Sr. Director – Client Portfolio Manager – CLO-Institutional
| Company | TIAA |
|---|---|
| Location | San Francisco, CA, USA, Chicago, IL, USA, Charlotte, NC, USA, New York, NY, USA |
| Salary | $125600 – $180000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior, Expert or higher |
Requirements
- Minimum of 5-10 years of experience in the asset management industry
- Strong understanding of CLOs
- Excellent written communication skills
- Ability to prioritize and manage multiple projects independently and simultaneously
- Entrepreneurial mindset and strong client service and sales orientation
Responsibilities
- Supports and educates Nuveen sales for CLO-related meetings
- Participates in CLO-related prospect and client meetings with Nuveen sales
- Leads educational meetings for prospects and internal Nuveen sales
- Drives connectivity with investor relations, marketing, business development, and distribution teams across the broader organization
- Tracks and manages FAQs from clients
- Works with CLO Investor Relations team to identify conferences, roundtables and speaking events and represent the Nuveen CLO platform at such events
- Provides input on and content for marketing materials, white papers, RFPs and client communications for new business and existing clients
- Stays informed on markets, opportunities, dislocations, research etc. in structured credit
Preferred Qualifications
- Minimum of 10+ years experience in the asset management industry
- Bachelor’s degree from an accredited four-year university; CFA, MBA (or progress toward) a plus