Analyst, Muni Client Portfolio Manager

The Client Portfolio Manager Muni supports the firms institutional taxable municipal clientele. This role is specifically designed for an individual who will develop into a fixed income subject matter expert with a deep specialization in the taxable municipal bond market. It is important that candidates understand this is an institutional client-facing role with a focused mandate in the taxable municipals space. Working independently with general supervision this position is responsible for fielding questions from external institutional clients compiling portfolio information and drafting portfolio and market presentations.

Due to the international nature of this role occasional participation in client calls during non-business hours including evenings may be required from time to time over the course of each quarter but is not a routine weekly expectation.

Key Responsibilities and Duties

• Supports existing institutional clients by responding to inbound account-level inquiries as they concern portfolio holdings performance performance attribution and the broader macro and fixed income environment with particular emphasis on the taxable municipal bond market.
• Creates analyzes and reviews prospective client portfolios and communicates the various aspects of portfolio implementation drawing on deep expertise in taxable municipal fixed income strategies.
• Maintains and supports relationships internally with Portfolio Managers Research and Trading teams reviewing account-level information regarding portfolio details such as holdings performance and performance attribution.
• Supports partnerships with Marketing by reviewing and assisting with content creation ensuring accuracy and relevance as it pertains to taxable municipal fixed income.
• Prepares and assembles client presentation decks for both existing client meetings and prospective client engagements ensuring materials are thorough accurate and reflective of the firms taxable municipal fixed income capabilities.
• Participates in both client and prospective client calls and presentations serving as a subject matter expert in the taxable municipal fixed income space with occasional after-hours availability required from time to time given the international nature of the client base.
• Coordinate and complete month-end and quarter-end deliverables ensuring accuracy and meeting deadlines.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2 Years Required; 3 Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Required Qualifications:

• Minimum 2 years of fixed income experience
• FINRA series 7 and series 63 or the ability to obtain within 180 days from start date

Preferred Qualifications:

• 3 years of municipal fixed income experience
• Genuine interest in and enthusiasm for the quantitative aspects of financial markets with an intellectual curiosity for data-driven analysis as it pertains to fixed income and the taxable municipal bond market.
• Demonstrated ability to manage multiple priorities simultaneously while collaborating effectively across teams and with both internal and external stakeholders in a fast-paced client-driven environment.

Anticipated Posting End Date:

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.

Our Culture of Impact

At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

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.

Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices here.

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TIAA maintains a drug-free and smoke/free workplace.

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