Director, Senior Investment Research Analyst

About the Role

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, with an immediate focus on supporting the investment strategy, infrastructure, and selection methodology build-out for private market funds.

Responsibilities

• 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 collaborating 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 in internal and external engagements.
• Serve as a trusted resource for private market investments by providing education to advisors, portfolio managers, and clients.
• Conduct in-depth quantitative and qualitative analysis and due diligence of public and private market investment managers.
• Execute 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, including qualitative criteria such as organizational stability, investment personnel, investment & risk management process, investment capacity, regulatory compliance, and analytical criteria.
• Coordinate all aspects of the due diligence and monitoring process, including submitting due diligence questionnaires, leading investment manager meetings/on-site visits, and developing annual assessments for the coverage area.
• Oversee 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.

Requirements

• Strong background in sourcing and underwriting private market funds within the wealth channel.
• Strong knowledge and subject matter expertise on evergreen, interval, and semi-liquid vehicle structures.
• Experience with the iCapital platform preferred.

Qualifications

• University degree preferred.
• 7+ years of work experience required; 10+ years preferred.

Schedule

This position is deemed Hybrid Flex, meaning it is not fully remote but allows for some flexibility. The role will be associated with TIAA metropolitan marketplaces or offices in Charlotte, NC or Frisco, TX.

Pay

Base Pay Range: $138,000/yr - $223,000/yr. Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. The competitive compensation package may also include participation in an incentive program linked to performance.

Benefits

The organization offers a comprehensive Total Rewards package designed to support the well-being of associates and their loved ones. Benefits include a superior retirement program, highly competitive health, wellness, and work-life offerings to help achieve and maintain physical, emotional, and financial well-being.

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

About the Company

TIAA is a market-leading retirement company and world-class asset manager with over 100 years of history delivering secure retirements for millions. The company is committed to evolving to meet tomorrow’s challenges while maintaining a culture of impact guided by values such as championing people, client obsession, integrity, ownership, and teamwork. TIAA thrives in a collaborative in-office environment where teams work across organizational boundaries to drive innovation and meaningful results.