Jack Allen, Caia Email & Phone Number

New York, New York, United States

I am a Client Portfolio Manager (CPM) for Nuveen's investment capabilities in the public fixed income markets. I work closely with our portfolio managers, research analysts and traders to update and educate clients, consultants, financial advisors, prospects, and internal partners on the market, portfolio positioning, performance, and outlook. I primarily.

Los Angeles Metropolitan Area

Greater Los Angeles Area

New York, New York

Institutional distribution for Nuveen's +$970B AUM multi-affiliate structure. Built strong internal relationships within the Consultant Relations, US Institutional, DCIO and International Institutional Asset Management divisions. Supported senior salespeople in all aspects of the Nuveen Institutional sales effort. Helped to build external relationships.

Zürich Area, Switzerland

Developed insight on investing philosophies while working closely with the CIO of Pilotage. Wrote whitepaper analysis concerning financial topics like outperformance and generational wealth. Attended investment committees to analyze investment performance and market risk.

Washington D.C. Metro Area

Worked closely with the Deputy CFO to assess the quality of 22 internal controls established within the IRS. Designed and executed tests meant to ensure the safety of IRS assets and raise awareness of internal controls. Responsible for creating and editing 6 articles concerning internal controls, published within the IRS intraweb for all IRS employees.