TIAA Client Portfolio Mgmt-NWQ in NEW YORK CITY, New York
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.
The Client Portfolio Manager will provide portfolio oversight and ongoing client service for institutional clients.
Provide portfolio updates, investment outlook,performance results - as frequently as possible to existing clients,broker-consultants, and sponsor firms.
Regular interface with investment managementteam—including attendance at investment meetings.
Must be conversant in discussing performanceattribution, portfolio analysis and outlook for both Equity and Fixed IncomeMarkets.
Serve as a “Product Specialist” supporting theInstitutional and retail distribution teams. This may include overseeing RFPresponses, creating product materials and acting as a liaison for requestscoming to NWQ via all channels.
Serve as part of the client facing team, assupport for the Nuveen Sales and Services team responding to requests frominstitutional clients as well request for information for NWQ’s products andservices
Serving in a business development and productmanagement role to promote NWQ products both within Nuveen and externally.Continued analysis of the market place, portfolios, performance and firm isrequired to develop and position both existing products and new strategies.
Approx. 40% domestic travel will ultimately berequired of the candidate.
Bachelor’s degree in Business (or related field)
Minimumof5years of industry experience
Familiarity with technology toolsincluding Morningstar Direct, FactSet, Bloomberg, and the Microsoft Office suite.
FINRA Series 7 or ability to obtain in three months
Strong client service and sales orientation
Ability to establish and build effective working relationships with key clients, client firms, and internal departments
Effective 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 builds relationships with co-workers in a collegial and respectful manner
StrongMath and Financial Analysisskills
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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: 1723338
Post Date: Nov 07, 2019