2,735 Investment Research jobs in the United States
Investment Research Analyst
Posted today
Job Viewed
Job Description
Join a High-Impact Advisory Team
Are you a top-performing audit professional ready to take your career to the next level? A leading boutique advisory firm is seeking a Senior Associate to join its dynamic team. This is a unique opportunity to work on high-profile mergers and acquisitions (M& A) transactions, collaborate with seasoned professionals, and make a real impact in the financial due diligence space.
Why This Role Stands Out
+ High-Visibility Projects: Work with major private equity firms and corporate acquirers on complex, high-value transactions.
+ Entrepreneurial Culture: Be part of a team that values ownership, initiative, and intellectual curiosity.
+ Growth-Oriented Environment: Your hard work is recognized and rewarded with opportunities for advancement and skill development.
What You'll Do
+ Analyze financial statements of target companies to assess earnings, cash flows, and financial health.
+ Lead and manage communications with internal teams and external stakeholders.
+ Create sophisticated Excel models and PowerPoint presentations to deliver insights.
+ Juggle multiple projects and adapt quickly to new challenges.
+ Tell compelling stories through data and financial analysis.
Ready to Make an Impact?
If you're driven, detail-oriented, and excited by the fast-paced world of M& A, we want to hear from you. Join a team where your insights matter and your growth is supported.
Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - I'd love to connect!
Requirements
What We're Looking For
+ Bachelor's degree in Finance, Accounting, or Economics.
+ 2+ years of experience in audit or financial due diligence (Big 4 background preferred).
+ CPA required (inactive status acceptable); CFA or advanced degrees are a plus.
+ Deep understanding of GAAP and financial statements.
+ Advanced proficiency in Excel and PowerPoint; experience with Power BI or Alteryx is a bonus.
+ Strong communication, analytical, and organizational skills.
+ A proactive, collaborative mindset with a passion for client service.
Excited about this role? We'd love to hear from you!
Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario - let's explore how this opportunity could be the right fit for your next career move.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
SQL Developer Investment Research
Posted 21 days ago
Job Viewed
Job Description
Want to be part of transforming a rapidly growing(AUM) asset management firm that has a great culture of valuing their employees? If so lets go over all the specifics together.
The Senior Database Engineer primarily responsible for the design, build out, performance and management of the data systems and technologies that drive the firm's investment research process. As a member of the Database Operations Team the Engineer will report to the manager of Database Operations and will work with the DBA team to provide technical expertise and guidance to the Investment Research Development staff.
Candidates must have deep experience with relational database design and development on the SQL Server platform. A solid understanding of SQL Server internals and the ability to spot problematic areas, analyze solutions, propose resolutions and direct their implementation is essential. In addition to MS SQL administration the candidate will play a critical role in evaluating, piloting and migrating to alternative data stores that may be more appropriate based on the latency, parallelization and isolation demands of a variety of critical use cases. Experience with cloud database technologies, primarily on AWS, preferred.
A successful candidate is a motivated self-starter with an aptitude for learning new skills and environments quickly while multi-tasking on more than one deliverable.
Responsibilities:
• Work closely with Investment Research Development teams to ensure that database design and code is optimized, scalable, and meets standards regardless of platform
• Evaluate new technologies and implement enhancements to existing platforms
• Efficiently and effectively troubleshoot problems in all environments as they arise
• Identify and correct bottlenecks
• Review developer database code and work with developers to implement suggested enhancements
• Occasional on-call responsibilities of mission critical systems
• Contribute directly on data preparation and ETL workflows.
Qualifications:
• Bachelor's degree in computer science or a related technical field is preferred
• 5-8 years of closely related experience with Microsoft SQL Server 2012 and later
• Experience designing and implementing non-relational database technologies (MongoDB, Hadoop, SPARK, etc.)
• Advanced T-SQL programming, performance, and optimization techniques
• Software development or scripting experience (PowerShell, python, C#, node.js, etc.)
• Experience working with High Performance Computing supporting Machine Learning
• Experience with database technologies running on AWS
• Knowledge of Windows Server 2012/2016, Linux platforms
#LI-JW1
Asset Management Investment Research Analyst - CFA, CAIA
Posted today
Job Viewed
Job Description
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Asset Management Investment Research Analyst assists in the selection, evaluation, and on-going monitoring of investment managers.
