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Investor Relations Associate

The Investor Relations Associate is responsible for supporting the Head of Global Distribution, the Head of Investor Relations and the Head of Business Development in areas related to client services, performance reporting, business development and marketing. Under moderate supervision, this job prepares presentations for new and existing investors, coordinates the distribution of investor communications and completes both recurring and ad-hoc investor requests.

Key Responsibilities and Duties

+ Work with portfolio managers assisting in periodic performance commentary writing

+ Assist in factsheet generation and distribution and provide the GreshamQuant team with attribution information as well as regressions for use in the monthly factsheets

+ Iterate with the GreshamQuant team to edit and finalize monthly commentary and maintain relevant marketing materials including fact sheet, tear sheet, deck, market list, data pack, etc. for two trend following hedge fund strategies

+ Assist in creating ad-hoc analysis on portfolio performance and exposure and help edit verbiage for “research papers”

+ Assist in generating other content generation – estimated performance summaries, monthly research commentary, monthly talking points, and content for client calls

+ Answer miscellaneous requests from clients about performance, positioning, terms, etc.

+ Complete ongoing client reporting based on an established checklist

+ Prepare presentation materials for new and existing investors and complete DDQs, RFIs, RFPs, and questionnaires for consultants, investors and prospects

+ Attend quarterly and ad hoc client meetings, providing supporting materials to Head of Business Development

+ Ad-Hoc client servicing and reporting and manage new client onboarding as needed

+ Assist in overseeing both the intra-month and month-end flows process

+ Aid in the preparation of custom factsheets for clients

+ Update the Quarterly Firm Snapshot for the President & CIO

+ Maintain standard firm DDQs and develop an understanding of the firm’s investment products to aid in the creation new marketing material

Educational Requirements

+ University (Degree) Preferred

Work Experience

+ 2+ Years Required; 3+ Years Preferred

Physical Requirements

+ Physical Requirements: Sedentary Work

Career Level

6IC

Qualifications

Required

+ 2 years experience in investor relations in a financial services industry

Preferred

+ 3 years experience in investor relations in a financial services industry

+ Strong Microsoft Office experience, especially excel

Related Skills

Accountability, Business Development, Capital Markets, Client Relationship Management, Consultative Communication, Continuous Improvement Mindset, Contract Management, Data-Based Decision Making, Financial Analysis, Problem Solving, Quantitative Analysis, Sales, Story Telling, Technical Writing

Anticipated Posting End Date:

2025-12-17

Base Pay Range: $80,500/yr - $104,000/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).

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Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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.

Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can 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: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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) .

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)