Rotational Program - Nuveen Equities and Fixed Income
The Analyst, Rotational Program participates in a comprehensive rotational program that combines senior leadership interaction and cross-business experience with real life situations and projects. This job works with financial services technology platforms and tools and will learn the techniques, disciplines and processes that deliver the highest quality results to our customers. Each rotation is designed to improve business knowledge and build an overall understanding of the company. This job is assigned a mentor who provides ongoing coaching and feedback.
Key Responsibilities and Duties
Gains knowledge across various business functions to help discover which role fits best.
Develops skills and gains experience to ensure a successful career at TIAA.
Executes project activities by understanding objectives, meeting timelines and communicating results.
Assists in preparing information and research materials, including Powerpoint presentations.
Takes notes during meetings and provides to team members.
Researches and gathers documentation as directed by the colleagues.
Attends required trainings.
Shadows multiple office jobs and trains in a variety of function-related tasks.
Utilizes academic knowledge, skills and experience to apply tactics and strategies to solve real business challenges for a mission driven asset management organization.
Educational Requirements
Bachelor's Degree Required
Work Experience
No Experience Required
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
5IC
PROGRAM OVERVIEW: The Nuveen Equities and Fixed Income Investments Track is a 2-year rotational program offering three 8-month rotations across the NEFI organization. The program provides an exciting mix of strategically aligned assignments, professional development, and exposure to many facets of our business. The environment is challenging, hands-on, and full of growth opportunities.
Throughout the program, you'll work with sophisticated financial services platforms and tools while mastering the techniques, disciplines, and processes that deliver exceptional results for our clients. You'll have unique networking opportunities with Nuveen senior leadership, ongoing professional development, and specialized training in both financial services and behavioral skills. Upon successful completion of the program, final placement will be based on your rotational experience, performance, and overall business needs.
ROTATIONAL OPPORTUNITIES: You will have the opportunity to work within exciting NEFI areas. In rotation assignments your job responsibilities will vary based on your placement and may include the following:?
Client Portfolio Management? ?
Client Portfolio Management (CPM) is an expert portion of our investment teams working in partnership with and across distribution channels in support of new business development, relationship growth, and client retention. The team is organized by asset class, providing specialized expertise within municipals, taxable fixed income, equities, and public real assets.?
Client Portfolio Management professionals demonstrate Nuveen's investment expertise through specialized representations of our research and investment capabilities, competitive product positioning, and timely market perspectives.
Client Portfolio Managers act as market-facing proxies for the portfolio management team, communicating investment strategy, process, and results to clients and prospects, thereby enabling PMs to focus the majority of their time on portfolio management.?
Global Strategy ?
The Global Strategy rotation will play a supporting role in advancing the growth of our equities and fixed income business. This will include ongoing research, analysis and support for new and existing strategies and client relationships. In addition, the analyst will assist in early-stage research into new asset classes, business partners, markets, and geographies as avenues for growing the business. The analyst will actively work with the Global Strategy Group Analyst and is driven, able to learn on the job, and will be able to contribute immediately.?
Business Strategy and Specialist Relations NEFI ?
The Business strategy and specialist relations rotation will support the Business Strategy and Specialist Relations Team within Nuveen's Equities and Fixed Income organization, which represents over $850 billion in assets under management across several distinguished investment specialists.? The Team is responsible for planning and executing the organization's strategic initiatives designed to position its investment capabilities for growth and strong performance. Many of the initiatives underway are transformative, and are focused on investment team integrations, restructurings, operating model optimization, and compensation/incentive plan design. Additional responsibilities include managing relationships with investment specialists; partnering with Nuveen's distribution, product, and marketing teams to showcase investment capabilities to clients; working closely with shared services (human resources, information technology, operations and finance) on cross-functional projects; and reporting on strategic initiatives to Nuveen and TIAA's Boards and other stakeholders.??
Equity or Fixed Income Research ?
Rotational Associates could join our research team, specializing in either Equity or Fixed Income Research. This rotation provides the opportunity to gain hands-on experience in analyzing stocks (equities) or bonds (fixed income) to support investment decision-making. Ideal for individuals that are passionate about financial markets, this rotation offers a valuable foundation for a career in investment research.?
Conduct company and industry analysis by collecting and evaluating financial data and market trends?
Build and maintain financial models to forecast company performance.?
Prepare equity research reports and recommendations for portfolio managers and senior analysts.?
Analyze fixed income instruments, including corporate and government bonds, and assess credit markets.?
Assist in creating financial models to evaluate bond performance and risk factors.?
Generate reports on fixed income trends and provide investment recommendations?
Private Placements :
The Private Placements rotation offers hands-on experience supporting the origination, execution, and management of private debt and equity transactions. As a rotational associate, you'll work directly with senior investment professionals to analyze investment opportunities across a diverse range of asset classes including fixed income, equity, derivatives, and alternative investments.
During this rotation, you'll develop essential skills in financial modeling, valuation techniques, and transaction execution while drafting key materials such as private placement memorandums, investor presentations, and market updates. You'll help evaluate relative value, establish asset allocation strategies, and track portfolio performance across private placement portfolios. This rotation provides valuable exposure to live transactions and client-facing business initiatives, allowing you to participate in due diligence sessions and contribute to portfolio management decisions.
This experience offers an excellent foundation in alternative investments while developing both technical finance capabilities and client relationship skills that will enhance your versatility as a finance professional at Nuveen.
Note: All areas are subject to change given business needs.?
Development Opportunities :
Virtual Wall Street Prep Financial Modeling course within first 6 months
Exposure to senior leadership and strategic business initiatives
Development of deep industry knowledge across multiple business functions
Additional Requirements :
Must have graduated with a Bachelor's degree or higher prior to the program's start date
Preferred Qualifications:
Participation in TIAA's Summer Associate Internship Program
Experience with some financial modeling and quantitative analysis?
Leadership skills and a commitment to shared success (i.e. works well in teams)?
Strong verbal and written communication skills?
Change Agile - adapts and embraces change - especially in exciting and fast-paced environments?
High motivation?
Self-starter?
Desire to continuously learn?
Demonstrated ability to prioritize tasks and deliver on the commitment?
Potential Locations : Charlotte, Chicago, and San Francisco
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management
Anticipated Posting End Date:
2025-09-23
Base Pay Range: $80,000/yr - $85,000/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
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.
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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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.
Read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) .
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: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
Nondiscrimination & Equal Opportunity Employment
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\EEOC\KnowYourRights-1688394514088.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)
