Impact TFI Associate Portfolio Manager

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 client's 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

Related Skills

Adaptability, Asset Class Expertise, Collaboration, Consultative Communication, Critical Thinking, Financial Risk Management, Fixed Income Investments, Investment Research/Analysis, Portfolio Management, Relationship Management, Research Synthesization

Anticipated Posting End Date:

2025-05-26

Base Pay Range: $127,500/yr - $195,000/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). 

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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 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.

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