Director, Associate Portfolio Manager
CurrentInvestment role focused on cash flow modeling and balance sheet comprehension.
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@nuveen.com
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Spencer Lewis, Cfa is listed as Director, Associate Portfolio Manager at Nuveen at Nuveen, a TIAA company, a with 2060 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at nuveen.com and a matched LinkedIn profile for Spencer Lewis, Cfa.
Spencer Lewis, Cfa previously worked as Director, Associate Portfolio Manager at Nuveen, A Tiaa Company and Associate Portfolio Manager at Nuveen, A Tiaa Company. Spencer Lewis, Cfa holds Bs In Finance from University Of Oregon - Charles H. Lundquist College Of Business.
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Associate PM to Nuveen's Flexible Income strategies. The multi-asset strategy focuses on bottom-up research investing in the most attractive parts of the company capital structure based on fundamentals, company specific catalysts, and other drivers of security outperformance. The role requires wide-ranging knowledge of industry drivers, cash flow modeling and balance sheet comprehension, as well as a deep understanding of corporate capital structures and both credit and equity market dynamics. CFA CharterholderAdvanced Excel, Bloomberg, and Factset user.
Listed skills include Microsoft Office, Leadership, Financial Modeling, Portfolio Management, and 17 others.
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A career timeline built from the work history available for this profile.
Charlotte, North Carolina
Investment role focused on cash flow modeling and balance sheet comprehension.
Los Angeles, California
Investment role focused on portfolio management and asset allocation.
San Francisco, California
Operations role focused on CLOs.
San Francisco Bay Area
IB Analyst role focused on underwriting mid-market companies for asset-backed debt structures.
San Francisco Bay Area
Corporate finance role focused on capital allocation and financing needs.
Other employees you can reach at nuveen.com. View company contacts for 2060 employees →
Samantha Pellin Ospelt, Cfp, Casl
Colleague at Nuveen, A Tiaa CompanyAvon Lake, Ohio, United States
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AM
Addie Mynde (Patterson)
Colleague at Nuveen, A Tiaa CompanyStockholm, Stockholm County, Sweden
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DB
Deneen Burich
Colleague at Nuveen, A Tiaa CompanyGreater Chicago Area, United States
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JW
Jeffrey Warnock
Colleague at Nuveen, A Tiaa CompanyGreater Chicago Area, United States
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DM
Diane Maiden
Colleague at Nuveen, A Tiaa CompanyLos Angeles Metropolitan Area, United States
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SK
Shawn Kaufman
Colleague at Nuveen, A Tiaa CompanyNew York, United States
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JL
James Law
Colleague at Nuveen, A Tiaa CompanyLondon, England, United Kingdom
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RS
Riley St. Pierre
Colleague at Nuveen, A Tiaa CompanyUnited States
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JM
Joseph Molitor
Colleague at Nuveen, A Tiaa CompanyCharlotte, North Carolina, United States
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EQ
Edward Quattrocchi
Colleague at Nuveen, A Tiaa CompanyChicago, Illinois, United States
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Quick answers generated from the profile data available on this page.
Spencer Lewis, Cfa works for Nuveen, a TIAA company.
Spencer Lewis, Cfa is listed as Director, Associate Portfolio Manager at Nuveen at Nuveen, a TIAA company.
AeroLeads has found 1 work email signal at @nuveen.com for Spencer Lewis, Cfa at Nuveen, a TIAA company.
Spencer Lewis, Cfa is based in Charlotte, North Carolina, United States while working with Nuveen, a TIAA company.
Spencer Lewis, Cfa has worked for Nuveen, A Tiaa Company, Us Capital Global, and Loyal3.
Spencer Lewis, Cfa's colleagues at Nuveen, a TIAA company include Samantha Pellin Ospelt, Cfp, Casl, Addie Mynde (Patterson), Deneen Burich, Jeffrey Warnock, and Diane Maiden.
You can use AeroLeads to view verified contact signals for Spencer Lewis, Cfa at Nuveen, a TIAA company, including work email, phone, and LinkedIn data when available.
Spencer Lewis, Cfa holds Bs In Finance from University Of Oregon - Charles H. Lundquist College Of Business.
Spencer Lewis, Cfa is listed with skills including Microsoft Office, Leadership, Financial Modeling, Portfolio Management, Powerpoint, Microsoft Excel, Finance, and Financial Analysis.
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