Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Strategy Analyst

$89.2k - $106.1k

TIAA

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.
  • Help train Nuveen's new hires on the team's portfolio consulting offering and best practices when it comes to leveraging technology to deliver investment advice to clients.
  • Become an expert in portfolio construction concepts and connect these concepts into the service the team provides to clients.
  • Lead projects that support the continued evolution of the team's services.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • No Experience Required

Career Level 5IC

PREFERRED QUALIFICATIONS:
  • Desire to work towards CFA
  • Strong technical skills to work across portfolios/platforms and the ability to partner and collaborate across teams

Related Skills

Analytical Skills, Asset/Investment Modeling, Asset Allocation, Asset Management, Communication, Economic Analysis, Financial Risk Management, Forecasting, Investment Research/Analysis, Investments, Investment Strategy Acumen, Programming

Anticipated Posting End Date:
2026-11-02

Base Pay Range: $89,200/yr - $106,100/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 to learn more about us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

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 .

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.

Our full EEO & Non-Discrimination statement is on our , and you can read more about your rights and view government notices .

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:

Email:

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click .

For Applicants of TIAA Global Capabilities, click .

For Applicants of Nuveen residing in Europe and APAC, please click .
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Portfolio Strategy Analyst in New York, NY vacancy
  • $140k - $185k

     ...00 - $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Portfolio Strategy Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities... 
    Suggested
    Full time

    Career Launch AI

    New York, NY
    3 days ago
  • $150k - $180k

    Systematic Portfolio Strategy and Risk Analyst (NYC or Miami) Miami, Florida, United States; New York, New York, United States The Role We are seeking an exceptionally talented individual to join our Systematic Strategies Portfolio Strategy and Risk team as an Analyst.... 
    Suggested

    Schonfeld Strategic Advisors LLC

    New York, NY
    1 day ago
  • $70k - $105k

     ...Investment Strategy AnalystNew York, NYProShares now offers one of the largest lineups of...  ...motivated and talented Investment Strategy Analyst to join our dynamic team. As an...  ...risk measurement, strategy testing and portfolio construction issues.Prepare custom research... 
    Suggested
    Internship
    Work at office

    ProShares

    New York, NY
    18 hours ago
  • $105k - $195k

    Strategy and Deals New York- M&A Tech and Ops Associate and Senior Associate New York M&A Technology & Operations — Associate / Senior...  ...the core platforms this sector runs on (order management and portfolio accounting, custody and fund accounting, wealth and adviser platforms... 
    Suggested
    Work at office
    Worldwide
    Flexible hours

    Alpha Financial Markets Consulting

    New York, NY
    2 days ago
  • Step into the role of Associate, Acquisition Marketing, Paid Marketing Strategy, where you'll help drive profitable new client growth for J.P. Morgan Wealth Management through performance-first paid media. You'll work at the intersection of data, media, and creative strategy... 
    Suggested

    Testing Site - JPMC

    New York, NY
    1 day ago
  •  ...within the Mergers and Acquisitions group in New York. This role partners with the Head of Mergers and Acquisitions globally to drive strategy, budgeting, and analytics, collaborating with senior leaders to inform decisions and support growth. You will coordinate across... 

    JPMorgan Chase & Co.

    New York, NY
    4 days ago
  • $86k - $101k

     ...product-led growth initiatives, with a focus on growing Net Funded Accounts, Net Deposits, and Gold subscribers.As a Finance & Strategy Senior Analyst, Growth & Marketing, you will be a key Finance partner to the Growth and Marketing organizations, combining financial... 
    Work at office
    Flexible hours
    Shift work
    3 days per week

    Robinhood Financial

    New York, NY
    4 days ago
  • Goldman Sachs in New York, NY is seeking an Associate-level candidate to contribute to Firmwide Strategy through strategic transactions and partnerships. The role offers exposure to senior leadership and broad deal lifecycle involvement. Ideal candidates bring 3-5 years... 

    Goldman Sachs

    New York, NY
    1 day ago
  •  ...Location includes in-person and occasional NJ/Others, with a strong emphasis on cross-functional collaboration. You will work with the Corporate Development team to shape growth strategies, analyze opportunities, and prepare #J-18808-Ljbffr Jones Lang LaSalle Incorporated

    Jones Lang LaSalle Incorporated

    New York, NY
    3 days ago
  •  ...important work of your career. About the team The Finance and Strategy team is an integral thought partner to Stripe's core functional...  ...performance. What you'll do We're looking for a Finance and Strategy Analyst to join our growing teams on the Go-to-Market (GTM) and... 

    Stripe

    New York, NY
    3 days ago
  • $120k - $150k

     ...and financial planning. We are looking for an experienced Portfolio Analyst to join our investment team. This is a hands-on role with...  ...individual securities, sectors, ETFs, asset classes, and investment strategies. Conduct fundamental investment research, including... 
    Full time

    Wall Street Alliance Group

    New York, NY
    3 days ago
  • $100k - $120k

     ...client is a leading manager of alternative investment solutions, focusing on alternative credit strategies for individual investors. They seek a Valuation/Portfolio Analyst to join their Manhattan, NY office.ResponsibilitiesDevelop, maintain, complete, and analyze quarterly... 
    Work at office
    Remote work

    Abacus Group

    New York, NY
    6 days ago
  •  ...high-growth real estate investment platform is seeking an Analyst to join its growing Portfolio Management team. This is an opportunity for an early-...  ...professional to gain broad exposure across portfolio strategy, investment analysis, asset management, and transaction... 
    Full time

