Multi-Asset Portfolio Strategist

TIAA•Chicago, IL

1d•$114,000 - $143,000•Onsite

About The Position

Portfolio Strategy Group provides portfolio-level, cross-asset support for Nuveen's institutional and wealth clients. Working across Nuveen's investment platform and partnering with product, distribution, and investment teams, this role translates investment insights into actionable portfolio solutions. The Portfolio Strategist serves in a highly visible, client-facing capacity, engaging directly with wealth advisors, intermediary clients, and key client relationships. This individual will be responsible for delivering portfolio advice, market perspectives, and customized investment solutions while helping clients navigate complex investment decisions.

Requirements

3+ Years Required
FINRA Registrations: Series 7; Series 63
Sedentary Work

Nice To Haves

University (Degree) Preferred
5+ Years Preferred
CFA preferred or working towards completion
Client facing experience with a US Wealth Manager
Bloomberg Analytics proficiency a plus

Responsibilities

Serve as a trusted partner to wealth advisors on portfolio construction, asset allocation, and investment strategy.
Participate in client meetings, advisor presentations, and portfolio review discussions.
Present portfolio recommendations and market insights to wealth advisor audiences.
Partner with distribution teams to support client engagement and business development opportunities.
Translate complex investment concepts into clear, actionable guidance for clients and advisors.
Represent the team through thought leadership, webinars, conferences, and other client-facing events.
Contribute to investment research, market commentary, and portfolio strategy thought leadership.
Partner across the organization to influence portfolio solutions, client outcomes, and strategic initiatives.