Multi-Asset Portfolio Strategy Lead

TIAA; New York (NY); On-site; USD 114,000 - 143,000; Full time

Job summary

Nuveen seeks a Portfolio Strategy professional to support the multi-asset desk in New York. Under moderate supervision, you will coordinate day-to-day portfolio management processes and help develop solutions that align with client objectives.

The role emphasizes investment research, market trend analysis, and preparing materials for client meetings, with opportunities to contribute to thought leadership and collateral development. FINRA Series 7/63 hold is noted; CFA preferred.

Qualifications

• Minimum 3+ years in portfolio strategy or related investment role.
• US Wealth Manager client-facing experience preferred.
• Familiarity with FINRA Series 7 and 63 is advantageous.

Responsibilities

• Lead and support projects for evolution of Portfolio Strategy & Solution team.
• Prepare internal and external client meetings and learning activities.
• Support investment research and thought leadership.
• Develop collateral and respond to RFPs/Due Diligence questionnaires.
• Assess implications for investment strategy and make market-based recommendations.
• Produce attribution reports and highlight portfolio trends vs benchmarks.

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

Education

University (Degree) Preferred

CFA preferred

Tools

Bloomberg Analytics

Job description

Nuveen seeks a Portfolio Strategy professional to support the multi-asset desk in New York. Under moderate supervision, you will coordinate day-to-day portfolio management processes and help develop solutions that align with client objectives.

The role emphasizes investment research, market trend analysis, and preparing materials for client meetings, with opportunities to contribute to thought leadership and collateral development. FINRA Series 7/63 hold is noted; CFA preferred.