Client Portfolio Manager, Content

Client PM, Content
The Client Portfolio Manager, Content collaborates with CPM teammates to write, review and/or edit a range of Nuveen thought leadership and other investment related content. The role ensures editorial quality, consistency of messaging and maintenance of Nuveen brand guidelines in line with the highest professional standards.

Key Responsibilities and Duties

• Responsible for writing, reviewing and/or editing the following content:
  • Weekly economic, market and asset class-specific pieces, such as the CIO Weekly and Global Fixed Income (GFI) update in support of Nuveen’s sales/distribution efforts and other business priorities
  • Monthly performance commentaries for Nuveen equity, fixed income and real assets UCITS funds
  • Quarterly performance commentaries for Nuveen mutual funds, closed-end funds, retail and/or institutional SMAs, CREF variable annuity accounts and other portfolios/strategies as assigned
  • Quarterly asset class reviews & outlooks, such as the Bond Market Review & Outlook for GFI
  • White papers including evergreen subjects with annual updates (e.g., asset class primers on TIPS, preferred securities/Cocos, CLOs), Ad hoc economic, market, asset class and investment strategy themes (e.g., latest developments in EM equities; relative advantages of active vs. passive management in public real estate; style or sector market rotations; market volatility; analysis and implications of Federal Reserve policy) and other thematic thought leadership pieces as assigned.
  • Internal-use materials, such as weekly market updates or talking points on current issues or topics relevant to client-facing business partners
• Perform editorial-related logistical and project support (e.g., research, CPM self-produced layout) as assigned

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Required Qualifications:

• Minimum of 3+ years in a writing and editing role at an asset manager

• FINRA series 7 & 63 or ability to obtain within 6 months

Preferred Qualifications:

• 5+ years in a writing and editing role within an asset manager

• Experience working in fast paced, deadline driven environment

• Ability to work with high level investment professionals

Related Skills

Analytical Skills, Asset/Investment Modeling, Asset Allocation, Asset Management, Communication, Economic Analysis, Financial Risk Management, Forecasting, Investment Research/Analysis, Investments, Investment Strategy Acumen, Programming

Anticipated Posting End Date:

2024-11-13

Base Pay Range: $115,500/yr. - $159,000/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 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, non-annual sales incentive plans, or other non-annual incentive plans). 

_____________________________________________________________________________________________________

Company Overview

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. For more information about the firm please visit our website at www.Nuveen.com

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. That’s 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 r