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Investment Management
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Nuveen
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Company Overview: 


Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.

 

 

 

Key Responsibilities: 

 

  • Serve as an internal “Product Specialist” supporting the Institutional and retail distribution teams. This may include overseeing RFP responses, creating product materials and acting as a liaison for requests coming to NWQ via all channels.

  • Serve as support for the Sales and Services team responding to requests from institutional clients as well request for information for NWQ’s products and services

  • Serve as support for the Client Portfolio Management and Wholesale Network teams (e.g., putting together presentations, request for information and general administrative requests, etc.)
  • Compiling data and metrics; designing and preparing reports across the complex (Excel competencies should include VLOOKUPs, PivotTables, as well as additional IF and aggregation functions (SUMIF, COUNTIF, etc.)
  • Coordinating project deliverables
  • Assisting in development/preparation of meeting materials and communications
  • Maintaining regulatory documents/reports, if applicable (i.e., FINRA)

 

 

 

Qualifications: 

 

Required

  • Undergraduate degree from an accredited university or college
  • Minimum of 2 years of related experience
  • Series 7, 63 or the ability to obtain within three months of employment with NWQ

Desired

 

  • 5+ years of related experience
  • Experience with Microsoft Office Products (Excel, Word, PowerPoint, and Visio). Excel competencies should include VLOOKUPs, PivotTables, as well as additional IF and aggregation functions (SUMIF, COUNTIF, etc)
  • Ability to acquire, combine, and analyze complex data sets from various sources to generate business insights
  • Technically strong with CRMs and systems; experience with Bloomberg, Charles River, Sales Page and Microsoft CRM highly preferred
  • Must be adaptable and willing to handle administrative tasks as assigned
  • Background in financial services, investments, or capital markets preferred
  • Knowledge of Excel macros, Databases, and SQL is a plus
  • Analytical, problem solving, time management, and organizational skills
  • Capability to work independently and demonstrate urgency in a fast paced environment
  • Verbal and written communication skills, able to influence and converse with, and present to field leadership 

 

 

 


Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law

 

If you need assistance applying due to being visually or hearing impaired, please email Careers Help.
 
We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

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