Nuveen, a TIAA company · 6 hours ago
Impact Analyst
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
$131K/yr - $183K/yr
3+ years expNuveen, a TIAA company, is a global investment leader managing public and private assets. The Taxable Fixed Income Impact Analyst plays a central role in managing investment portfolios and executing strategies to optimize client portfolio performance.
Financial Services
Responsibilities
Monitor and support portfolio management activities across diverse investment products including labeled bonds and bespoke solutions spanning the capital stack and all fixed income sectors
Develop, maintain, and enhance quantitative reports and analytical tools while managing the impact investment database to ensure data accuracy and completeness
Work with large datasets involving market pricing, security marks, and portfolio attribution to prepare regular portfolio status reports for clients and internal management
Serve as the primary liaison between Portfolio Management and key stakeholders including Client Portfolio Management, Marketing, Sales, and RFP teams, acting as the central point of contact for data requests, pitch materials, and client inquiries
Translate complex investment strategies and portfolio information for sales presentations and business development efforts
Collaborate cross-functionally to identify and resolve data integrity issues while supporting the broader impact investment team with project execution
Monitor market conditions, trends, regulatory changes, and tax considerations that may affect portfolio performance
Qualification
Required
Minimum 3+ years of VBA and/or python coding experience in the investment industry
3+ Years Required
Preferred
Fixed income experience
Financial model experience
Bloomberg experience
5+ Years Preferred
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
2026-01-22
Crunchbase News
2026-01-22
Company data provided by crunchbase