Director, Assistant Portfolio Manager
Listed on 2026-06-26
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Finance & Banking
Financial Analyst, Risk Manager/Analyst, Corporate Finance -
Business
Financial Analyst, Risk Manager/Analyst
Overview
The Assistant Portfolio Manager manages the Wealth Channel’s first-ever Semi Liquid Farmland Fund (Nuveen Farmland REIT – FREIT). Responsibilities include strategic and tactical allocations, acquisitions, asset management of investments, leverage strategy, and overall investor and fund relations. As a recognized subject‑matter expert in farmland investments, this role ensures the successful delivery and accuracy of FREIT financial analysis, investor reporting, presentations, and prospective investor marketing and due diligence.
The position works closely with national and regional farmland offices for acquisitions, asset management, development, and with the broader Nuveen organization for distribution, product, research, finance, and marketing.
- Stay informed of natural‑capital industry, market, and research trends and competitive fund analyses to remain ahead of current issues impacting the natural‑capital business.
- Support fund‑raising and investor‑relations efforts, including capital‑raising strategy, annual investor conferences, 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.
- Maintain and grow relationships with natural‑capital management industry experts, strategic partners, investors and fiduciaries to identify industry trends and promote the organization’s brand.
- Evaluate extensive proprietary financial models to monitor and analyse financial performance of the natural‑capital portfolio, potential new investments, and financing.
- Lead ongoing valuations, review strategies for maximizing value, and develop hold/sell analysis in partnership with the assigned sector team.
- Monitor and communicate key performance metrics and operational challenges to management to quantify and articulate the business impact of natural‑capital investment initiatives.
- Guide development of annual budgets and long‑term management plans for investment portfolios.
- Oversee annual appraisal processes, conduct requests for proposals, facilitate selection of appraisers, evaluate information requests, ensure appraisals meet established standards, manage internal reviews, and communicate results to investors.
- Conduct advanced analyses for specific investment funds and develop quarterly and annual management/financial reports with regional operations and accounting personnel.
- Facilitate organization of periodic board meetings, quarterly conference calls, and other investor meetings as necessary.
- Consult on corporate‑strategy initiatives and development of investment‑management tools.
- University degree – preferred.
- 5+ years required; 7+ years preferred.
- Sedentary work environment.
- 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, with familiarity of 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, product, research, finance, and marketing teams.
$163,600/yr - $195,000/yr
Equal OpportunityWe 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.
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Email: accessibility.support
Drug and Smoking PolicyTIAA maintains a drug‑free and smoke‑free workplace.
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