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Client Portfolio Manager - Direct Indexing & Tax-Aware

Job in New York, New York County, New York, 10261, USA
Listing for: Nuveen
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 123000 - 193000 USD Yearly USD 123000.00 193000.00 YEAR
Job Description & How to Apply Below
Location: New York

Nuveen is seeking a Client Portfolio Manager (CPM) to join the Brooklyn Investment team, focusing on direct indexing and personalized investment strategies. You will collaborate with various stakeholders to translate complex data into actionable insights for clients.

The ideal candidate will have at least 3 years of direct indexing experience and proficiency in Python, demonstrating strong communication skills and expertise in equity markets. This position offers a competitive salary and comprehensive benefits.

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