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As a private asset manager with more than 100 years of service to clients, Nuveen brings together two great legacies to help investors around the world succeed. Our parent, TIAA, pioneered retirement plans for teachers and other non-profit institutions, and Nuveen helped build America's infrastructure through municipal finance.
To best serve our clients and help them reach their outcome goals, we have created a unique structure that offers the scale of a large firm and the specialist expertise of investment affiliates with independent processes and cultures. And we lead by example, often investing alongside our clients. Our standout capabilities include generating income for retirement, real assets, alternatives and responsible investing.
Diversity of thought, people and investment products is critical to our clients' investment success – and to our own. Every employee brings a unique background and expertise that adds to our world view and expands our capabilities. This diversity is what empowers Nuveen to deliver outcomes aligned with each client's needs and values.
Key responsibilities will include:
Market and prospect research e.g. via Mandatewire and Preqin Monitoring Salesforce data completeness e.g. ongoing client and prospect relationships Monitoring consultant databases for completeness End to end request organization (e.g. project management of client take on process with legal, compliance etc.) Assist with internal stakeholder updates e.g. pipeline calls Meeting preparation (collating background information on previous meetings and prospect/client info)
Presentation and diary coordination
Attend weekly UK team meetings, minute, and ensure all follow ups are actioned
Travel and expense assistance
Manage Seismic, the intenal presentation portal Be the distribution lead regarding even co-ordination in conjunction with Marketing Build, maintain, and manage an affiliate trip calendar
Technical Skills & Qualifications Required
Organised Pro active Excellent communicator Owner-operator of all tasks
Some understanding of investment products
Competencies Required Fully proficient in Microsoft Word, Powerpoint, Excel
Experience in using Salesforce Experience in using Mandatewire (not essential) Asset management background preferred