Head of Portfolio Strategy, Brooklyn Investment Group

TIAA • New York, NY

1d • Onsite

About The Position

A senior quant leader to scale the analytical processes for client portfolio management of our Separately Managed Accounts (SMA) business. This role owns the design and execution of portfolio structuring, risk management oversight and PM-adjacent servicing workflows and serves as a key partner to Portfolio Managers, Engineering, and Client Service leadership. Portfolio Strategists are an extension of our quantitative Portfolio Management function ensuring that clients get sophisticated analytical support as part of their relationship with Brooklyn from Nuveen. 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 www.nuveen.com to learn more about us.

Requirements

• University (Degree) Preferred
• 5+ Years Required Work Experience

Nice To Haves

• 7+ Years Preferred Work Experience

Responsibilities

• Develop and execute processes to scale portfolio surveillance and risk management
• Create processes and supervise the maintenance of client-directed model portfolios, asset allocation models and custom alpha signals
• Provide leadership in the development and oversight of the Portfolio Strategist team
• Structure and approve client mandates; supervise Portfolio Strategist in the same function
• Direct limited client portfolio actions (e.g., cash flows, start/stop trade, corporate actions)
• Review and grant exceptions for requests that fall outside the traditional account parameters
• Define and maintain policies for portfolio actions and exceptions
• Leverage and contribute to Brooklyn’s simulation infrastructure to create custom portfolio analyses and proposals
• Review account performance and performance attribution with clients and their investment committees
• Present to clients and prospects as a senior member of the Portfolio Management team

Benefits

• A comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
• Superior retirement program
• Highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees