Portfolio Strategy & Analytics Associate

TIAA; New York (NY); On-site; USD 89,000 - 106,000; Full time

Job summary

Nuveen is seeking a Portfolio Strategy Analyst to bridge investments, client engagement, and thought leadership. The role evolves toward a client-facing Portfolio Strategist, focusing on analytics, service delivery, and ongoing practice development.

The position emphasizes training, collaboration, and cross-portfolio expertise to support client goals while driving improvements in analytics tools and processes.

Qualifications

• University (Degree) Preferred
• No Experience Required

Responsibilities

• Generate portfolio analytics reports and synthesize portfolio strengths, risks, and ideas for improvement aligned with client goals and constraints.
• Manage ongoing development of Nuveen’s portfolio analytics suite with stakeholders and third-party tech partner to ensure timely enhancements.
• Help train Nuveen’s new hires on portfolio consulting offerings and best practices for delivering investment advice to clients.
• Become an expert in portfolio construction concepts and connect these concepts to the service provided to clients.
• Lead projects supporting the continued evolution of the team’s services.

Skills

Analytical Skills

Asset/Investment Modeling

Asset Allocation

Asset Management

Communication

Economic Analysis

Financial Risk Management

Forecasting

Investment Research

Investments

Investment Strategy

Programming

Education

University (Degree) Preferred

Job description

Nuveen is seeking a Portfolio Strategy Analyst to bridge investments, client engagement, and thought leadership. The role evolves toward a client-facing Portfolio Strategist, focusing on analytics, service delivery, and ongoing practice development.

The position emphasizes training, collaboration, and cross-portfolio expertise to support client goals while driving improvements in analytics tools and processes.