Impact TFI Associate Portfolio Manager
Impact TFI Associate Portfolio Manager
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Job Description
The Taxable Fixed Income Associate Portfolio Manager manages and monitors investment portfolios and transactions in an investment environment. While managing projects with some oversight from management this job implements investment buying and selling strategies that deliver a business advantage and maximizes the clients investment portfolio.
Key Responsibilities and Duties
Develops and manages internal and external relationships with key business partners including Client Portfolio Management Market and Sales teams.
Stays abreast of market conditions trends tax issues and other factors affecting profitable performance.
Develops and maintains quantitative reports
Prepares and provides regular reports on the investment portfolio status for clients and management.
Assist PMs with monitoring portfolios across accounts
Work with other areas at Nuveen to resolve data integrity issues
Support impact investment team with various projects
Maintain impact database for team
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3 Years Required; 5 Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
Required Qualifications:
- Minimum 3 years of investment experience
Preferred Qualifications:
- 5 years fixed income experience
- Financial model experience
- Proficiency with MS PowerPoint and Excel including VBA and/or python
- Bloomberg experience
Anticipated Posting End Date:
Base Pay Range: $127500/yr $195000/yrActual 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 nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Nuveen the investment manager of TIAA offers a comprehensive range of outcomefocused investment solutions designed to secure the longterm 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 more information about the firm please visit our website at
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats 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 wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices 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)
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Manager
Employment Type
Full-Time
