CareerPlan

Senior Investment Specialist

Chicago, IL, USFull-time$135k2026-05-08 → 2026-10-19

Core

Drives traditional and alternative product conversations, placements, and discretionary allocations for professional buyers while identifying co-product build opportunities.

Role type

Senior Investment Specialist (Business Development)

Builds

Public and private investment products for professional buyers

Domain

Capital Markets / Alternative Investments

Required skills

Alternative Investments, Business Development, Capital Markets, Client Relationship Management, Market Research, Competitive Analysis, Sales

Preferred skills

Influence, Market/Industry Dynamics, Consultative Communication, Drives for Results

Technologies

Nuveen Products/Services

Responsibilities

Drive public and private product conversations and secure placements across a broad client segment of professional buyers; Possess excellent knowledge of prioritized Nuveen products and capabilities inclusive of alternatives; Encourages team continuity and engagement while advocating broader firm priorities; Primary points of engagement with manager research and firm discretionary teams with a focus on building high quality, sustainable relationships; Identification of near-term opportunities related to sponsor's lineup of investment options; Responsible for seeking out co-product build opportunities working with sponsor firm and Nuveen Product Management

Seniority

Senior, hands-on IC