyst and an Investment Analyst lies in responsibility level and experience. The Lead Investment Analyst manages research teams and makes strategic decisions, while the Investment Analyst focuses on data analysis and supporting investment processes. Both roles require strong analytical skills and relevant certifications, but the Lead position involves leadership and strategic oversight.

More about Lead Investment Analyst jobs
Infographic showing various Lead Investment Analyst job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $123,849 per year, or $59.5 per hour.

Senior Investment Analyst, Distressed Debt

Nationwide

Columbus, OH • Hybrid

$82K - $102K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago


Job description

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.

Distressed Debt Analyst

The Distressed Debt Analyst is an important contributor on the Leveraged Finance team reporting to a Senior Investment Professional.

The analyst will work alongside analysts, traders, and portfolio managers across Nationwide's investment platform, and will be primarily focused on public and private debt investments in various stages of financial stress. This is a great opportunity for an experienced investment professional to drive workout and restructuring capabilities within the investment process. The analyst will partner with team members in framing downside sensitivity analyses on performing investments as well as drive the process on distressed and other special situations.

Key skills and responsibilities for this role include:

  • Provide investment recommendations and insights on special situations across sectors for both existing holdings and new opportunities as appropriate. Areas of focus will include identifying initial indications of fundamental deterioration, restructuring, reorganization, bankruptcy, and workout situations.
  • Produce base case and downside fundamental forecasts, valuation analyses, and recovery expectations.
  • Possess a strong legal acumen and knowledge of relevant legal documents (bond indentures, credit agreements, etc.).
  • Demonstrate proficient knowledge of corporate and debt structuring, including bank loans.
  • Engage with market participants, street analysts, and the restructuring advisor/attorney community.
  • Lead investment team engagement with the in-house legal team.
  • Provide regular updates to the portfolio managers, analysts, and traders on all pertinent news items.

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 Investments employs a research-driven, team-oriented, and results-focused investment process to manage our clients' portfolios. Credit Research is one of three critical functions in the investment process, along with Portfolio Management and Trading. As a Senior Investment Analyst on our High Yield Credit Research team, you will be responsible for identifying, analyzing, and recommending investments within the High Yield bond market. Senior Research Analysts also have responsibility for driving and monitoring investment strategies in their assigned sectors.

Job Description

Key Responsibilities:

  • Performs research and analysis in support of the team's investment decision-making process. Senior Investment Analysts demonstrate the ability to work without direct supervision on day-to-day tasks.

  • Identifies risk and return drivers, develops and models forward-looking scenarios, analyzes relative value, and provides investment recommendations for positioning within assigned sectors.

  • Communicates analysis and investment theses through use of written reports, presentations, conversations, and market meetings.

  • Evaluates changes in the economic, regulatory, legislative, and competitive business environments that impact investment fundamentals, valuations, and positioning within client portfolios.

  • Builds relationships with internal and external partners to facilitate the analysis of investment opportunities.

  • Collaborates successfully with other Nationwide Investment groups to advance our clients' best interests.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Senior Investment Professional

Typical Skills and Experiences:

Education: Bachelor's Degree; MBA or CFA preferred

Experience: 4 to 7 years of related investment experience.

Knowledge, Abilities and Skills:

  • Experienced understanding of credit research

  • Proficient high yield and leveraged loan credit researcher

  • Proficient in Excel; prior Bloomberg experience

  • Demonstrates presence with excellent verbal and written communication skills

  • Ability to establish and organize work priorities

  • Results driven, self-motivated, and intellectually inquisitive

  • Positive, hardworking, proactive, and professional

  • Highly collaborative and team oriented

  • Critical and creative thinker willing to express opinions and views

  • Organized, detailed, and process oriented

  • Outstanding analytical and problem-solving skills

  • Capable of working independently and uses some judgment with oversight required for overall tasks

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.

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.


NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Senior Investment Analyst : $106,500.00-$177,500.00The expected starting salary range for Senior Investment Analyst : $106,500.00-$177,500.00