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Director, Index Portfolio Management

San Francisco, California; New York, New York
$120,800/yr. - $157,000/yr.
Closing date
Jun 25, 2024

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary

Job Details

Equities Portfolio Manager
Build and enhance the infrastructure and assist in managing a series of equity portfolios as part of a small team managing over $200 billion in passive equity strategies. The Index team is responsible for all pure index and Socially Responsible equity strategies across many investment vehicles including mutual funds, ETFs, CITs and separately managed accounts, servicing both institutional and retail clients. This team operates from both New York and San Francisco, working closely with the equity trading desk and several operationally intensive groups within Nuveen.

Key Responsibilities and Duties
  • Maintain/manage processes that support the investment platform.
  • Assist in management of cash for funds.
  • Assist in electing for corporate actions in the best interest of the funds
  • Review and communicate investment performance to various internal stakeholders.
  • Review impact of index changes to funds and notify PM of material changes.
  • Manage portfolios (time frame dependent upon experience), which includes portfolio rebalancing, reviewing, and submitting trade lists.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 3+ Years Required; 5+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level

Required Qualifications

  • Minimum 3+ years of equities experience

Preferred Qualifications

  • 5+ years of asset management industry experience
  • Fluency with a statistical programming language (Python preferred)
  • A bachelor's degree in a science-related field (math/science/engineering) or social sciences (finance/economics)
  • Knowledge of financial markets and quantitative techniques
  • An understanding of the various benchmark construction methodologies and how they affect the management of portfolios.
  • Detail oriented and ability to multi-task
  • Strong verbal and written communications skills
  • Ability to improve efficiency through technology/automation
  • Experience with UNIX/LINUX navigation and scripting
  • CFA or CFA candidate, or other investment related credential (e.g. CIPM, CFP)

Related Skills

Asset/Investment Modeling, Asset Class Expertise, Capital Markets, Client Relationship Management, Continuous Improvement Mindset, Data-Based Decision Making, Equity Investments, Executive Presence, Financial Risk Management, Investment Accounting, Investment Management, Investment Research/Analysis, Portfolio Management

Anticipated Posting End Date:

Base Pay Range: $120,800/yr. - $157,000/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, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.For more information about the firm please visit our website at

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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


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 Nuveen residing in Europe and APAC, please click here .


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