The Director- Client Portfolio Manager, Muni-NEFI supports activities within municipal investment products and the client portfolio management for municipal strategies by ensuring timely, accurate, and accessible performance information is available to the Investment Team, internal business partners, and outside clients. Working independently with general supervision, this role is responsible for supporting portfolio-level metrics and performance attribution, assisting with RFP requests, and serving as a resource for both internal stakeholders and external clients seeking to understand municipal strategy performance.
Key Responsibilities and Duties
Supports the Investment Team and internal business partners by compiling and analyzing portfolio-level metrics, performance data, and attribution analysis, and communicating findings in a clear and succinct manner to both internal audiences and external clients as needed.
Assists with the preparation and completion of RFP requests, coordinating with portfolio management, research, and operations to ensure responses are accurate, thorough, and delivered in a timely manner.
Supports performance attribution efforts across municipal strategies, including the ability to clearly articulate attribution results to investment team members, sales, and outside clients in a meaningful and digestible way.
Maintains and supports relationships with client portfolio managers, sales teams, and internal business partners by providing account-level information regarding portfolio holdings, performance metrics, and relevant analytics as needed.
Responds to questions from external clients and internal stakeholders regarding municipal fund offerings, working cross-functionally with portfolio management, research, and operations to address specific inquiries.
Assists in reviewing and updating marketing materials as appropriate in support of municipal strategy positioning.
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level: 6IC
Required Qualifications
2+ years of municipal fixed income and/or fixed income attribution experience
Preferred Qualifications
3+ years of municipal performance attribution experience
RFP experience
Working knowledge of Bloomberg & InvestorTools
Strong communication skills
Familiarity with fixed income markets
Related Skills
Business Development
Capital Markets
Collaboration
Consultative Communication
Detail-Oriented
Executive Presence
Fixed Income Investments
Influence
Innovation
Market/Industry Dynamics
Nuveen Products/Services Acumen
Product Marketing
Product Mix/Distribution Model
Product Value Proposition
Relationship Management
Research Synthesization
Story Telling
Technical Writing
Anticipated Posting End Date
2026-06-06
Base Pay Range
$92,200/yr - $129,000/yr
Benefits and Total Rewards
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf).
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 (https://careers.tiaa.org/), and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters).
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug‑free and smoke‑free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy).
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy).
For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice).
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public
uveen-eu-uk-privacy).
Nondiscrimination & Equal Opportunity Employment
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf).
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Director – Municipal Performance Attribution Analyst
Teachers Insurance and Annuity Association of America, Chicago, IL, USA
Pay: $92,200-$129,000/yr
Job type: Full Time