Collateralized Loan Obligations (CLO's), Senior Client Portfolio Managers - Nuveen, Structured Credit
- Type:
- Full Time
- Location(s):
- 8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
- Date Posted:
- Salary:
- Base Pay Range: $141,000/yr - $197,000/yr
- Job Posting End Date:
- 2025-09-07-07:00
- Job ID:
- R250300367
Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm’s CLOs and CLO Funds. They are embedded in and serve as an integrated member of Nuveen’s Structured Credit team that has a cycle-tested track record of managing CLOs and investing in CLO securities. Responsibilities will cover a wide range of tasks, from liaising with clients (written and verbal) and communicating market views to creating and managing marketing collateral. The ideal candidate should have a strong understanding of 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. 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 CLO CPM to support the ongoing growth of our CLO business.
Key Responsibilities and Duties
CLO CPMs shoulder a multi-faceted set of responsibilities. Their key duties include:
- Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, providing technical sales support, and acting as a primary point of contact for clients.
- Marketing Collateral: Providing input on and content for marketing materials, white papers, RFPs and client communications for new business and existing clients.
- • Speaker Events: Working with CLO Investor Relations team to identify conferences, roundtables and speaking events and represent the Nuveen CLO platform at such events.
- Liaising with internal partners: Partnering with technology, compliance, legal, operations, portfolio management, trading, and other internal partners to evaluate and enhance client collateral and educate internal sales teams on the asset class.
- Ensuring compliance with regulations: Collaborating with Compliance to streamline existing review processes and identify/resolve potential indenture breaches.
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
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.
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.
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.
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 below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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.
Read more about your rights and view government notices here.