Client Portfolio Manager, Content

Chicago, IL (On-site)

$86K/yr – $108K/yrMid Level3+ years expFull time

Posted 6 weeks ago

Top 1% of applicants do these two things.

The other 99% submit and hope. You're about to do something different.

Job Summary

Own editorial and content operations for investment research and thought leadership, spanning weekly market pieces to quarterly performance commentaries, with cross-functional liaison to Marketing and Compliance and editorial support for CIO-level content.

  • Content Ownership: Editorially manage weekly to quarterly investment pieces and evergreen primers, ensuring accuracy and timely delivery.
  • Stakeholder Alignment: Coordinate with Marketing and Compliance and provide executive content support for CIOs and GIC materials.
  • Editorial & Logistics: Oversee sourcing, editing, layout, and review processes to meet tight deadlines.

Job Description

Responsibilities

  • Write, edit and/or review the following content: Weekly economic, market and/or asset class-specific pieces, including the CIO Weekly or others that may be created or assigned
  • Monthly performance commentaries for Nuveen equity, fixed income and real assets UCITS and/or Luxembourg funds
  • Monthly market or asset class updates to meet non-U.S. and/or institutional client-specific requests, such as global equities review/outlook for Japan
  • Quarterly performance commentaries for Nuveen mutual funds, closed-end funds, retail and/or institutional SMAs, CREF variable annuity accounts and other portfolios/strategies as assigned
  • Quarterly asset class reviews & outlooks, such as the Bond Market Review & Outlook, Equities Market Outlook or others that may be created or assigned
  • White papers, including evergreen subjects with annual updates (e.g., asset class primers), ad hoc economic, market, asset class and investment strategy themes, and other thematic thought leadership pieces as assigned
  • Internal-use materials, such as weekly market updates or talking points on current issues or topics relevant to client-facing business partners
  • As backup to the head of the CPM Content team for executive communications, provide direct editorial support to Nuveen CIO’s social media and Global Investment Committee (GIC) content as assigned
  • Liaise with Marketing and/or Compliance (via AdMaster submission review platform) as needed to ensure successful content outcomes
  • Perform editorial/logistical/project support (e.g., research, CPM self-produced layout) as assigned

Requirements

  • Educational Requirements - University (Degree) Preferred
  • 3+ Years Required; 5+ Years Preferred
  • FINRA Registrations - SRC Indicator: Series 7; Series 63
  • Minimum 3+ years in a writing and editing role at an asset manager or other investment/financial services firm
  • FINRA series 7 & 63 or ability to obtain within 6 months

Nice to have

  • 5+ years in a writing and editing role within an asset manager
  • Experience working in a fast-paced, deadline-driven environment
  • Demonstrated ability and comfort level to work with high-level investment professionals and senior executive management

Benefits

  • Total Rewards package designed to make a positive difference in the lives of our associates.
  • 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.

Nuveen, a TIAA company

4.1 Glassdoor

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.Disclosures: https://www.nuveen.com/social-media-information

Founded in 2015
New York, New York, USA
3.2K employees (135 in marketing)
73% recommend to a friend
100% CEO approval

Traffic Signals

Monthly Visitors
182.6K
Monthly Google Ads Budget
$22.2K
Traffic Source Mix
Search
41.1%
Direct
46.8%
Referral
9.5%
Social
0.8%
Paid
1.4%

Headcount Trend

Current headcount: ~3.2K

Marketing Team

Marketing Team Size
117 (4% of company)
Median Career Experience
19 years
Median Tenure
5.4 years
Marketing Roles Posted (Last 30 Days)
1

Funding

Total Funding
$1.4B
Last Raise
Private Equity, 12 months ago

Recent News