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529 Investment Product Research

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Job Location drjobs

Frisco, TX - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description


The Investments Product Research job conducts market research and expedites idea generation through team collaborations and the streamlining of research processes. Under moderate supervision this job prioritizes product development concepts and identifies key market insights.

Key Responsibilities and Duties
  • Participates in the due diligence research process of investment products and disseminates communications on company performance.
  • Engages business stakeholders and shares research insights that create client-centric investment product solutions.
  • Builds a comprehensive repository of market specific information that identifies thematic insights and best practices in product development.
  • Develops investment research deliverables based on client corporate and stakeholder inputs.
  • Assists with day-to-day product operations and researches trends in product development brand positioning and customer satisfaction.
  • Synthesizes market data and product information from multiple sources and makes recommendations for investment strategy.
  • Gathers data on investment products and generates reports that illustrate market performance.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 2 Years Required; 3 Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
6IC

2 Years Required 3 Years Preferred of the following requisite experience strongly desired:

  • Experience in Fund Manager Research

  • Morningstar Direct or eVestment

  • CFA designation or demonstrated pursuit of CFA

Location: This position is deemed Hybrid Flex which means this position will not be a fully remote position but will allow for some flexibility. Target locations for these opportunities is 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:

Base Pay Range: $84200/yr - $149000/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 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 were a market-leading retirement company fueled by world-class asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.

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. Thats 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.

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:

Email:

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.

ForApplicants of TIAA Global Capabilities click here.

For Applicants of Nuveen residing in Europe and APAC please click here.

Employment Type

Full-Time

About Company

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