Portfolio Strategy Analyst

TIAA

. Generate portfolio analytics reports and synthesize portfolio strengths, potential risks, and improvement ideas in line with clients’ goals and constraints .

Posted 10/8/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $89,200 - $106,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in portfolio analytics, asset management, and investment strategy, with a strong focus on collaboration and analytical skills to enhance client services and support portfolio consulting initiatives.

Highest-signal resume keywords

Portfolio AnalyticsAsset ManagementInvestment Research/AnalysisFinancial Risk ManagementProgramming

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Asset AllocationAsset/Investment ModelingEconomic AnalysisForecastingInvestment Strategy Acumen

Soft Skills

Analytical SkillsCollaboration

Tools & Technologies

Portfolio Analytics Suite

Certifications & Qualifications

CFA

Industry Keywords

InvestmentPortfolio ConsultingClient Services

About the role

Key responsibilities & impact

Generate portfolio analytics reports and synthesize portfolio strengths, potential risks, and improvement ideas in line with clients’ goals and constraints
Manage the ongoing development of Nuveen’s portfolio analytics suite with stakeholders and a third-party technology partner
Ensure maintenance and enhancement requests are implemented timely and without interruption to portfolio consulting services
Train new hires on the team’s portfolio consulting offering and technology-enabled investment advice
Develop expertise in portfolio construction concepts and connect them to client services
Lead projects supporting the continued evolution of the team’s services

Requirements

What you’ll need

University degree preferred
No experience required
Desire to work towards CFA
Strong technical skills to work across portfolios/platforms
Ability to partner and collaborate across teams
Analytical skills
Asset/investment modeling
Asset allocation
Asset management
Economic analysis
Financial risk management
Forecasting
Investment research/analysis
Investments
Investment strategy acumen
Programming

Benefits

Comp & perks

Superior retirement program
Competitive health benefits
Wellness offerings
Work-life offerings
Future-focused skills and AI tools
Meaningful learning experiences and development pathways
Performance-linked incentive program may be available depending on the role