Jobs · Finance · California

Director, Assistant Portfolio Manager

Nuveen, a TIAA company · Napa, CA · 2 wk ago
Finance$164k–$195k/yrFull-time

About the role

The Assistant Portfolio Management manages the Wealth Channel’s the first ever Semi Liquid Farmland Fund (Nuveen Farmland REIT - FREIT).

Responsibilities

  • Strategic and tactical allocations, acquisitions and asset management of investments, leverage strategy, and overall investor and fund relations.
  • Ensures the successful delivery and accuracy of FREIT financial analysis, investor reporting and presentations, and prospective investor marketing and due diligence.
  • Works closely with national regional Farmland offices for acquisitions, asset management, development, as well as the broader Nuveen organization for distribution, product, research, finance and marketing.
  • Guides implementation of the investment strategy (acquisitions, operations, and dispositions) to ensure consistency with established investment guidelines.
  • Drives investor communications, developing management and financial reports and organizing regular Board and investor meetings.

Requirements

  • University (Degree) Preferred
  • 5+ Years Required; 7+ Years Preferred

Qualifications

  • Minimum 5+ years of farmland investment experience
  • Preferred Qualifications: 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, including familiarity with 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

Skills

  • Asset/Investment Modeling
  • Business Development
  • Client Relationship Management
  • Communication
  • Consultative Communication
  • Executive Presence
  • Financial Acumen
  • Financial Modeling
  • Investor Relationship Management
  • Market/Industry Dynamics
  • Natural Capital Investments
  • Portfolio Management

Benefits

Base Pay Range: $163,600/yr - $195,000/yr

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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