Nuveen, a TIAA company · 1 day ago
Investor Relations Associate
West Union, NY
Full-time
Onsite
Entry, Mid Level
$80K/yr - $104K/yr
2+ years expNuveen, a TIAA company, is a global investment leader managing public and private assets for clients worldwide. The Investor Relations Associate supports senior leadership in client services, performance reporting, and marketing while preparing investor communications and managing requests.
Financial Services
Responsibilities
Work with portfolio managers assisting in periodic performance commentary writing
Assist in factsheet generation and distribution and provide the GreshamQuant team with attribution information as well as regressions for use in the monthly factsheets
Iterate with the GreshamQuant team to edit and finalize monthly commentary and maintain relevant marketing materials including fact sheet, tear sheet, deck, market list, data pack, etc. for two trend following hedge fund strategies
Assist in creating ad-hoc analysis on portfolio performance and exposure and help edit verbiage for “research papers”
Assist in generating other content generation – estimated performance summaries, monthly research commentary, monthly talking points, and content for client calls
Answer miscellaneous requests from clients about performance, positioning, terms, etc
Complete ongoing client reporting based on an established checklist
Prepare presentation materials for new and existing investors and complete DDQs, RFIs, RFPs, and questionnaires for consultants, investors and prospects
Attend quarterly and ad hoc client meetings, providing supporting materials to Head of Business Development
Ad-Hoc client servicing and reporting and manage new client onboarding as needed
Assist in overseeing both the intra-month and month-end flows process
Aid in the preparation of custom factsheets for clients
Update the Quarterly Firm Snapshot for the President & CIO
Maintain standard firm DDQs and develop an understanding of the firm’s investment products to aid in the creation new marketing material
Qualification
Required
2 years experience in investor relations in a financial services industry
Preferred
3 years experience in investor relations in a financial services industry
Strong Microsoft Office experience, especially excel
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
Nuveen, a TIAA company
Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors.
1001-5000 employees
H1B Sponsorship
Nuveen, a TIAA company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (3)
2023 (10)
2022 (6)
2021 (8)
2020 (5)
Funding
Current Stage
Late StageTotal Funding
$1.52BKey Investors
Government Employees Pension Service
2025-10-23Debt Financing· $171M
2025-09-03Private Equity
2024-12-16Private Equity· $100M
Leadership Team
William Huffman
Chief Executive Officer
Bihag N. Patel
Vice President & Senior Research Analyst
Recent News
2025-12-02
Company data provided by crunchbase