Portfolio Client Analyst - Nuveen Natural Capital

TIAA • Chicago, IL

4d

About The Position

Nuveen Natural Capital is a land-focused asset management platform. Combining expertise across farmland, timberland and ecological restoration investment specialists, we have 40 years of land-based investing experience. With $13.1B of assets under management and 3 million acres across over 580 properties in 11 countries1, our platform is equipped to deliver investment solutions to protect and enhance nature, climate and people. The position is a Portfolio Client Analyst located in Chicago, Illinois which is involved in Nuveen Natural Capital’s client servicing and distribution function. The position will support investor relations on new and existing products, research and managing relationships with Nuveen’s distribution teams and work closely with the broader global Nuveen Natural Capital team. The position will report directly to the Head of Client Service and Distribution who resides in the Chicago office and may require some travel.

Requirements

• Minimum of 2+ years of institutional distribution or institutional client services experience
• Ability to communicate effectively with distribution and client service teams, prospects and investors
• Strong analytical skills with attention to detail
• Well versed in Microsoft Excel, PowerPoint, and Word
• Interest in specializing in natural capital
• Display strong initiative

Nice To Haves

• 3+ years of institutional distribution or institutional client services experience

Responsibilities

• Working with the Nuveen Natural Capital Client Service and Distribution team to create and progress sales plan with Nuveen distribution in each region/country.
• Coordinate all deliverables for prospect meetings with Nuveen distribution.
• Lead the development of investment presentations and coordinate compliance approval.
• Track and progress investor feedback/interactions.
• Assist with follow up from prospect and investor meetings.
• Utilize SalesForce, Preqin, eVestment, and other applications to research target institutional prospects, globally.
• Coordinate answers to general queries and DDQs from prospects and investors.
• Coordinate client due diligence meetings and asset site tours.
• Build knowledge of natural capital as an asset class, the Nuveen Natural Capital platform, strategies and mandates.
• Liaise with Nuveen Marketing on Nuveen Natural Capital marketing materials.
• Develop relationships with Nuveen distribution, product, marketing and client services as well as internal NNC relationships with business unit leaders and the broader Portfolio Management Team.
• Maintain complete documentation for all product related activities and ensure they are saved in Sharefile.
• Provide a progress log of client activity and feedback.
• Implement internal team efficiencies, as appropriate.
• Support broader Portfolio Management team initiatives.

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.

What This Job Offers

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