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Senior Associate, Financial Institutions (United States)
Location
United States
Posted
92 days ago
Salary
0
Seniority
Senior
Job Description
Senior Associate, Financial Institutions (United States)
WaterEquity
Position Title: Senior Associate, Financial Institutions Reporting To: Principal, Head of Financial Institutions Department: Investment Management Location: Remote, based in USA Firm Overview WaterEquity is an impact investment manager dedicated to mobilizing private sector investments to accelerate universal access to water and sanitation. Since its launch in 2016, WaterEquity has deployed six funds with over $470M in committed capital. WaterEquity investments are designed to expand access to water and sanitation among low-income and underserved communities in emerging and frontier markets. Learn more about us at https://waterequity.com/. Summary WaterEquity is seeking two Senior Associates, Financial Institutions. One to be based in the U.S. and one in Europe/Asia. Duties will encompass supporting all aspects of the financial institutions water and sanitation investment portfolio, including deal sourcing, screening, due diligence, and portfolio management. The ideal candidate will bring 3–6 years of relevant experience in investment management within private credit, with a focus on financial institutions, with experience in Asia or the Latin America & Caribbean region. The candidate should demonstrate strong analytical and financial modeling skills, including credit analysis, financial forecasting, and risk assessment. They should thrive in a dynamic start-up culture, excel at independent work and proactive communication, and can manage diverse projects simultaneously. The ideal candidate has team-building experience, develops effective models of communication, and demonstrates exceptional business judgment. The candidate should be comfortable working remotely and with team members in diverse geographic locations. Job Responsibilities Investment Screening - Support each stage of the investment process, including business development and screening, negotiations, due diligence and presentation to the investment committee. - Conduct initial assessments of target companies, markets, and regions to determine alignment with WaterEquity’s investment thesis. - Support origination efforts, and support in managing client relationships during the deal process. Due Diligence & Analysis - Play a key role in due diligence processes, including coordination with internal teams, external consultants, and potential clients. - Conduct financial, ESG, and impact analysis, including financial modeling and credit assessment. - Support due diligence processes, including financial/credit analysis, ESG and impact assessments. - Prepare investment documentation and presentation for the Investment Committee, detailing strategic rationale, financial projections, risks, and impact potential. Portfolio Management - Monitor the financial and operational performance of portfolio companies. - Support management of covenant breaches, watch-list investments or problem cases. - Track country, market, and sector risks relevant to the portfolio. Strategy, Coordination & Team Support - Support coordination with parent company, Water.org, in the delivery of water and sanitation technical assistance to investment candidates. - Work closely with Principal, Financial Institutions Investments, to refine strategies, process, and analytical tools. - Provide broad, flexible support to the team as needed across transactions, portfolio management, and cross‑functional initiatives Skills and Qualifications - Bachelor’s degree in Finance, Economics, Business, or a related field; an advanced degree (MBA, CFA, or equivalent) is a plus. - Minimum of three (3) years of directly relevant work experience in an investment/credit rating role, such as in private credit or impact investing in Asia / Latin America & Caribbean. - Proven track record in executing debt transactions/credit rating of financial institutions in emerging markets, assessing financial institutions, preparing investment committee memos/reports, building and analyzing financial models. - Advanced financial modelling skills in Excel and strong analytical thinking. - Outstanding communication and presentation skills in English and Spanish. - Ability to work well in a team as well as independently. - Ability to thrive in a dynamic, fast-paced culture and adaptable to change. - Passion for impact investing and familiarity with retail or SME loan products in emerging markets, preferably housing or water and sanitation loans. - Experience in a remote working environment. Physical Requirements This role involves extended periods of sitting or standing and reaching. This role requires the ability to see, talk, and hear. Compensation and Benefits This position offers full-time benefits, including medical/dental/vision insurance, flexible spending plans, life and disability insurance, a 401(k) plan, and periodic review for merit and incentive pay baesd on organizational and personal achievement. Overall compensation will be commensurate with education and experience and structured to reflect a competitive package for a full-time Senior Associate team member. Expected salary is $60,000 USD annually. Travel required 30% to 40% of time. No relocation benefits, work permit reimbursement, or visa sponsorship will be offered. Deadline to apply is April 27, 2026 How to Apply Click the “apply for this job” link below. WaterEquity is an equal opportunity employer. WaterEquity recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law.
