TIAA
Collateralized Loan Obligations (CLO's), Senior Client Portfolio Managers - Nuve
TIAA, San Francisco, California, United States, 94199
Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role in the management and growth of clients in the firm’s CLOs and CLO Funds. They are embedded in and serve as an integrated member of Nuveen’s Structured Credit team that has a cycle-tested track record of managing CLOs and investing in CLO securities. Responsibilities will cover a wide range of tasks, from liaising with clients (written and verbal) and communicating market views to creating and managing marketing collateral. The ideal candidate should have a strong understanding of CLOs and possess excellent communication and organizational skills. The candidate should also have experience developing and enhancing marketing content that includes, but is not limited to, presentations, whitepapers, RFP/DDQ responses. Nuveen Global Fixed Income (“Nuveen GFI”) is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum of the fixed income markets. This fully integrated team of more than 200 investment professionals, including one of the largest research teams in the world, is guided by a long heritage of successful performance outcomes and risk control for our clients. Nuveen GFI is seeking a senior CLO CPM to support the ongoing growth of our CLO business.
Key Responsibilities and Duties CLO CPMs shoulder a multi-faceted set of responsibilities. Their key duties include: Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, providing technical sales support, and acting as a primary point of contact for clients. Marketing Collateral: Providing input on and content for marketing materials, white papers, RFPs and client communications for new business and existing clients. • Speaker Events: Working with CLO Investor Relations team to identify conferences, roundtables and speaking events and represent the Nuveen CLO platform at such events. Liaising with internal partners: Partnering with technology, compliance, legal, operations, portfolio management, trading, and other internal partners to evaluate and enhance client collateral and educate internal sales teams on the asset class. Ensuring compliance with regulations: Collaborating with Compliance to streamline existing review processes and identify/resolve potential indenture breaches. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63 Physical Requirements Physical Requirements: Sedentary Work
Career Level 8IC
#J-18808-Ljbffr
Key Responsibilities and Duties CLO CPMs shoulder a multi-faceted set of responsibilities. Their key duties include: Client Engagement: Maintaining relationships with internal institutional and wealth sales channels, responding to product information requests, providing technical sales support, and acting as a primary point of contact for clients. Marketing Collateral: Providing input on and content for marketing materials, white papers, RFPs and client communications for new business and existing clients. • Speaker Events: Working with CLO Investor Relations team to identify conferences, roundtables and speaking events and represent the Nuveen CLO platform at such events. Liaising with internal partners: Partnering with technology, compliance, legal, operations, portfolio management, trading, and other internal partners to evaluate and enhance client collateral and educate internal sales teams on the asset class. Ensuring compliance with regulations: Collaborating with Compliance to streamline existing review processes and identify/resolve potential indenture breaches. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63 Physical Requirements Physical Requirements: Sedentary Work
Career Level 8IC
#J-18808-Ljbffr