Managing Director, Portfolio Strategist

This role focuses on the development and delivery of portfolio construction & investment views to support model portfolios, portfolio analytics and thought leadership. This team is the commercial arm of the investment organization; and leads and supports efforts involved in winning new business for Nuveen clients and communicating investment results.

Key Responsibilities and Duties

• Conduct research, analysis and modeling to develop, message and communicate portfolio construction views to internal and external audiences.
   

• Partner with investment teams on portfolio analysis and reviews; support client reporting.
   

• Support distribution teams with thorough, detailed, and timely responses. Involvement in training efforts.

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Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

Required Qualifications:

• 5+ years of direct experience in client portfolio management, portfolio analysis/strategy or portfolio management in the asset management/ financial services industry.

Preferred Qualifications:

• 7+ years of direct experience in client portfolio management, portfolio analysis/strategy or portfolio management in the asset management/ financial services industry.
• CFA, FRM, CAIA and/or MBA highly preferred.
• Solid cross-asset class knowledge of portfolio construction strategy and concepts.
• Strong quantitative skills to support creation of charts, presentations and other thought leadership reflecting Nuveen’s investment views and the team’s portfolio construction ideas.
• Demonstrated success working with distribution, consultants and clients.
• Familiarity with Bloomberg and BarraOne; advanced Excel skills.

Knowledge/Skills

• Investment acumen (particularly macro, asset allocation and portfolio construction).
• Effective and persuasive oral, written and presentation skills: embody humility in interactions and gravitas in presence; ability to simply and effectively describe complex ideas to different audiences.
• Strong writing abilities; tremendous attention to detail in all forms of communication.
• Inquisitiveness; confidence to contribute in practically any setting (investment team meetings, client meetings, leadership meetings).
• Entrepreneurial mindset and able to think strategically and creatively and link broad ideas with detailed execution.
• Relationship building; understand the interconnectivity of an organization and work collaboratively to achieve success with a strong client service and sales orientation. Skilled at establishing and building effective working relationships with key clients, client firms, consultants, vendor partners and industry groups/influencers.
• Ability to prioritize and manage multiple projects independently and simultaneously and adapt to changing priorities and timelines.
• A genuine team player that believes in the power of collaborative work and develops relationships with co-workers in a collegial and respectful manner.

Potential Salary: $165,000.00 USD

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

Phone: (800) 842-2755

Email: [email protected]

Privacy Notices

For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

For all other residents, click here to access the Applicant Privacy Notice.