Portfolio Strategy AnalystThe 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 ExperienceCareer Level5IC
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).
Benefits and Total RewardsThe 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 Benefits Summary.