    Cobalt Recruitment

    New York, NY
    2 days ago
  • $125k - $160k

     ...I’m working on an exciting Portfolio Management opportunity with a well-established real estate investment firm in NYC. This role offers...  ...financial performance, investment analysis, and portfolio strategy Direct collaboration with Asset Management, Acquisitions, and... 
    Full time
    Work from home

    Mission Staffing

    New York, NY
    1 day ago
  •  ...Brand Name Hedge Fund in NYC looking to hire Senior Level Professional for Performance Analytics & Data Strategy Team. Targeting a candidate with 5+ years of experience, with strong Excel and problem solving skills. *Hands-on proficiency in Python for data analysis... 
    Full time

    Mission Staffing

    New York, NY
    1 day ago
  • $250k - $300k

     ...DescriptionBUSINESS OVERVIEWU.S. Bancorp Fixed Income, Currencies & Commodities (FICC) is building out a newly created Financial Risk & Strategy function to provide dedicated front-line risk management, financial resource management, and strategic oversight across the FICC... 
    Full time
    Local area

    US Bank

    New York, NY
    2 days ago
  • $120k - $150k

    We are seeking an Analyst and Modeler to partner closely with Portfolio Management, Portfolio Finance, Corporate Finance and Technology teams to design, develop...  ...and Europe and offers a broad range of real estate strategies across the risk/return spectrum to approximately 50... 
    Permanent employment
    Work at office
    Visa sponsorship
    3 days per week

    Solomon Page

    New York, NY
    4 days ago
  • Apollo Global Management is seeking a Summer Analyst in Product based in New York City. You will gain hands-on experience across fundraising strategy, investor communications, and product initiatives within the CPS team. The program runs for 10 weeks with potential full... 
    Full time
    Summer work
    Internship

    Apollo Global Management

    New York, NY
    1 day ago
  • $90k - $110k

     ...Portfolio Analyst At Fiera Capital, we invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and...  ...portfolios are being managed according to guidelines and firm's strategies. Assist team in allocating, booking and funding trades.... 
    Work at office
    Local area

    Fiera Capital

    New York, NY
    18 hours ago
  • $100k - $110k

     ...Portfolio Management AnalystNew YorkAbout Man GroupMan Group is a global alternative investment...  ...our single and multi-manager investment strategies are underpinned by deep research and...  ...ResponsibilitiesWe are seeking an Analyst to join our Portfolio Management group for... 
    Local area
    Flexible hours

    Man Group

    New York, NY
    1 day ago
  • $90k - $130k

     ...the RoleiCapital is seeking an Associate to join the Investment Strategy team and contribute to research across global public and...  ...intelligence. This role will work at the intersection of macro trends, portfolio strategy, private markets, and innovation within a fast-... 
    Full time
    Work at office
    Remote work
    Shift work

    iCapital Network

    New York, NY
    5 days ago
  • $100k - $170k

     ...foundations, financial advisors, and individuals. Petershill Strategies Overview Established in 2007, Petershill is a leading GP stake...  ...pipelineMonitor the performance and risk profile of existing portfolio investments Qualifications Minimum of 3 years of experience in... 
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    6 days ago
  • $100k - $180k

     ...dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global...  ...foundations, individuals and family offices.The Quantitative Investment Strategies (QIS) group is a market leader in quantitative portfolio... 
    Full time
    Temporary work
    Part time
    Internship

    Goldman Sachs

    New York, NY
    7 days ago
  • $125k - $175k

     ...manager specializing in innovative tax-aware investment strategies. Leveraging expertise in quantitative investment approaches...  ...is seeking a highly motivated and detail-oriented Portfolio Management Analyst to join our fast-growing firm. The Portfolio Management team... 
    Work at office

    Quantinno Capital Management LP

    New York, NY
    2 days ago
  • $85k - $160k

     ...IMPACTWe are seeking a quantitative strategist to join the Strategic and Quantitative Asset Allocation (SQAA) team within the Investment Strategy Group (ISG). The candidate will join a team of researchers and technologists to design cutting-edge investment strategies across... 
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    4 days ago
  • $110k

     ...Commercial Asset Management / Portfolio Analyst Location: New York, NY Schedule: Hybrid – 3 days in office Salary: $110,000 + 15%...  ...management plans, operating budgets, leasing and marketing strategies, and capital budgets. Conduct market analysis and support... 
    Work at office
    Local area

    Clarity Recruiting

    New York, NY
    4 days ago
  • Prominent, international law firm seeks a Senior Finance and Strategy Analyst This is a hybrid role, 3 days per week in midtown Manhattan The Senior Analyst plays a key role in delivering financial insight and analytical support across the organization. This position... 
    3 days per week

    Phyton Talent Advisors

    New York, NY
    2 days ago
  •  ...Actuary - Retail Annuity Pricing to lead the RA Product Development portfolio. You will supervise a team of 3-4 actuaries and oversee...  ...profitability and long‑term growth. In this role you will shape product strategy, monitor market trends and regulatory changes, and present... 

    New York Life

    New York, NY
    2 days ago
  •  ..., private credit, and real estate debt. Sitting within the core Portfolio Analytics function, this pivotal role drives the risk infrastructure and quantitative modeling for the firm’s liquid strategy vehicles. This is a high-visibility, high-ownership position that interfaces... 
    Full time

    Private Credit Firm

    New York, NY
    2 days ago
  • Trillium Trading, a leading proprietary trading firm, seeks experienced traders who are ready to scale profitable strategies in US equities and US options. This is not an entry-level role; you must show a verifiable track record and discipline to manage risk while leveraging... 

    Trillium Trading

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Strategy Analyst. Be the first to apply!