Impact TFI Associate Portfolio Manager
- Type:
- Full Time
- Location(s):
- Charlotte, NC 28262, United States
- 730 3rd Avenue, New York, NY 10017, United States
- 8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
- Date Posted:
- Salary:
- Base Pay Range: $127,500/yr - $195,000/yr
- Job Posting End Date:
- 2025-05-26-07:00
- Job ID:
- R250400463
The Taxable Fixed Income Associate Portfolio Manager manages and monitors investment portfolios and transactions in an investment environment. While managing projects with some oversight from management, this job implements investment buying and selling strategies that deliver a business advantage and maximizes the client's investment portfolio.
Key Responsibilities and Duties
Develops and manages internal and external relationships with key business partners including Client Portfolio Management, Market and Sales teams.
Stays abreast of market conditions, trends, tax issues, and other factors affecting profitable performance.
Develops and maintains quantitative reports
Prepares and provides regular reports on the investment portfolio status for clients and management.
Assist PMs with monitoring portfolios across accounts
Work with other areas at Nuveen to resolve data integrity issues
Support impact investment team with various projects
Maintain impact database for team
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3+ Years Required; 5+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
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