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TIAA

Portfolio Strategy Analyst

New Yorkhybridmid

Posted today · via Workday

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About this role

Portfolio Strategy Analyst The Portfolio Strategy Analyst role is exists at the intersection of investments, client engagement and thought leadership. This individual will become an expert on portfolio analytics and client service while growing towards a client-facing Portfolio Strategist role. Key Responsibilities and Duties Generate portfolio analytics reports and synthesize portfolio strengths, potential risks, and ideas for improvement inline with the client’s stated goals and constraints. Manage the ongoing development of Nuveen’s portfolio analytics suite, working alongside key stakeholders and our 3rd party technology partner, to ensure maintenance and enhancement requests are implemented in a timely manner and without interruption of our portfolio consulting services.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

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