Director – Municipal Performance Attribution Analyst

Posted 17 Days Ago
Be an Early Applicant
Chicago, IL, USA
Hybrid
92K-129K Annually
Junior
Fintech • Financial Services
Together, we fight to ensure a more secure future for millions more Americans.
The Role
The Director, Muni Client Portfolio Manager oversees municipal investment products and client portfolio management by analyzing performance data, supporting RFP requests, and communicating portfolio metrics to stakeholders.
Summary Generated by Built In

The Director- Client Portfolio Manager, Muni-NEFI supports activities within municipal investment products and the client portfolio management for municipal strategies by ensuring timely, accurate, and accessible performance information is available to the Investment Team, internal business partners, and outside clients. Working independently with general supervision, this role is responsible for supporting portfolio-level metrics and performance attribution, assisting with RFP requests, and serving as a resource for both internal stakeholders and external clients seeking to understand municipal strategy performance.

Key Responsibilities and Duties

  • Supports the Investment Team and internal business partners by compiling and analyzing portfolio-level metrics, performance data, and attribution analysis, and communicating findings in a clear and succinct manner to both internal audiences and external clients as needed.
  • Assists with the preparation and completion of RFP requests, coordinating with portfolio management, research, and operations to ensure responses are accurate, thorough, and delivered in a timely manner.
  • Supports performance attribution efforts across municipal strategies, including the ability to clearly articulate attribution results to investment team members, sales, and outside clients in a meaningful and digestible way.
  • Maintains and supports relationships with client portfolio managers, sales teams, and internal business partners by providing account-level information regarding portfolio holdings, performance metrics, and relevant analytics as needed.
  • Responds to questions from external clients and internal stakeholders regarding municipal fund offerings, working cross-functionally with portfolio management, research, and operations to address specific inquiries.
  • Assists in reviewing and updating marketing materials as appropriate in support of municipal strategy positioning.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 2+ Years Required; 3+ Years Preferred

    Physical Requirements

    • Physical Requirements: Sedentary Work

    Career Level
    6IC

    Required Qualifications:

    • 2+ years of municipal fixed income and/or fixed income attribution experience

    Preferred Qualifications:

    • 3+ years of municipal performance attribution experience
    • RFP experience
    • Working knowledge of Bloomberg & InvestorTools
    • Strong communication skills
    • Familiarity with fixed income markets

    Related Skills

    Business Development, Capital Markets, Collaboration, Consultative Communication, Detail-Oriented, Executive Presence, Fixed Income Investments, Influence, Innovation, Market/Industry Dynamics, Nuveen Products/Services Acumen, Product Marketing, Product Mix/Distribution Model, Product Value Proposition, Relationship Management, Research Synthesization, Story Telling, Technical Writing

    Anticipated Posting End Date:

    2026-06-06

    Base Pay Range: $92,200/yr - $129,000/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

    • 2+ years of Municipal Fixed Income experience
    • 3+ years of municipal performance attribution experience
    • RFP experience
    • Working knowledge of Bloomberg & InvestorTools
    • Strong communication skills
    • Familiarity with fixed income markets

    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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