Senior Municipal Fixed-Income Portfolio Strategist

TIAA; Chicago (IL); On-site; USD 95,000 - 150,000; Full time

Job summary

Nuveen is seeking a Client Portfolio Manager, Municipal, to support municipal investment products and client portfolio management across our municipal fixed income platform, serving a diverse client base that includes high-net-worth and retail investors.

You will be the product expert for Nuveen's municipal solutions and collaborate with investment and distribution teams, addressing inquiries and presenting performance and attribution insights to clients.

Qualifications

• 3+ years of experience in capital markets.
• Series 7 and Series 63 licenses, or ability to obtain within 180 days.
• University degree preferred.

Responsibilities

• Respond to inbound account-level inquiries concerning portfolio holdings, performance, and attribution.
• Create, analyze, and review prospective client portfolios and discuss portfolio implementation.
• Collaborate with Portfolio Managers, Research, and Trading on portfolio details and attribution.
• Review content with Marketing to ensure accuracy for the municipal complex.
• Participate in client calls and presentations, educating clients on Nuveen's municipal products.
• Support asset-raising efforts with the sales team and address product inquiries.

Skills

Capital Markets

Fixed Income

Municipal Securities

Client Presentation

Communication Skills

Relationship Management

Market Analysis

Storytelling

Technical Writing

Education

University (Degree) Preferred

Job description

Nuveen is seeking a Client Portfolio Manager, Municipal, to support municipal investment products and client portfolio management across our municipal fixed income platform, serving a diverse client base that includes high-net-worth and retail investors.

You will be the product expert for Nuveen's municipal solutions and collaborate with investment and distribution teams, addressing inquiries and presenting performance and attribution insights to clients.