drjobs Collateralized Loan Obligations (CLO's), Senior Client Portfolio Managers - Nuveen, Structured Credit

Collateralized Loan Obligations (CLO's), Senior Client Portfolio Managers - Nuveen, Structured Credit

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Job Location drjobs

San Francisco, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firms CLOs and CLO Funds. They are embedded in and serve as an integrated member of Nuveens Structured Credit team that has a cycle-tested track record of managing CLOs and investing in CLO securities. Responsibilities will cover a wide range of tasks from liaising with clients (written and verbal) and communicating market views to creating and managing marketing collateral. The ideal candidate should have a strong understanding of CLOs and possess excellent communication and organizational skills. The candidate should also have experience developing and enhancing marketing content that includes but is not limited to presentations whitepapers RFP/DDQ responses. Nuveen Global Fixed Income (Nuveen GFI) is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This fully integrated team of more than 200 investment professionals including one of the largest research teams in the world is guided by a long heritage of successful performance outcomes and risk control for our clients. Nuveen GFI is seeking a senior CLO CPM to support the ongoing growth of our CLO business.



Key Responsibilities and Duties

CLO CPMs shoulder a multi-faceted set of responsibilities. Their key duties include:

  • Client Engagement: Maintaining relationships with internal institutional and wealth sales channels responding to product information requests providing technical sales support and acting as a primary point of contact for clients.
  • Marketing Collateral: Providing input on and content for marketing materials white papers RFPs and client communications for new business and existing clients.
  • Speaker Events: Working with CLO Investor Relations team to identify conferences roundtables and speaking events and represent the Nuveen CLO platform at such events.
  • Liaising with internal partners: Partnering with technology compliance legal operations portfolio management trading and other internal partners to evaluate and enhance client collateral and educate internal sales teams on the asset class.
  • Ensuring compliance with regulations: Collaborating with Compliance to streamline existing review processes and identify/resolve potential indenture breaches.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 5 Years Required; 7 Years Preferred

FINRA Registrations

  • SRC Indicator: Series 7; Series 63

Physical Requirements

  • Physical Requirements: Sedentary Work


Career Level
8IC

QUALIFICATIONS:

Required:

  • Minimum of 10 years of experience in the asset management industry

Preferred:

  • Minimum of 7 years experience in the CLO and/or structured credit industry
  • Bachelors degree from an accredited four-year university; CFA MBA (or progress toward) a plus
  • Strong understanding of BSL CLOs
  • Entrepreneurial mindset and strong client service and sales orientation
  • Excellent written communication skills keen attention to detail and organizational prowess
  • Experience analyzing and synthesizing attribution in written and verbal format
  • 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
  • The ability to think strategically and creatively and connect broad ideas with detailed execution
  • Willingness and ability to travel

Related Skills

Adaptability Asset Class Expertise Business Development Capital Markets Client Relationship Management Consultative Communication Detail-Oriented Financial Risk Management Fixed Income Investments Market/Industry Dynamics Prioritizes Effectively Sales

Anticipated Posting End Date:

Base Pay Range: $141000/yr - $197000/yr

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 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).

Company Overview

Nuveen is a global investment leader managing public and private assets for clients around the world and on behalf of TIAA our parent company and one of the worlds largest institutional investors. We invest in the growth of businesses real estate infrastructure and natural capital providing clients with the reliability access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients our communities and our global to learn more about us.

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. 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 well-being. 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:

Email:

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

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