Head of Portfolio Strategy, Brooklyn Investment Group

TIAA • New York, NY

1d • Onsite

About The Position

This role is for a senior quant leader responsible for scaling the analytical processes for client portfolio management within the Separately Managed Accounts (SMA) business. The position involves owning the design and execution of portfolio structuring, risk management oversight, and PM-adjacent servicing workflows. It serves as a key partner to Portfolio Managers, Engineering, and Client Service leadership. Portfolio Strategists, in this context, extend the quantitative Portfolio Management function, providing sophisticated analytical support to clients in their relationship with Brooklyn from Nuveen.

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

• 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