Analyst, Muni Client Portfolio Manager

TIAA•Chicago, IL

About The Position

The Client Portfolio Manager, Muni supports the firm's institutional taxable municipal clientele. This role is specifically designed for an individual who will develop into a fixed income subject matter expert with a deep specialization in the taxable municipal bond market. It is important that candidates understand this is an institutional client-facing role with a focused mandate in the taxable municipals space. Working independently with general supervision, this position is responsible for fielding questions from external institutional clients, compiling portfolio information, and drafting portfolio and market presentations. Due to the international nature of this role, occasional participation in client calls during non-business hours, including evenings, may be required from time to time over the course of each quarter, but is not a routine weekly expectation.

Requirements

Minimum 2+ years of fixed income experience
FINRA series 7 and series 63 or the ability to obtain within 180 days from start date

Nice To Haves

3+ years of municipal fixed income experience
Genuine interest in and enthusiasm for the quantitative aspects of financial markets, with an intellectual curiosity for data-driven analysis as it pertains to fixed income and the taxable municipal bond market.
Demonstrated ability to manage multiple priorities simultaneously while collaborating effectively across teams and with both internal and external stakeholders in a fast-paced, client-driven environment.
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

Responsibilities

Supports existing institutional clients by responding to inbound account-level inquiries as they concern portfolio holdings, performance, performance attribution, and the broader macro and fixed income environment, with particular emphasis on the taxable municipal bond market.
Creates, analyzes, and reviews prospective client portfolios and communicates the various aspects of portfolio implementation, drawing on deep expertise in taxable municipal fixed income strategies.
Maintains and supports relationships internally with Portfolio Managers, Research, and Trading teams, reviewing account-level information regarding portfolio details such as holdings, performance, and performance attribution.
Supports partnerships with Marketing by reviewing and assisting with content creation, ensuring accuracy and relevance as it pertains to taxable municipal fixed income.
Prepares and assembles client presentation decks for both existing client meetings and prospective client engagements, ensuring materials are thorough, accurate, and reflective of the firm's taxable municipal fixed income capabilities.
Participates in both client and prospective client calls and presentations, serving as a subject matter expert in the taxable municipal fixed income space, with occasional after-hours availability required from time to time given the international nature of the client base.
Coordinate and complete month-end and quarter-end deliverables, ensuring accuracy and meeting deadlines.

Benefits

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.

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