The Director- Client Portfolio Manager, Muni-NEFI supports activities within municipal investment products and the client portfolio management for municipal strategies by ensuring timely, accurate, and accessible performance information is available to the Investment Team, internal business partners, and outside clients. Working independently with general supervision, this role is responsible for supporting portfolio-level metrics and performance attribution, assisting with RFP requests, and serving as a resource for both internal stakeholders and external clients seeking to understand municipal strategy performance.
Key Responsibilities and Duties- Supports the Investment Team and internal business partners by compiling and analyzing portfolio-level metrics, performance data, and attribution analysis, and communicating findings in a clear and succinct manner to both internal audiences and external clients as needed.
- Assists with the preparation and completion of RFP requests, coordinating with portfolio management, research, and operations to ensure responses are accurate, thorough, and delivered in a timely manner.
- Supports performance attribution efforts across municipal strategies, including the ability to clearly articulate attribution results to investment team members, sales, and outside clients in a meaningful and digestible way.
- Maintains and supports relationships with client portfolio managers, sales teams, and internal business partners by providing account-level information regarding portfolio holdings, performance metrics, and relevant analytics as needed.
- Responds to questions from external clients and internal stakeholders regarding municipal fund offerings, working cross-functionally with portfolio management, research, and operations to address specific inquiries.
- Assists in reviewing and updating marketing materials as appropriate in support of municipal strategy positioning.
Educational Requirements- University (Degree) Preferred
Work Experience- 2+ Years Required; 3+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level6IC
Required Qualifications:
- 2+ years of Municipal Fixed Income experience
Preferred Qualifications:
- 3+ years of municipal performance attribution experience
- RFP experience
- Working knowledge of Bloomberg & InvestorTools
- Strong communication skills
- Familiarity with fixed income markets
Related Skills
Business Development, Capital Markets, Collaboration, Consultative Communication, Detail-Oriented, Executive Presence, Fixed Income Investments, Influence, Innovation, Market/Industry Dynamics, Nuveen Products/Services Acumen, Product Marketing, Product Mix/Distribution Model, Product Value Proposition, Relationship Management, Research Synthesization, Story Telling, Technical Writing
Anticipated Posting End Date:2026-05-15
Base Pay Range: $92,200/yr - $129,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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