Director, Senior Investment Research Analyst
$138k - $223kTIAA
Reporting to the Head of Manager Research/Asset Allocation, the Director, Sr. Investment Research Analyst, is a key leadership role within TIAA Wealth Investment Management. This role is responsible for sourcing, evaluating, and monitoring external and affiliated investment managers across traditional and alternative asset classes. This role is expected to have an immediate focus on supporting the investment strategy, infrastructure, and selection methodology build out for private market funds. Key Responsibilities And Duties Serve as a primary lead for private market investing for the firm’s advisory programs, with responsibility for end-to-end manager sourcing and underwriting, investment strategy, and thought leadership. Support investment strategy and portfolio construction decisions related to private market investments by working in collaboration with the asset allocation teams. Lead thought leadership initiatives on private markets by developing written content to support advisors and portfolio managers, as well as participate on internal and external engagements. Serve as a trusted resource for private market investments by providing education to advisors, portfolio managers, and clients. Responsible for conducting in-depth quantitative and qualitative analysis and due diligence of public and private market investment managers. Responsible for executing the manager research fund selection process by sourcing new investment managers and generating comprehensive thesis reports to support investment manager selection and oversight processes. Evaluate and monitor investment manager performance and risk, in addition to qualitative criteria including organizational stability, investment personnel, investment & risk management process, investment capacity, regulatory compliance, and analytical criteria. Responsible for coordinating all aspects of due diligence and monitoring process, including submitting due diligence questionnaires, leading investment manager meetings/on site visits, and developing annual assessments for coverage area. Responsible for all governance and procedural aspects related to developing and maintaining an approved list of investment managers to support Managed Accounts and affiliated businesses. Remain current on industry trends related to market and product developments, changes to investment vehicle structures, and the launch of new strategies. Educational Requirements University (Degree) Preferred Work Experience 7+ Years Required; 10+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9IC Strong background in sourcing and underwriting private market funds within the wealth channel. Strong knowledge and subject matter expertise on evergreen, interval, semi-liquid vehicle structures. Experience with the iCapital platform preferred. Location(s) This position is deemed Hybrid Flex which means this position will not be a fully remote position but will allow for some flexibility. This position will be associated with the following TIAA metropolitan marketplaces or offices: Charlotte, NC or Frisco, TX. Related Skills Collaboration, Commercial Mindset, Customer Insights, Data Analysis, Differentiates Value Proposition, Digital Savviness, Influence, Innovation, Market Research, Market Research Competitive Analysis, Problem Solving, Product Research Anticipated Posting End Date 2026-09-05 Base Pay Range: $138,000/yr - $223,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). ______________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. Benefits And Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team Phone: View phone number on click.appcast.io Email: View email address on click.appcast.io Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. , Strong background in sourcing and underwriting private market funds within the wealth channel. Strong knowledge and subject matter expertise on evergreen, interval, semi-liquid vehicle structures. Experience with the iCapital platform preferred. Location(s) This position is deemed Hybrid Flex which means this position will not be a fully remote position but will allow for some flexibility. This position will be associated with the following TIAA metropolitan marketplaces or offices: Charlotte, NC or Frisco, TX. #J-18808-Ljbffr TIAA
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