Portfolio Strategy Analyst

TIAA•New York, NY

1d•$89,200 - $106,100•Onsite

About The Position

The Portfolio Strategy Analyst role is exists at the intersection of investments, client engagement and thought leadership. This individual will become an expert on portfolio analytics and client service while growing towards a client-facing Portfolio Strategist role.

Requirements

University (Degree) Preferred
No Experience Required
Desire to work towards CFA
Strong technical skills to work across portfolios/platforms and the ability to partner and collaborate across teams
Analytical Skills
Asset/Investment Modeling
Asset Allocation
Asset Management
Communication
Economic Analysis
Financial Risk Management
Forecasting
Investment Research/Analysis
Investments
Investment Strategy Acumen
Programming

Responsibilities

Generate portfolio analytics reports and synthesize portfolio strengths, potential risks, and ideas for improvement inline with the client’s stated goals and constraints.
Manage the ongoing development of Nuveen’s portfolio analytics suite, working alongside key stakeholders and our 3rd party technology partner, to ensure maintenance and enhancement requests are implemented in a timely manner and without interruption of our portfolio consulting services.
Help train Nuveen’s new hires on the team’s portfolio consulting offering and best practices when it comes to leveraging technology to deliver investment advice to clients.
Become an expert in portfolio construction concepts and connect these concepts into the service the team provides to clients.
Lead projects that support the continued evolution of the team’s services.