Jared Pratt, Cfa, Caia Email & Phone Number

Albuquerque-Santa Fe Metropolitan Area

Albuquerque-Santa Fe Metropolitan Area

Albuquerque-Santa Fe Metropolitan Area

Greater San Diego Area

- Delivered asset allocation, portfolio construction, and product positioning insights to financial advisors and external wholesalers, in person or over the phone- Created portfolio proposals, factor compositions, stress test hypotheticals, and other analytics using advanced software- Collaborated on primary firm initiative to implement and rollout software tool for forward looking portfolio optimization and risk analytics to drive Nuveen sales- Spearheaded implementation of Morningstar Report Portal inside SalesPage, reducing turnaround time for external use product comparisons by 90%- Trained eight Product team new hires, trained 30+ new Sales hires on group capabilities, and developed/enhanced group operating procedures- Managed changing and competing priorities and deadlines on a daily basis in support of over 150 members of the Sales team and other colleagues

Greater San Diego Area

- Guided team of four analysts through two direct manager transitions and 50% increase in volume of Sales requests, serving as unofficial team leader to achieve consistent output and meet deadlines, within compliance guidelines- Improved data analysis and pipeline tracking in collaboration with IT to enhance advisor targeting and inform management decisions on personnel resourcing

Greater San Diego Area

- Analyzed financial advisors’ full mutual fund/ETF/SMA models, partnering with Sales members to articulate and discuss asset allocation, diversification, and competitive positioning points with financial advisors- Team achieved 100% increase in demand YOY for competitive analytics/advisor talking points from the 125+ member Sales team

Greater Chicago Area

- Developed and enhanced competitive analytics for Sales and Product teams- Contributed ideas and content to marketing and sales campaigns for Nuveen’s 100+ mutual fund and SMA products

Santa Fe, New Mexico Area

- Managed over 20 external firm relationships to grow/retain assets with research teams that oversaw recommended lists and firm models- Analyzed and communicated the process, performance, positioning, and outlook of 16 products across multiple asset classes- Presented to selection committees of institutional investors, 529 plans, and HNWI for finals pitches and annual investment manager review meetings- Conducted detailed analyses for wide variety of ad hoc due diligence requests and mutual fund marketing materials, including attribution, competitive analytics, and hypothetical scenarios