Portfolio Client Analyst - Nuveen Natural Capital | Chicago, IL, USA

Portfolio Client Analyst - Nuveen Natural Capital

{"description": "Nuveen Natural Capital is a land-focused asset management platform. Combining expertise across farmland, timberland and ecological restoration investment specialists, we have 40 years of land-based investing experience. With $13.1B of assets under management and 3 million acres across over 580 properties in 11 countries1, our platform is equipped to deliver investment solutions to protect and enhance nature, climate and people.

The position is a Portfolio Client Analyst located in Chicago, Illinois which is involved in Nuveen Natural Capital's client servicing and distribution function. The position will support investor relations on new and existing products, research and managing relationships with Nuveen's distribution teams and work closely with the broader global Nuveen Natural Capital team. The position will report directly to the Head of Client Service and Distribution who resides in the Chicago office and may require some travel.

Key Responsibilities and Duties

• Working with the Nuveen Natural Capital Client Service and Distribution team to create and progress sales plan with Nuveen distribution in each region/country.
• Coordinate all deliverables for prospect meetings with Nuveen distribution.
• Lead the development of investment presentations and coordinate compliance approval.
• Track and progress investor feedback/interactions. - Assist with follow up from prospect and investor meetings.
• Utilize SalesForce, Preqin, eVestment, and other applications to research target institutional prospects, globally.
• Coordinate answers to general queries and DDQs from prospects and investors.
• Coordinate client due diligence meetings and asset site tours. - Build knowledge of natural capital as an asset class, the Nuveen Natural Capital platform, strategies and mandates.
• Liaise with Nuveen Marketing on Nuveen Natural Capital marketing materials.
• Develop relationships with Nuveen distribution, product, marketing and client services as well as internal NNC relationships with business unit leaders and the broader Portfolio Management Team.
• Maintain complete documentation for all product related activities and ensure they are saved in Sharefile.
• Provide a progress log of client activity and feedback.
• Implement internal team efficiencies, as appropriate.
• Support broader Portfolio Management team initiatives.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

6IC

Required Qualifications:

• Minimum of 2+ years of institutional distribution or institutional client services experience

Preferred Qualifications:

• 3+ years of institutional distribution or institutional client services experience
• Ability to communicate effectively with distribution and client service teams, prospects and investors
• Strong analytical skills with attention to detail
• Well versed in Microsoft Excel, PowerPoint, and Word
• Interest in specializing in natural capital
• Display strong initiative

Related Skills

Asset/Investment Modeling, Business Development, Client Relationship Management, Communication, Consultative Communication, Executive Presence, Financial Acumen, Financial Modeling, Investor Relationship Management, Market/Industry Dynamics, Natural Capital Investments, Portfolio Management

Anticipated Posting End Date:

2026-04-24

Base Pay Range: $104,000/yr - $130,000/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.

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