Distribution Analyst

Nuveen Services • Chicago, IL

290d • $20 - $50

About The Position

The Distribution Analyst works within the sales function of the organization to gain communication and organizational skills through proactive phone work and expense management. This job learns and builds the foundational blocks of how the asset management business operates and is provided with opportunities for growth and development.

Requirements

• Bachelor's Degree Preferred
• No Experience Required; 2+ Years Preferred
• Interest in obtaining FINRA licensing.

Nice To Haves

• 2+ years in Financial Services experience.
• Prior Financial Services internship experience.

Responsibilities

• Schedules calls to existing clients and prospects in a proactive manner.
• Schedules appointments based on travel routes and focus lists, while keeping all shared notes and calendar invites organized and accessible.
• Reviews and submits expense reports to Finance, where accuracy and timeliness are key.
• Processes check requests for meeting reimbursement and charitable contributions.
• Orders literature for upcoming meetings or as a follow-up to Financial Advisor meetings.
• Updates meeting notes capture and updates in the customer relationship management system.
• Coordinates and facilitates conference calls, compliance reviews and updates weekly marketing packets.
• Aggregates team success stories, campaign feedback, seminars and COI event for reporting to leadership.
• Puts CUSIPs/par amounts or MF tickers into Excel for muni/matrix reviews.

Benefits

• Comprehensive Total Rewards package including retirement program and health, wellness, and work-life offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree