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Senior Investment Operations Associate Jobs in Ohio

The hired associate must reside within 35 miles of the following location: Columbus: One Nationwide ... operational uses, driving development and maintenance of reference data and mastering rules to ...

What we are hiring for - Your Role As Senior Investment Manager - BESS (m/f/d) , you secure the ... Monitor execution and early operational performance, validating investment assumptions and driving ...

What we are hiring for - Your Role As Senior Investment Manager - BESS (m/f/d) , you secure the ... Monitor execution and early operational performance, validating investment assumptions and driving ...

Senior Trader

Independence, OH · On-site

$62K - $77K/yr

GENERAL The Senior Trader in Investment Operations is responsible for trade execution, reconciliations, and trade support to advisors/portfolio managers and other operations team initiatives. This ...

Showing results 41-60

Senior Investment Operations Associate information

What are the primary responsibilities of a senior investment operations associate?

A Senior Investment Operations Associate oversees and manages the daily operational processes related to investment portfolios, such as trade settlements, reconciliations, and reporting. They ensure accuracy in transaction processing, monitor compliance with regulatory standards, and work closely with portfolio managers, custodians, and other stakeholders. Additionally, they may help implement process improvements, resolve discrepancies, and support audit and risk management activities within the investment operations team.

What are the key skills and qualifications needed to thrive as a senior investment operations associate?

To excel as a Senior Investment Operations Associate, you need a solid background in finance or accounting, strong analytical skills, and several years of experience in investment operations. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations like SEC and FINRA is typically required, along with proficiency in Excel or similar data analysis tools. Attention to detail, problem-solving abilities, and effective communication are vital soft skills for managing complex transactions and collaborating with internal and external stakeholders. These competencies ensure accurate trade processing, regulatory compliance, and smooth investment operations, which are critical for minimizing risk and supporting business objectives.

How does a senior investment operations associate typically collaborate with portfolio managers and compliance teams?

As a Senior Investment Operations Associate, you'll play a crucial liaison role between portfolio managers and compliance teams. You'll facilitate timely settlement of trades, ensure accurate portfolio accounting, and help implement compliance checks to adhere to regulatory standards. Regular communication with portfolio managers is essential to resolve discrepancies, while you’ll work closely with compliance teams to address any potential operational risks. This collaborative environment ensures seamless investment operations and minimizes errors across the investment lifecycle.
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Infographic showing various Senior Investment Operations Associate job openings in Ohio as of August 2026, with employment types broken down into 86% Full Time, 9% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Senior Investment Data Manager

Nationwide

Columbus, OH • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


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.

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.

#LI-SS1

Job Description Summary

Nationwide's industry leading workforce is passionate about creating data and business intelligence solutions that are secure, reliable, accessible, and efficient in support of our mission to provide extraordinary care. Nationwide embraces an agile work environment and collaborative culture through the understanding of business processes, relationship entities and requirements using data analysis, quality, visualization, governance, engineering, robotic process automation, and machine learning to produce targeted data solutions. If you have the drive and desire to be part of a future forward data enabled culture, we want to hear from you.
As an Investment Data Management professional, you will serve as the primary liaison between the business and Technology, developing and driving data and analytic strategies and solutions to deliver prioritized business capabilities. You will be responsible for creating and maintaining the vision for the data ecosystem, with focus on improving efficiency, effectiveness, and quality of data-driven business processes and decisions. Your role provides business-minded thought leadership throughout all phases of data development, including intake, work initiation, requirement gathering and iteration planning and project estimations. You will serve as the data-related voice of the customer in translating functional data and analytic requirements into solutions for consumption and use by the respective business area, managing communications between Technology and business, resolving blockers/questions/support needs, conducting/coordinating User Acceptance Testing (UAT) and approving releases. You will evaluate potential data impacts, coordinate with stakeholders, and serve as steward for data governance, access rights/audits and defect resolution.

Job Description

Key Responsibilities:

  • Serves as a top-level expert in the identification, execution, and communication of data strategy opportunities, defining long-term goals and key performance indicators to further a data-driven culture in support of business priorities.

  • Proactively consults and provides recommendations and direction on acquisition, curation, and consumption of data for analytical and operational uses, driving development and maintenance of reference data and mastering rules to ensure a single version of the truth across all data consumers.

  • Drives creation and maintenance of road maps, mapping the end-to-end flow of data and the business processes and/or technical interfaces which would be created or impacted and recommends solutions/adaptations.

  • Develops collaborative relationships with business, Technology, and vendor partners, providing leadership in communicating key activities, strategies, data impacts, and quality issues.

  • Structures and leads processes, analyses, communication, and change management across data domains, with primary goal of improving business decision-making speed and efficiency through alignment of data investments, definitions, key metrics, and usage.

  • Leads gathering of data, reporting and analytic requirements from business requestors, understanding and managing interdependencies in prioritizing development and delivery of solutions.

  • Participates in planning and execution of UAT, triage issues and works with development team to resolve technically complex issues requiring alignment across multiple business stakeholders and disciplines.

  • Defines and promotes data governance structure, standards, and procedures to ensure data is well-defined, consistent, accurate, accessible, and secure.

  • Demonstrates broad knowledge and understanding of investment asset classes, and those data elements most critical to support business processes.

  • Integrates emerging data and analytic trends, competitive research, and industry best practices into Nationwide.

  • Provides direction, mentoring and guidance for less experienced team members.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to AVP or Data Leader

Typical Skills and Experiences:

Education: Undergraduate studies in computer science, management information systems, business, statistics, math, a related field or comparable experience and education strongly preferred.Graduate studies in business, statistics, math, computer science or a related field are a plus.

License/Certification/Designation: Certifications are not required but encouraged.

Experience: 10+ years of relevant experience with data management organization/standards or practices. Substantial experience in designing recommended solutions using industry best practices and leading initiatives across business and technology teams. Experience engaging business leaders, data architects and external consultants to identify and fill gaps in data and analytics environment. Experience with product roadmap development, application of data acquisition and data wrangling using modern programming and scripting languages (i.e., SQL, R, Python), and cloud technologies - Azure and AWS (i.e., Redshift, S3, EC2, etc.). Insurance/financial services industry knowledge a plus.

Knowledge, Abilities and Skills:

  • Demonstrated thought leadership and ability to develop skills in others

  • Data application and practices knowledge, with expertise using SQL to perform data analysis (experience in Snowflake and Databricks preferred)

  • Sound decision making and strong analytical and critical-thinking skills

  • Exhibits interpersonal skills and excellent written and oral communication skills to interact with all levels of associates and senior management.

  • Ability to lead in an environment of change and ambiguity, effectively adapting to rapidly changing technology and applying it to business needs

  • Demonstrated expertise in building relationships, facilitating large meetings, influencing senior leaders, coaching others, conflict resolution, negotiation, and prioritization

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 and Guiding Behaviors.

Job Conditions:

Overtime Eligibility: Exempt (Not Eligible)

Working Conditions: Normal office environment.

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.

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 Professional : $121,000.00-$201,000.00The expected starting salary range for Senior Investment Professional : $121,000.00-$201,000.00