Portfolio Overlay & Quantitative Analyst
Portfolio Overlay & Quantitative Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
The Portfolio Overlay & Quantitative Analyst role will support the overlay investment management functions for our Managed Account programs including rebalancing tax loss harvesting and transition management. The position will also support the data engineering initiatives of the investment team by engaging with various members to design database structures and maintain code for critical processes.
Key Responsibilities and Duties
- Contribute to overlay investment management functions including the research development implementation monitoring and communication of the processes for rebalancing tax loss harvesting transition management cash raise and proxy replacement.
- Assist with the monitoring and implementation of tax loss harvesting and transition management capabilities and services.
- Partner across investment teams to develop and maintain quantitative engineering tools and analytical capabilities to support investment and business requirements.
- Responsible for the design and implementation scalable data pipelines to collect process and store network data from multiple sources for the investment team.
- Partner with investment teams to research and develop new quantitative analytical tools to drive process efficiency and scalability.
- The role will be responsible for establishing and maintaining job aids and code to support various critical investment processes.
- CFA FRM Preferred
- Experience using control systems (Git) / SQL or other databases Preferred
- Strong proficiency with Python
- University (Degree) Preferred
- 5 Years Required; 7 Years Preferred
- Physical Requirements: Sedentary Work
Career Level
8IC
- An ideal candidate would be able to point to a GitHub repository or work on Open Source packages to showcase skills related to this position. While not required please feel free to share any work that is publicly available.
Anticipated Posting End Date:
Base Pay Range: $128600/yr - $180200/yrActual 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 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 were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows 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 Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause 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. 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.
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:
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.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
IC
Employment Type
Full-Time
