Portfolio Manager, Municipal Fixed Income

3 days ago


Newport Beach, California, United States Nuveen Full time
Key Responsibilities">
  • Regularly meet with clients, prospects, and home office analysts to explain Nuveen's investment philosophy, process, and performance of specific products, serving as an expert in all municipal strategies that the organization manages.

  • Work and partner closely with Nuveen's US Wealth Distribution channels in efforts to grow assets across a wide range of municipal products.

  • Lead client meetings in a consultative manner with an ability to respond to broad macro-based and account-level inquiries in a very thorough and detailed manner.

  • Participate in seminars for financial advisors and their clients to help educate investors about the municipal bond market and Nuveen's municipal solutions.

  • Partner with various business groups in assessing and identifying market trends and resulting impacts to product lines, refining and developing messaging about municipals and the municipal market, and identifying sales opportunities.

  • Partner with various investment teams to monitor product performance and support product enhancements and marketing adjustments as it concerns the Nuveen municipal franchise.

  • The position includes approximately 40-60% travel opportunity.



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