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TIAA Research Analyst -SBAM in LOS ANGELES, California

COMPANY OVERVIEW:

Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future.

Founded in 1987, and with offices in Los Angeles and Chicago, Santa Barbara Asset Management was built upon the fundamental belief that a well-managed, consistently growing enterprise is a valuable place to invest. Santa Barbara Asset Management is an affiliate of Nuveen and focused on dividend growth investment with experience and expertise in managing equity portfolios for individuals, corporations, endowments, foundations an public plans. For more information about the firm, please visit our website: https://www.sbasset.com/home

POSITION SUMMARY:

The research analyst is responsible for monitoring portfolio holdings in their assigned industry coverage. The analyst will recommend deletions to the portfolio as well as make new additions. During investment meetings the analyst will communicate their knowledge to help the team come to decisions on portfolio holdings. This person will also support the client service team with information that helps communicate our investment process.

KEY RESPONSIBILITIES AND DUTIES:

The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive

  • Make investment recommendation on portfolio holdings

  • Participate in investment team meetings

  • Convey industry knowledge at due diligence meetings

  • Construct financial models

  • Analyze company and industry trends

  • Conduct financial analysis

  • Prepare research reports and industry presentations

  • Attend industry investment conferences

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perfrom each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

  • Bachelor's degree in Finance, Business, or Economics from an accredited university

  • MBA and/or CFA a plus

  • 5-7 years post-bachelor's experience in an analyst role at a money management firm

  • Sell-side research

Interpersonal/Communication/Language Skills;

  • Excellent team player

  • Strong work ethic and intellectual curiosity

  • High degree of initiative

  • Excellent written and verbal communication skills

Mathematical/Analytical/Reasoning Skills;

  • Strong organizational, analytical and financial skills

  • Strong attention to detail

  • Intermediate accounting and finance skills

Technical:

  • Excellent computer skills with MS Office (advanced MS Excel experience)

  • Bloomberg

  • Factset

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.

If you need assistance applying due to being visually or hearing impaired, please email.

We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Additional Information

  • Requisition ID: 1720492

Field: Legal, Compliance, & Risk

Company: Nuveen

Post Date: 5 days ago

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