Senior Global Investment Management Product Strategist

Chicago, USA
Oct 17, 2019
Oct 31, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
All companies + Hiring difference makers. ☰ Westchester Global Investment Management Senior Product Strategist New  Nuveen     6 hours ago Post Date Apply for Job Share this Job
Company Summary:

Westchester is one of the largest agricultural real estate investment managers in the world with $8 billion of assets under management. Managing a suite of funds and mandates, across diverse geographies and operating strategies, we provide investors access to unlisted global farmland.

With over 30 years of farmland investing experience and more than 120 employees located across over 7 countries throughout the Americas, Europe and Asia Pacific, the platform offers unparalleled geographic reach, which is married with deep sector expertise.

Position Summary:

The position is a Senior Product Strategist located in Chicago, IL or London, UK which leads Westchesters global client servicing and sales function. The position is responsible for investor relations on new and existing products, research and managing relationships with the Nuveen distribution teams. Representing the Westchester business and investment strategies at industry events and conferences and relevant media channels will be a feature of the role. Support the $8+ billion farmland portfolios report directly to the Head of Portfolio Management. The position may require management of staff at various levels of experience and extensive travel will be required.

  • Work with the Nuveen distribution, product and client relationship teams to develop sales plans and messaging, and track investor feedback/interactions.
  • Capably presenting in a variety of client settings a comprehensive representation of Westchesters philosophy, investment strategy, performance/attribution, products and broader market thinking.
  • Educating and leading training sessions for Nuveen distribution and colleagues on farmland strategies, including providing regular updates via platforms like Allego.
  • Travel for client meetings/presentations in support of distribution channel and client demands as required by the business. This will include private wealth, family offices and institutional clients globally as well as industry conferences.
  • Lead the development of investment presentations and written pieces including performance updates, commentaries, in depth responses to client enquiries, client meeting materials and the completion of RFPs or DDQs.
  • Support the positioning of investment strategies with timely analysis and competitive insights
  • Develop relationships with Nuveen distribution, product, marketing and client services as well as internal Westchester relationships with business unit CEOs and the broader Portfolio Management Team.
  • Maintain complete documentation for all product related activities and ensure they are saved in Sharefile.
  • Provide the Executive Management Team (EMT) & Portfolio Management Team (PMT) with a progress log of client activity and feedback
  • Work with EMT and senior members of the distribution team to assess business opportunity and review product specifications.
  • Support broader PMT initiatives when required.

  • Undergraduate degree
  • 5+ years of experience as a product specialist/strategist
  • Knowledge of real asset and private equity products (agricultural experience/knowledge would be advantageous but not essential)
  • Ability to communicate effectively across diverse audiences with varying degrees of investment experience
  • Knowledge of economic and market issues (CFA or CAIA would be advantageous but not essential)
  • Experience presenting to a range of audiences
  • Strong interpersonal/relationship-building skills
  • Ability to work productively as a member of a team
  • Display strong initiative
Additional Information
  • Requisition ID: 1722502
Previous Job Searches
 All locations
My Profile
Create and manage profiles for future opportunities.
My Submissions
Track your opportunities.
© TIAA Careers. All rights reserved. Explore all the opportunities we have to offer
Start your career with us
Help us deliver on our unique mission to serve those who serve others. We'll put your talents and skills to work immediately - no waiting.

We are TIAA. Created to serve. Built to perform. DIVERSITY
We're proud of our diverse backgrounds and perspectives.
Explore our career areas to see where you might fit best.
We have opportunities available across the United States and in India.
The overall health of our employees is important to us.

Meet some incredible people making a difference
To mark our 100th year, we're honoring Difference Makers by donating $1 million to the organizations they support. Thousands were nominated, and we want to share their inspiring stories with you.
2019 and prior years, Teachers Insurance and Annuity Association of America - College Retirement Equities Fund, New York, NY 10017
TIAA is an Equal Employment Opportunity/Affirmative Action employer committed to fostering workforce diversity and inclusion.

Advisory services provided by Advise & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.
1 0

Similar jobs

Similar jobs