Director – Municipal Performance Attribution Analyst

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

Compile and analyze portfolio‑level metrics, performance data, and attribution analysis, and communicate findings in a clear and succinct manner to both internal audiences and external clients as needed.

Prepare and complete RFP requests, coordinating with portfolio management, research, and operations to ensure responses are accurate, thorough, and delivered in a timely manner.

Support 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.

Maintain and support 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.

Respond 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.

Assist 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

Salary
Base Pay Range: $92,200/yr – $129,000/yr. Actual base salary may vary based on relevant experience, time in role, internal peer comparability, prior performance, business sector, and geographic location. The compensation package may also include incentive programs linked to performance.

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.

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. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the options below:

Phone: (800) 842‑2755

Email: accessibility.support@tiaa.org

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