Portfolio Client Analyst – Nuveen Natural Capital
Nuveen Investments, Chicago, IL, United States
Job Summary
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 countries, our platform is equipped to deliver investment solutions to protect and enhance nature, climate and people.
Key Responsibilities and Duties
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.
Educational Requirements
University (Degree) Preferred
Work Experience
2 Years Required; 3 Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level: 6IC
Required Qualifications
Minimum of 2 years of institutional distribution or institutional client services experience
Preferred Qualifications
3 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
Related Skills: Asset/Investment Modeling, Business Development, Client Relationship Management, Communication, Consultative Communication, Executive Presence, Financial Acumen, Financial Modeling, Investor Relationship Management, Market/Industry Dynamics, Natural Capital Investments, Portfolio Management
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. To learn more about your benefits, please review our Benefits Summary.
Base Pay Range: $104,000/yr – $130,000/yr. Actual base salary may vary based on relevant experience, time in role, internal peers, performance, business sector and location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace.
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Key Responsibilities and Duties
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.
Educational Requirements
University (Degree) Preferred
Work Experience
2 Years Required; 3 Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level: 6IC
Required Qualifications
Minimum of 2 years of institutional distribution or institutional client services experience
Preferred Qualifications
3 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
Related Skills: Asset/Investment Modeling, Business Development, Client Relationship Management, Communication, Consultative Communication, Executive Presence, Financial Acumen, Financial Modeling, Investor Relationship Management, Market/Industry Dynamics, Natural Capital Investments, Portfolio Management
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. To learn more about your benefits, please review our Benefits Summary.
Base Pay Range: $104,000/yr – $130,000/yr. Actual base salary may vary based on relevant experience, time in role, internal peers, performance, business sector and location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Drug and Smoking Policy TIAA maintains a drug-free and smoke-free workplace.
#J-18808-Ljbffr