Institutional Sales Analyst

The Analyst works closely with senior sales professionals, relationship managers, and associates providing day to day support in their sales and relationship management goals. Analysts have a comprehensive knowledge of the distribution teams’ assigned territory business plans, client service plans and marketing campaigns.

The primary purpose of the role is to provide sales and relationship management support to the entire Institutional Distribution Team.

Key Responsibilities and Duties

• Partner with designated senior sales and relationship managers by providing follow-up and sales/relationship management support.
• Coordinate targeted outreach campaigns to clients and prospects.
• Assist in sales and cross selling initiatives and transactions with senior managers.
• Review industry publications such as iiSearches and FundFire on a daily basis to stay informed on industry trends and opportunities.
• Proficiently utilize applications such as Sales Force, eVestment Alliance, MMD and Preqin for meeting preparation, activity & pipeline capture, to run competitive analysis of products.
• Responsible for effectively partnering with colleagues across channels and affiliate investment firms to promote one Team value system and serve shared clients effectively.
• Contributes to overall Institutional team with sales and client service ideas, best practices and learned industry knowledge.
• Responsible for a core competence of Nuveen products and the Nuveen story.
• Coordinate or participate in special projects as assigned.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC