Strategic Portfolio Analyst | Analytics & Client Insight

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

Job summary

Nuveen is seeking a Portfolio Strategy Analyst in New York to become an expert on portfolio analytics and client service while growing toward a client-facing Portfolio Strategist role. You will generate analytics, maintain the analytics suite, train new hires, and lead projects that evolve the team’s services, leveraging collaboration across stakeholders and our technology partner.

The role emphasizes analytical rigor, portfolio construction concepts, and ongoing development toward CFA path,

Qualifications

• University degree preferred.
• No experience required.
• Familiarity with CFA path is desirable.
• Strong technical skills across portfolios/platforms and collaboration across teams.

Responsibilities

• Generate portfolio analytics reports and synthesize strengths, risks, and improvement ideas.
• Develop and maintain Nuveen’s portfolio analytics suite with key stakeholders.
• Train new hires on portfolio consulting best practices and using technology to deliver investment advice.
• Become an expert in portfolio construction concepts and apply them to client service.
• Lead projects supporting the 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/Analysis

Investments

Investment Strategy Acumen

Programming

Education

University Degree Preferred

Job description

Nuveen is seeking a Portfolio Strategy Analyst in New York to become an expert on portfolio analytics and client service while growing toward a client-facing Portfolio Strategist role. You will generate analytics, maintain the analytics suite, train new hires, and lead projects that evolve the team’s services, leveraging collaboration across stakeholders and our technology partner.

The role emphasizes analytical rigor, portfolio construction concepts, and ongoing development toward CFA path,