Investment Governance - Portfolio Management Officer, Nuveen Alternatives E

at  TIAA

The Portfolio Management Officer will be involved in the Portfolio Management activities for Nuveen Alternatives Europe S.à r.l. (hereafter the “AIFM”) in Luxembourg and will support and assist the Portfolio Management Conducting Officer (PMCO) in monitoring the investment process, together with the related execution of investment strategies across the Nuveen International platform.
The successful candidate will be responsible for liaising with various stakeholders across the Nuveen platform in EMEA, US and APAC to build a strong governance and oversight process among Nuveen’s dedicated portfolio managers.
The Portfolio Management Officer. will report directly to the Portfolio Management Conducting Officer and be responsible for the preparation of reports to the regulated board of the AIFM and the monthly reports to the AIFMs executive committee. In addition to their core responsibilities the Portfolio Management Oversight Officer will be involved in the onboarding of new strategies onto the platform.

Key responsibilities will include:

• Perform and document the periodic due diligence assessment on the Portfolio Managers, including the review of policies, procedures, processes and systems;
• Support in the design, implementation and maintenance of NAE Portfolio Management oversight framework for existing and new asset classes;
• Attendance to the Investment Committees of the delegate portfolio managers and performance of transaction reviews to ensure fit with the strategy and restrictions of the funds governing documents.
• Support in the production of the monthly and quarterly Portfolio Management reports to NAE Board, Executive Committee and fund Boards; detailing the activity of the PMO function during the reference period;
• Review, update and maintain NAE Portfolio Management policies and procedures;
• Maintain relationships and organise regular meetings with the investment teams and Portfolio Managers at group level and at third party level as relevant;
• Gather and analyse supporting documentation submitted to the relevant Investment committees;
• Collect, centralise and analyse the indicators and reports received from the different investment teams;
• Monitor whether funds are operating within the terms and conditions of their investment mandates, legal and regulatory requirements;
• Support in the handling of requests from service providers and internal/external auditors.

Technical Skills & Qualifications Required

• Ideally post graduate degree in Finance, Economics or similar fields from university or business school;
• 5+ years’ experience in financial services of which majority spent in an investment related function;
• Be aware of and have a good understanding of the investment strategies and alternative asset classes;
• Knowledge of AIFMD and investment funds regulations;
• Experience with alternative investment strategies such as real estate, private equity, private credit or infrastructure;
• Strong relationship building attributes based around mutual respect and the strength of character to be able to present portfolio management issues assertively but constructively;
• Strong team player with good communication skills;
• Proven ability to work in autonomy and take initiatives;
• Analytical approach and well organized;
• Fluent in English; any other languages would be considered an asset;

This role requires no regulatory designation.
Nuveen is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
Nuveen 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. Please contact
ta@nuveenglobal.com
should you require any assistance.
Related Skills
Adaptability, Business Process Improvement, Collaboration, Communication, Deals Strategy, Digital Savviness, General Risk Management, Investment Compliance, Process Management, Vendor / Partner Management

Company Overview
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at
www.nuveen.com
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

• Perform and document the periodic due diligence assessment on the Portfolio Managers, including the review of policies, procedures, processes and systems;
• Support in the design, implementation and maintenance of NAE Portfolio Management oversight framework for existing and new asset classes;
• Attendance to the Investment Committees of the delegate portfolio managers and performance of transaction reviews to ensure fit with the strategy and restrictions of the funds governing documents.
• Support in the production of the monthly and quarterly Portfolio Management reports to NAE Board, Executive Committee and fund Boards; detailing the activity of the PMO function during the reference period;
• Review, update and maintain NAE Portfolio Management policies and procedures;
• Maintain relationships and organise regular meetings with the investment teams and Portfolio Managers at group level and at third party level as relevant;
• Gather and analyse supporting documentation submitted to the relevant Investment committees;
• Collect, centralise and analyse the indicators and reports received from the different investment teams;
• Monitor whether funds are operating within the terms and conditions of their investment mandates, legal and regulatory requirements;
• Support in the handling of requests from service providers and internal/external auditors