TIAA 2022 Early Talent Rotational Program: Asset Management - Advisory Services, Associate in Chicago, Illinois
PROGRAM OVERVIEW: The Nuveen Advisory Services (NAS) Track within the Nuveen offers an exciting mix of strategically aligned assignments, professional development, and the ability to experience and gain exposure to many facets of our organization. The environment is challenging, hands on, and full of growth opportunities.
Candidates can expect to work with financial services platforms and tools and will learn the techniques, disciplines and processes that deliver the highest quality results to our clients.
Rotational assignments are employed during the program to begin your career in building an understanding of the global asset management business and be able to experience cross-asset class proficiency.
PROGRAM HIGHLIGHTS: As an Asset Management- Advisory Services Associate in the Early Talent Rotational Program , you will be tasked with utilizing academic knowledge, skills and experience to apply tactics and strategies to solve real business challenges for a mission driven asset management organization.
This program is a 2-year rotational program. Participants in the program will have the opportunity to experience up to four professional rotational experiences within the in areas such as Distribution, Product, Equities & Fixed Income, Business Strategy and Marketing. You will have unique networking opportunities and access to Nuveen Senior Leadership; experience ongoing personal and professional development opportunities and participate in financial services and behavioral based training. The program begins in June 2022.
ROTATIONAL OPPORTUNITIES: NAS aligns and focuses our professionals who develop, market and sell investment strategies and solutions to clients to understand their needs and empower them with investments, insights and best-in-class service resulting in optimal financial outcomes. NAS business areas include Strategy and Business Management, Product, Distribution/Sales, Solutions and Marketing. Assignments will be in one of these areas.
Job responsibilities will vary based on your rotation and may include the following:
Strategy & Business Management:
Conduct competitor/industry research and operational financial analysis in order to assist in setting the strategic vision, direction and near-term priorities for Nuveen.
Identify, frame and implement specific strategic initiatives that are critical to the success of Nuveen’s overall strategy
Develop and monitor cascading metrics and goals for business areas aligned with strategic plan
Assist in developing and delivering concise communication materials for senior management
Distribution – Global Learning & Development:
Assist in the design of asset class educational pieces that align with strategic product priorities; develop and maintain Nuveen specific asset class library for on-demand access
Work collaboratively and cross functionally with various departments to implement sales campaign priorities and tactical initiatives
Analyze the success of Global Learning & Development programs across each business area
Participate in and help assess the current state of current education programs in order to build mastery of Nuveen investment strategies and develop future enhancements
Partner with subject matter experts to develop educational primers for key asset classes and areas of focus for the firm
Work together with senior team members to develop and deliver best practices regarding products, market knowledge, selling skills and leading, managing and coaching
Create additional resources to educate the sales force on areas of future growth and development for the firm
Assist with projects and content entry supporting the evolution of website(s), landing pages, micro sites, etc. and other online touch points
Work with developers, designers and content owners on site enhancements and new content requested by business owners
Build relationships with key stakeholders - specifically between the product marketing, communications & demand generation teams and in addition to our technology partners
Learn and become proficient with different systems supporting the website (CMS, JIRA, Admaster, and Analytics tools)
Become an expert on Nuveen’s investment strategies and products, serving as a resource for Nuveen’s internal partners
Assist in evaluating Nuveen’s products relative to competitor investment strategies and preparing competitive analyses
Engage Nuveen’s internal distribution partners, and participate in sales calls as needed in order to effectively position product opportunities
Assist Product Managers with new product initiatives ranging from initial design, economic modeling and market acceptance through to public launch
Collaborate with Marketing to educate advisors and internal sales teams on new and existing products
Leverage multiple analytics tools and systems
Serve as contact point for other areas of the firm seeking various product information/data
Support creation of product presentations and conduct special research projects
Support Client Solutions team members in creation of product and customized mandate presentations, performance commentaries, thought leadership, and various other training materials
Assist in developing RFP/RFI responses for new business development opportunities for different multi-asset solutions (e.g. model portfolios, multi-asset products, customized mandates)
Work with Portfolio Solutions team members by running portfolio analytics, providing product and asset class positioning points, and product comparisons
Develop and maintain Nuveen Solutions specific metrics that are aligned with team goals
Engage with key stakeholders in Product, Marketing and Distribution to identify and promote Solutions capabilities
Collaborate with all parts of Nuveen Solutions Team to better understand multi-asset portfolios, portfolio construction and the team’s investment process
Currently pursuing a Bachelor’s degree: Finance, Economics, Accounting and/or Business Management or related degree.
Graduation date between August 2021 and June 2022
Minimum Overall GPA of 3.0
Advanced knowledge of Microsoft Office products (Word, PowerPoint, Excel, Outlook - at least 2 years of work or academic experience)
2021 TIAA/Nuveen Summer Internship required
Leadership skills and a commitment to shared success (i.e. works well in teams)
Strong verbal and written communication skills
Ability to adapt and embrace change
Desire to continuously learn
Demonstrated ability to prioritize tasks and deliver on commitment
Ability to work in a team-oriented and fast-paced environment
Excellent organizational and time management skills
Potential Salary: $75,000.00 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).
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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 (https://www.dol.gov/general/topics/posters) .
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.
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Phone: (800) 842-2755
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.