Associate, Retail Sma - Ngio

Nuveen, a TIAA company

Not specified
Client onboarding experience
Portfolio accounting knowledge
Experience with financial advisors
Nuveen Investments is seeking an Associate for their Retail Separately Managed Accounts (SMA) division, focusing on operational functions including client onboarding and account maintenance. The ideal candidate will have a robust background in investment banking or asset management, with specific experience in SMAs

Job Summary

  • Nuveen Investments is a leading provider of Retail Separately Managed Accounts.
  • The role involves onboarding clients and managing account maintenance.
  • Collaboration with internal departments is essential for resolving complex issues.

Matching Summary

Match Score: 85

Nuveen Investments is seeking an Associate for their Retail Separately Managed Accounts (SMA) division, focusing on operational functions including client onboarding and account maintenance. The ideal candidate will have a robust background in investment banking or asset management, with specific experience in SMAs.

Skills & Requirements

Must-have

  • Client onboarding experience
  • Portfolio accounting knowledge
  • Experience with financial advisors

Nice-to-have

  • Strong technical skills
  • Knowledge of financial markets
  • Experience with SMA tools

Key Requirements

  • Bachelor's Degree required
  • 5+ years in Investment Banking or Asset Management
  • 4+ years in Retail SMA preferred

Work Rights

Not specified

Tailored Resume

Cover Letter