Portfolio Strategy Analyst

Nuveen; Glendale (CO); On-site; USD 82,000 - 93,000; Full time

Job summary

Nuveen is seeking an Analyst, Portfolio to provide licensed investment and analytical support for Individual/Trust Account Portfolio Managers. You’ll perform economic, market and industry analysis to inform wealth management decisions and align client objectives with portfolio decisions.

You will interact with clients through portfolio reporting, trading verification, and participation in client meetings, ensuring adherence to investment policy statements and regulatory requirements.

Qualifications

• 2+ years of financial services experience
• Experience with investment portfolios and client reporting
• Proficient in data analysis and risk assessment

Responsibilities

• Prepares analytical reports on trust portfolio status for clients and management.
• Assists Portfolio Managers in execution/verification of stock, bond and mutual fund trades.
• Monitors portfolio assets for adherence to client investment policy statements and discusses strategy with clients.
• Contributes insights for portfolio adjustments based on market trends and risk analysis.
• Maintains portfolio rebalancing and supports client service resolution with TCSG.

Skills

Financial analysis

Client relationship management

Data analysis

Portfolio management

Risk assessment

Education

Bachelor’s degree in Finance/Related field

Tools

Salesforce CRM

Job description

Nuveen is seeking an Analyst, Portfolio to provide licensed investment and analytical support for Individual/Trust Account Portfolio Managers. You’ll perform economic, market and industry analysis to inform wealth management decisions and align client objectives with portfolio decisions.

You will interact with clients through portfolio reporting, trading verification, and participation in client meetings, ensuring adherence to investment policy statements and regulatory requirements.