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Sr Consultant, Actuarial – Retirement Solutions Financial Reporting - REMOTE
Nationwide InsuranceNationwide Insurance, founded in 1926, is one of the oldest and most well-respected insurance agencies in the United States. Headquartered in Columbus, Ohio, wh
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. Sr Consultant, Actuarial – Retirement Solutions Financial Reporting - REMOTE Are you an experienced actuary who enjoys complex annuity valuation, financial reporting, and solving thorny modeling problems? Join our Retirement Solutions Financial Reporting team and help shape how we measure and manage results across a diverse group of retirement products. Key Responsibilities - Support quarterly GAAP and statutory valuation, financial reporting, and forecasting for Retirement Solutions products (e.g., recordkeeping, fixed and indexed annuities, stable value products, in-plan income guarantees, pension risk transfer). - Maintain and enhance GGY AXIS models and related tools ensuring methods remain robust, efficient, and well-controlled. - Partner with Pricing, Controllership, and Valuation to support transactions (e.g., reinsurance, block transfers) and strategic projects that improve capital efficiency and reduce earnings volatility. - Collaborate with peers and leaders to identify and implement process and model improvements that enhance transparency, consistency, and speed-to-decision. What We’re Looking For Must-have skills - Strong background in retirement or annuity products (GAAP and/or statutory), with experience supporting quarterly closes and/or forecasting. - Hands-on experience with at least one major actuarial modeling platform (e.g., GGY AXIS, MG-ALFA) and comfort working with complex projection models. - Solid data and tooling skills (e.g., SQL, Excel/VBA) with the ability to trace results from model output through to the ledger and financial statements. - Proven ability to communicate complex actuarial concepts to non-actuarial partners (finance, controllership, business leadership). - Demonstrated ownership mindset, strong problem-solving skills, and the ability to manage multiple priorities around key reporting deadlines. - ASA Required; FSA or progress towards FSA highly preferred. Preferred skills - Experience with LDTI and/or recent reserve methodology changes for annuity business. - Familiarity with derivative/hedging and FAS 133 concepts for guaranteed products. - Prior exposure to reinsurance structures and their impact on valuation and earnings. - Progress toward FSA with relevant life/annuity exams; ASA required-FSA is a plus. Why Join Us - Work on high-impact projects that directly influence how Nationwide manages its Retirement Solutions portfolio. - Gain broad visibility by collaborating with Pricing, Controllership, and senior finance leaders on topics like reserve methodology, LDTI, and reinsurance. - Join a culture that values technical excellence, thoughtful innovation, and work-life balance, with opportunities to grow into broader leadership or technical expert paths. #LI-remote #LI-SM1 Job Description Summary Our Nationwide Financial (NF) Actuarial team members have opportunities to use state-of-the-art tools, are encouraged to innovate and learn to master actuarial methodologies. If this sounds like a place you could thrive, then we want to know more about you! As an Actuarial Senior Consultant, you’ll need to have detailed familiarity with business operations, systems, and actuarial methodologies. We’ll count on you to be adept at sophisticated actuarial techniques and work independently to combine advanced actuarial and business knowledge to provide high-level analysis. Additionally, you’ll provide consultation and recommendations on deliverables and maintain detailed documentation of actuarial models and analyses. You’ll work independently and may lead others. Job Description Key Responsibilities: - Compiles, categorizes, and analyzes sophisticated data sets. - Builds complicated testing tools and conducts detailed analysis of product calculations. - Constructs, maintains, and performs Actuarial, Projection, and Valuation Models. - Builds financial reporting tools and completes analysis. - Prices and implements products. - Conducts complicated risk analysis. - Establishes reserves and other valuation items under multiple accounting regimes (statutory, GAAP, and tax) for products. - Performs reinsurance analysis and pricing. - Crafts effective communication strategies and recommendations to leadership. Develops supporting documentation. - Leads cross functional peer reviews to increase collaboration, ensure quality work, and drive innovation. - Builds business relationships and leads cross functional communication with team members, customers, and business partners. - Leads onboarding and training for new associates on standard work processes. Assists in creating new training materials. May perform other responsibilities as assigned. Reporting Relationships: Reports to an Actuarial, Analytics, or Risk Management leader. Typical Skills and Experiences: Education: Undergraduate degree in actuarial science, mathematics, statistics, or similar background requiring modeling, programming, or quantitative analysis. License/Certification/Designation: Generally attained ASA and is actively enrolled in the Actuarial Development Program; working towards FSA or recently attained FSA. PLEASE REFER TO THE NATIONWIDE LIFE INSURANCE COMPANY ACTUARIAL DEVELOPMENT PROGRAM FOR ADDITIONAL INFORMATION. Experience: Typically, four to seven years of actuarial experience. Knowledge, Abilities and Skills: Proven knowledge of actuarial business functions, statistical methods of analysis, actuarial models, actuarial software and databases. Proficient in Microsoft Office products (including VBA within Access and Excel), analytical software (such as tableau) and programming languages. Should have basic competencies including: command skills, strategic agility, delegation, motivating others, business perspective, and accounting. Should have highly-developed competencies for: business understanding, problem solving, customer focus, dealing with ambiguity, drive for results, and learning ability. 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. 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. We currently anticipate accepting applications until 05/16/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline. 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. This position could be filled within any of the lower 48 U.S. states. #actuarial Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf 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 Sr Consultant, Actuarial - NF : $118,000.00-$222,000.00 The expected starting salary range for Sr Consultant, Actuarial - NF : $118,000.00 - $178,000.00


