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:
- 2025-07-15-07:00
- 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
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.