Portfolio Strategy Analyst The Portfolio Strategy Analyst role is exists at the intersection of investments, client engagement and thought leadership. This individual will become an expert on portfolio analytics and client service while growing towards a client-facing Portfolio Strategist role.
Key Responsibilities and Duties- Generate portfolio analytics reports and synthesize portfolio strengths, potential risks, and ideas for improvement inline with the client's stated goals and constraints.
- Manage the ongoing development of Nuveen's portfolio analytics suite, working alongside key stakeholders and our 3rd party technology partner, to ensure maintenance and enhancement requests are implemented in a timely manner and without interruption of our portfolio consulting services.
- Help train Nuveen's new hires on the team's portfolio consulting offering and best practices when it comes to leveraging technology to deliver investment advice to clients.
- Become an expert in portfolio construction concepts and connect these concepts into the service the team provides to clients.
- Lead projects that support the continued evolution of the team's services.
Educational Requirements- University (Degree) Preferred
Work Experience Career Level 5IC
PREFERRED QUALIFICATIONS:
- Desire to work towards CFA
- Strong technical skills to work across portfolios/platforms and the ability to partner and collaborate across teams
Related 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
Anticipated Posting End Date:2026-11-10
Base Pay Range: $89,200/yr - $106,100/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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Company Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit to learn more about us.
Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our .
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
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