Director, Assistant Portfolio Manager
Listed on 2026-06-14
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Finance & Banking
Corporate Finance, Financial Consultant, Financial Analyst, Financial Manager -
Business
Financial Analyst, Financial Manager
The Assistant Portfolio Manager handles the Wealth Channel’s first ever Semi Liquid Farmland Fund (Nuveen Farmland REIT - FREIT). The role focuses on strategic and tactical allocations, acquisitions and asset management of investments, leverage strategy, and overall investor and fund relations. The manager ensures the successful delivery and accuracy of FREIT financial analysis, investor reporting and presentations, and prospective investor marketing and due diligence, working closely with national and regional Farmland offices, as well as the broader Nuveen organization for distribution, product, research, finance and marketing.
The Assistant Portfolio Manager guides the implementation of the investment strategy—acquisitions, operations, and dispositions—to ensure consistency with established investment guidelines. This includes driving investor communications, developing management and financial reports, and organizing regular Board and investor meetings.
Key Responsibilities And Duties- Stays informed of natural capital industry, market and research as well as competitive fund analyses to remain ahead of trends and current issues impacting the natural capital business.
- Supports fund‑raising and investor relations efforts, including setting and executing capital‑raising strategy, annual investor conference, advisory committee meetings, Due Diligence Questionnaire (DDQ) and Request for Proposal (RFP) review, fulfilling investor requests for information, investor on‑site meetings, and ongoing investor relations management.
- Maintains and grows relationships with natural capital management industry experts, strategic partners, investors and fiduciaries to identify industry trends, discover potential capital sources and promote the organization’s brand.
- Evaluates proprietary financial models to monitor and analyze the financial performance of the natural capital portfolio, potential new investments, and financing.
- Leads ongoing valuations, reviews developed strategies for maximizing value, and develops hold/sell analysis in partnership with the assigned sector team.
- Monitors and communicates key performance metrics and operational challenges to management to quantify and articulate the business impact of natural capital investment initiatives or issues.
- Guides development of annual budgets and long‑term management plans for investment portfolios.
- Oversees annual appraisal processes, conducts requests for proposals, facilitates selection of appraisers, evaluates information requests, ensures appraisals meet established standards, manages internal reviews, and communicates results to investors.
- Conducts advanced analyses as needed for specific investment funds and develops quarterly and annual management/financial reports in cooperation with regional operations and accounting personnel.
- Facilitates organization of periodic Board meetings, quarterly conference calls, and other investor meetings as necessary.
- Consults on corporate strategy initiatives and development of investment management tools.
- University degree preferred.
- 5+ years required; 7+ years preferred.
- Sedentary work.
- Minimum 5+ years of farmland investment experience.
- 5-10 years of farmland investment experience.
- Deep familiarity with farmland fundamentals, including land valuation, agricultural operations, and appraisal processes.
- Proven experience in the wealth channel, including familiarity with semi‑liquid or interval fund structures such as non‑traded REITs.
- Highly comfortable in client‑facing environments, including fielding intensive due diligence inquiries from sophisticated investors and wealth advisors.
- Experience preparing DDQs, RFPs, investor reports, and performance presentations tailored to wealth channel audiences.
- Strong financial modeling skills with experience evaluating complex portfolios and monitoring fund‑level performance metrics.
- Excellent communication skills with the ability to translate complex investment data into clear narratives for diverse audiences.
- Track record of cross‑functional collaboration across distribution,…
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