Head of Client Portfolio Management Operations for Nuveen managing client service and investment processes. Leading operational framework and improving efficiency as assets and client complexity grow.
About the role
- Investment Analyst driving over $1B of capital deployment and asset management across multiple investment vehicles at Setpoint. Collaborating with product and capital teams in a fast-growing company.
Responsibilities
- Sourcing - Meet and develop relationships with innovative real estate and proptech companies, including identifying new verticals with demand for our debt capital solutions
- Underwriting – Lead investment diligence on potential credit investments, write investment memos, and underwrite all aspects of a deal including company credit risk, borrower business models, and underlying collateral
- Transaction Execution - Work closely with in-house and external counsel to document and execute facilities, including detailed involvement in legal docs and driving transactions to close
- Portfolio Management – Maintain strong relationships with borrowers and actively manage risk in the portfolio
- Investor Management - Support investor facing activities including fundraising and investor relations
Requirements
- 7-10 years of investment experience
- Experience working in structured credit, opportunistic credit, real estate, proptech, and/or asset backed lending is preferred
- Ability to prioritize appropriately, and meet deadlines in a high-pressure environment, prioritize commercial terms
- Flexibility, positivity, and team oriented
Benefits
- competitive salaries
- stock options
- medical, dental and vision coverage
- 401k
- disability coverage
- flexible vacation
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