Investment Oversight Analyst

Investment Oversight
The role supports the oversight of taxable fixed income fund products and involves diverse activities including the collection, aggregation, analysis and reporting of performance, performance attribution and risk management data. This role is part of a team with highly visible activities related to investment team oversight, Board of Directors reporting, and active contributions to new product and product management projects.
Key Responsibilities and Duties

• Serve as a subject matter expert responsible for relationship management and oversight of taxable fixed income investment teams and strategies
• Evaluate and monitor fund/strategy performance including quarterly performance and risk reviews with portfolio managers, research analysts and CIOs
• Prepare quarterly and annual Board materials and present findings to various audiences
• Develop clear and concise reports and analysis for a variety of strategies, and present findings to various audiences
• Research and report on developing strategy trends
• Conduct manager capability assessments of assigned investment teams through evaluation of process, performance and other factors; perform due diligence on new investment managers and strategies
• Support Product Development & Management partners as necessary including manager due diligence and policy/guideline implementation
• Partner with Nuveen Investment Risk to review and interpret investment risk data

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Required:

• 3+ years of direct experience involving portfolio management, risk management, securities research and/or manager research and due diligence.

Preferred:

• 5+ years of direct experience involving portfolio management, risk management, securities research and/or manager research and due diligence.
• University Degree

Related Skills

Analytical Skills, Asset Class Expertise, Capital Markets, Communication, Consultative Communication, Continuous Improvement Mindset, Data Analysis, Due Diligence, Executive Presence, Financial Markets, Financial Risk Management, Nuveen Products/Services Acumen, Product Performance/Improvement Monitoring, Story Telling, Technical Writing

Anticipated Posting End Date:

2025-08-02

Base Pay Range: $93,400/yr - $136,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

_____________________________________________________________________________________________________

Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about 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: [email protected]

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.