Director, Muni Client Portfolio Manager

The Director- Client Portfolio Manager Muni-NEFI supports activities within municipal investment products and the client portfolio management for municipal strategies by ensuring timely accurate and accessible performance information is available to the Investment Team internal business partners and outside clients. Working independently with general supervision this role is responsible for supporting portfolio-level metrics and performance attribution assisting with RFP requests and serving as a resource for both internal stakeholders and external clients seeking to understand municipal strategy performance.

Key Responsibilities and Duties

• Supports the Investment Team and internal business partners by compiling and analyzing portfolio-level metrics performance data and attribution analysis and communicating findings in a clear and succinct manner to both internal audiences and external clients as needed.
• Assists with the preparation and completion of RFP requests coordinating with portfolio management research and operations to ensure responses are accurate thorough and delivered in a timely manner.
• Supports performance attribution efforts across municipal strategies including the ability to clearly articulate attribution results to investment team members sales and outside clients in a meaningful and digestible way.
• Maintains and supports relationships with client portfolio managers sales teams and internal business partners by providing account-level information regarding portfolio holdings performance metrics and relevant analytics as needed.
• Responds to questions from external clients and internal stakeholders regarding municipal fund offerings working cross-functionally with portfolio management research and operations to address specific inquiries.
• Assists in reviewing and updating marketing materials as appropriate in support of municipal strategy positioning.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2 Years Required; 3 Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Required Qualifications:

• 2 years of Municipal Fixed Income experience

Preferred Qualifications:

• 3 years of municipal performance attribution experience
• RFP experience
• Working knowledge of Bloomberg & InvestorTools
• Strong communication skills
• Familiarity with fixed income markets

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.

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