TIAA Associate - Consultant Relations in NEW YORK CITY, New York
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at
Nuveen is seeking a highly motivated individual to join our Institutional Distribution group, specifically supporting the Global Consultant Relations team. The successful candidate will partner with the team's Managing Director to ensure coverage of the Global Consultant Relations effort. This individual will provide internal support to drive the Team’s efforts in fostering relationships with Investment Consulting firms resulting in the development and retention of assets for our asset management business.
KEY RESPONSIBILITIES AND DUTIES:
•Support the Team’s efforts to build relationships with staff at Investment Consulting firms in order to identify opportunities and business at risk with the goal of increasing and retaining assets invested in Nuveen's investment strategies.
•Assist with the Team’s efforts to develop, maintain and communicate knowledge of Nuveen’s investment expertise to influence Investment Consultant decisions.
•Fulfill sales support and service requests for product and marketing collateral.
•Extensive email and phone-based service for requests that are either ad hoc, recurring, or involve RFPs, RFIs, and DDQs.
•Research the validity of public search opportunities.
•Coordinate the completion of RFPs, RFIs, and DDQs.
•Work closely with the team's Managing Director to execute business plans in the regional territory.
•Compile management reports and presentations as needed.
•Maintain and document activities through CRM.
•BS/BA degree required.
•Minimum 2 years of related work experience
•Proficiency with Microsoft Word, PowerPoint and Excel
•Facility with Excel pivot tables, V-lookup, macros a plus.
•Asset Management experience
•Knowledge and understanding of financial markets and investment products across asset classes including traditional and alternative investments.
•Ability to develop strong client relationships and an in-depth understanding of client needs.
•Sound time management skills and ability to manage multiple deadlines independently.
•Ability to communicate complex information and analysis in written and graphical form.
•Familiarity with institutional investment consulting industry a plus.
•Proficiency in eVestment Alliance, Morningstar Direct, Salesforce a plus
CERTIFICATES, LICENSES, REGISTRATIONS:
•Series 7 and 63 preferred
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We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.
- Requisition ID: 1722321
Field: Investment Management
Post Date: Oct 08, 2019
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