Job description
Sr Equity Analyst
The Sr Equity Analyst is a part of TIAA Investment Management Group (IMG) organization and produces fundamental bottom-up equity investment ideas utilizing independent thought, primary research, and fact-based analysis.
Key Responsibilities and Duties
Career Level
9IC
Skills/Experience Expectations:
Base Pay Range: $131,300/yr. - $218,800/yr.
The Sr Equity Analyst is a part of TIAA Investment Management Group (IMG) organization and produces fundamental bottom-up equity investment ideas utilizing independent thought, primary research, and fact-based analysis.
Key Responsibilities and Duties
- Initiates and sustains deep-dive fundamental equity analysis of publicly traded securities.
Creates strong and consistent alpha applying a bottom-up, fundamental investment process.
Creates and proactively communicates investment recommendations on individual securities, as well as provide views on the attractiveness of relevant industries.
Constructs financial models and analysis on subject companies.
Interviews company management, sell-side analysts, and industry contacts via virtual and in-person meetings.
Prepares written reports on companies under coverage.
Recommends securities to included in the LC Core portfolio.
Contributes to broader thought leadership of the IMG team.
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- Physical Requirements: Sedentary Work
Career Level
9IC
Skills/Experience Expectations:
-
Produce fundamental bottom-up equity investment ideas utilizing independent thought, primary research, and fact-based analysis.
- Exchanging ideas in a team setting defending the investment merits of recommended ideas.
- Ability to travel as needed to research conferences and/or client meetings.
Required Qualifications
The requirements listed below are representative of the knowledge, skill and/or ability required.
- 5+ years of professional buy-side equity analysis experience.
Preferred Qualifications
The requirements listed below are representative of the knowledge, skill and/or ability preferred.
- 7+ years of professional buy-side equity analysis experience.
- CFA designation and/or MBA.
- Strong communications skills.
- Demonstrated proficiency in basic computer applications such as: Microsoft Office, and/or Bloomberg.
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 location. In 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
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
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/Affirmative Action Employer. We 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 protected status.
Read more about the Equal Opportunity Law
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
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 Nuveen residing in Europe and APAC, please click
here
.
For Applicants of Greenwood residing in Brazil (English), click
here
.
For Applicants of Greenwood residing in Brazil (Portuguese), click
here
.
For Applicants of Westchester residing in Brazil (English), click
here
.
For Applicants of Westchester residing in Brazil (Portuguese), click
here
.
dudleyanddudleyllc.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, dudleyanddudleyllc.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, dudleyanddudleyllc.com is the ideal place to find your next job.