529 Investment Product Research
- Type:
- Full Time
- Location(s):
- Frisco, TX 75034, United States
- 8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
- Date Posted:
- Salary:
- Base Pay Range: $84,200/yr - $149,000/yr
- Job Posting End Date:
- 2025-09-13-07:00
- Job ID:
- R250700181
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.
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- 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.
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 we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re 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. 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.
See our full Equal Employment Opportunity & Non-Discrimination statement below. 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: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.
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.
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.