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Client Portfolio Manager, CLO-Institutional

Type:
Full Time
Location(s):
San Francisco, CA 94105, United States
Date Posted:
Salary:
Base Pay Range: $125,600/yr. - $180,000/yr.
Job Posting End Date:
2025-04-30-07:00
Job ID:
R250300367

Nuveen Global Fixed Income (“Nuveen GFI”) is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This fully integrated team of more than 200 investment professionals, including one of the largest research teams in the world, is guided by a long heritage of successful performance outcomes and risk control for our clients. Nuveen GFI is seeking a senior client portfolio manager to support the ongoing growth of our platform. The ideal candidate should have a strong understanding of collateralized loan obligations (CLOs) and possess excellent communication and organizational skills. The candidate should also have experience developing and enhancing marketing content that includes, but is not limited to, presentations, whitepapers, RFP/DDQ responses. 



Key Responsibilities and Duties

  • Supports and educates Nuveen sales for CLO-related meetings
    • Participates in CLO-related prospect and client meetings with Nuveen sales
    • Leads educational meetings for prospects and internal Nuveen sales
  • Drives connectivity with investor relations, marketing, business development, and distribution teams across the broader organization 
  • Tracks and manages FAQs from clients
  • Works with CLO Investor Relations team to identify conferences, roundtables and speaking events and represent the Nuveen CLO platform at such events
  • Provides input on and content for marketing materials, white papers, RFPs and client communications for new business and existing clients
  • Stays informed on markets, opportunities, dislocations, research etc. in structured credit

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 5+ Years Required; 7+ Years Preferred

FINRA Registrations

  • SRC Indicator: Series 7; Series 63

Physical Requirements

  • Physical Requirements: Sedentary Work


Career Level
8IC

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