Director, Assistant Portfolio Manager

Posted 7 Days Ago
Be an Early Applicant
5 Locations
Hybrid
164K-195K Annually
Senior level
Fintech • Financial Services
Together, we fight to ensure a more secure future for millions more Americans.
The Role
Lead portfolio management for a semi-liquid Farmland Fund, overseeing acquisitions, asset management, leverage strategy, valuations, financial modeling, investor reporting, fundraising, and board/investor meetings. Collaborate with regional farmland teams and cross-functional partners to implement investment strategy, monitor fund performance, manage appraisals, and support due diligence and marketing.
Summary Generated by Built In

The Assistant Portfolio Management manages the Wealth Channel’s the first ever Semi Liquid Farmland Fund (Nuveen Farmland REIT - FREIT).  Responsibilities include strategic and tactical allocations, acquisitions and asset management of investments, leverage strategy, and overall investor and fund relations.  As a recognized subject matter expert in the field of Farmland investments, this job ensures the successful delivery and accuracy of FREIT financial analysis, investor reporting and presentations, and prospective investor marketing and due diligence. This job also works closely with national regional Farmland offices for acquisitions, asset management, development, as well as the  broader Nuveen organization for distribution, product, research, finance and marketing.

 

The Assistant Portfolio Manager guides implementation of the investment strategy (acquisitions, operations, and dispositions) to ensure consistency with established investment guidelines. This job also drives investor communications, developing management and financial reports and organizing regular Board and investor meetings.
Key Responsibilities and Duties

 

  • Stays informed of Natural capital industry, market and research as well as competitive fund analyses to stay well-informed and ahead of trends and current issues impacting the natural capital business.
  • Works to support the fund raising and investor relations efforts including: setting and executing capital raising strategy, annual investor conference, advisory committee meetings, Due Diligence Questionnaire (DDQ) and Request for Proposal (RFP) review, fulfilling investor requests for information, investor on-site meetings, and ongoing investor relations management.
  • Maintains and grows relationships with natural capital management industry experts, strategic partners, investors and fiduciaries to identify industry trends, discover potential capital sources and promote the organization's brand.
  • Evaluates extensive proprietary financial models to monitor and analyse the financial performance of the natural capital portfolio, potential new investments, and financing.
  • Leads ongoing valuations, reviews developed strategies for maximizing value, and develops hold/sell analysis in partnership with the assigned sector team.
  • Monitors and communicates key performance metrics and operational challenges to management to quantify and articulate the business impact of Natural Capital Investment initiatives or issues.
  • Guides development of annual budgets and long-term management plans for investment portfolios.
  • Oversees annual appraisal processes at all stages: conducts requests for proposals, facilitates selection of appraisers, evaluates information requests, ensures appraisals meet established standards, manages internal reviews, and communicates results to investors.
  • Conducts advanced analyses as needed for specific investment funds and develops quarterly and annual management/financial reports in cooperation with regional operations and accounting personnel.
  • Facilitates organization of periodic Board meetings, quarterly conference calls, and other investor meetings as necessary.
  • Consults on corporate strategy initiatives and development of investment management tools.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 5+ Years Required; 7+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level
8IC

Required Qualifications

  • Minimum 5+ years of farmland investment experience

Preferred Qualifications

  • 5-10 years of farmland investment experience
  • Deep familiarity with farmland fundamentals including land valuation, agricultural operations, and appraisal processes
  • Proven experience in the wealth channel, including familiarity with semi-liquid or interval fund structures such as non-traded REITs
  • Highly comfortable in client-facing environments, including fielding intensive due diligence inquiries from sophisticated investors and wealth advisors
  • Experience preparing DDQs, RFPs, investor reports, and performance presentations tailored to wealth channel audiences
  • Strong financial modeling skills with experience evaluating complex portfolios and monitoring fund-level performance metrics
  • Excellent communication skills with the ability to translate complex investment data into clear narratives for diverse audiences
  • Track record of cross-functional collaboration across distribution, product, research, finance, and marketing teams

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:

2026-06-28

Base Pay Range: $163,600/yr - $195,000/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 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 Benefits Summary.

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 careers home page, and you can read more about your rights and view government notices here.

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: (800) 842-2755

Email: [email protected]

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 here.

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

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

Skills Required

  • Minimum 5+ years of farmland investment experience
  • University degree
  • 7+ years of relevant experience (preferred)
  • Deep familiarity with farmland fundamentals including land valuation, agricultural operations, and appraisal processes
  • Proven experience in the wealth channel and semi-liquid or interval fund structures (e.g., non-traded REITs)
  • Experience preparing DDQs, RFPs, investor reports, and performance presentations for wealth channel audiences
  • Strong financial modeling skills for evaluating complex portfolios and monitoring fund-level performance metrics
  • Excellent communication skills with ability to translate complex investment data into clear narratives
  • Highly comfortable in client-facing environments, including handling intensive due diligence inquiries from sophisticated investors and wealth advisors
  • Track record of cross-functional collaboration across distribution, product, research, finance, and marketing teams

TIAA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TIAA and has not been reviewed or approved by TIAA.

  • Retirement Support Employer-funded retirement plans, a pension, and matching contributions are emphasized as signature strengths that materially bolster long-term savings. Complimentary advisory resources and a retiree healthcare savings program further reinforce retirement preparedness.
  • Parental & Family Support Generous paid parental leave and caregiver leave are paired with adoption/surrogacy assistance and back-up child/elder care. Additional supports such as Milk Stork and tutoring resources signal a family-friendly design.
  • Healthcare Strength Multiple medical plan options, strong dental and vision coverage, and automatic life and disability insurance are offered. Wellness resources, mental health support, and tax-advantaged accounts enhance overall health security.

TIAA Insights

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The Company
Charlotte, NC
0 Employees
Year Founded: 1918

What We Do

Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.

Why Work With Us

TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.

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