**Primary Responsibilities**
+ Identifies and recommends investment managers in assigned sub-asset class or classes
+ Performs ongoing due diligence and monitoring of assigned investment managers
+ Recommends managers for inclusion within Regions Asset Management model portfolios
+ Manages relationships with external third-party managers
+ Writes white papers on investment-related topics
+ Conduct research focused on individual securities/issuers when appropriate
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree in Finance, Accounting, or a related field
**Preferences**
+ Master's degree in Business Administration and/or CFA Charter
+ CAIA, CMT, FRM
+ PitchBook
+ Quantitative acumen
**Skills and Competencies**
+ Experience using Bloomberg and/or Factset
+ Proficient in Excel
+ Proficient verbal and written communication skills
+ Proficient analytical and quantitative skills
+ Proactive with a drive for knowledge regarding investments of all types
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$57,278.10 USD
**_Median:_**
$78,680.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Highland Associates - Birmingham
**Location:**
Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Credit Investment Research - VP or Director (Fontana)
Posted 12 days ago
Job Viewed
Job Description
Credit Investment Research -
VP or Director
A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.
Our client is seeking an experienced VP or Director to join their growing team of investment professionals. This position will support the firm's advisory business and credit research team. The ideal candidate will have strong investment acumen and research experience with an understanding of manager research ideally in the private credit space. The candidate will be responsible for taking a leadership role in the manager due diligence process and other research related projects and tasks that support both the firm's advisory business and investment management business. This position is onsite out of the firm's Los Angeles office.
Job Duties and Responsibilities
- Leading manager research and due diligence for funds in support of the firm's investment advisory business.
- Lead credit research projects such as market mapping, performance comparisons, fee comparisons, and other topical research.
- Prepare client deliverables such as amendment recommendations and annual meeting summaries.
- Oversee and maintain the firm's manager databases.
- Assist in monitoring existing and new fund investments.
- Travel may be required to attend conferences, annual meetings, and other industry events as needed.
- Present recommendations to the firm's clients and the firm's internal investment committees.
Qualifications
Our client offers a competitive compensation and benefits package and is an equal opportunity employer. They are an institutional investment consultant and asset manager providing advisory services to pension funds, endowments, and foundations with over $100 billion of assets.
J-18808-Ljbffr
#J-18808-LjbffrCredit Investment Research - VP or Director (, CA, United States)
Posted 12 days ago
Job Viewed
Job Description
Credit Investment Research - VP or Director
Our client is seeking an experienced VP or Director to join their growing team of investment professionals. This position will support the firms advisory business and credit research team. The ideal candidate will have strong investment acumen and research experience with an understanding of manager research ideally in the private credit space. The candidate will be responsible for taking a leadership role in the manager due diligence process and other research related projects and tasks that support both the firms advisory business and investment management business. This position is onsite out of the firm's Los Angeles office.
Job Duties and Responsibilities
- Leading manager research and due diligence for funds in support of the firms investment advisory business.
- Lead credit research projects such as market mapping, performance comparisons, fee comparisons, and other topical research.
- Prepare client deliverables such as amendment recommendations and annual meeting summaries.
- Oversee and maintain the firms manager databases.
- Assist in monitoring existing and new fund investments.
- Travel may be required to attend conferences, annual meetings, and other industry events as needed.
- Present recommendations to the firm's clients and the firm's internal investment committees.
Qualifications
- Undergraduate degree in finance or economics required.
- Advanced degree such as MBA or JD a plus.
- CFA or CAIA designation a plus.
- Ideal candidate will have 5 to 10 years experience.
- Excellent communication skills is a must.
- The position is located in the firm's Los Angeles office.
Our client offers a competitive compensation and benefits package and is an equal opportunity employer. They are an institutional investment consultant and asset manager providing advisory services to pension funds, endowments, and foundations with over $100 billion of assets.
#J-18808-LjbffrInvestment Quantitative Research Senior Analyst
Posted 13 days ago
Job Viewed
Job Description
Duties: Develop and maintain capital market forecast models and compute/generate strategic return estimates across global asset classes. Create long-term strategic asset allocations across risk levels, geographic regions, and reference currencies. Automate quantitative research processes and streamline workflows to increase efficiency. Utilize machine learning or statistical modeling techniques to identify the best economic/financial variables to predict business conditions. Employ quantitative data analysis tools to clean up big financial data. Write statistical programs to create statistical modelling tools to help forecast future company returns. Apply financial knowledge to evaluate asset class attractiveness. Write financial technical documents including model validations. Analyze risk of various companies/asset classes through modern risk management techniques. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols.
Requirements: Master's degree, or foreign equivalent, in Statistics, Math Finance, Economics, or a related field, and two (2) years of experience in the job offered or in a related quantitative occupation utilizing models to analyze data. Employer will accept pre- or post- Master's degree experience. Two (2) years of experience must include: Utilizing programming languages including Python or MATLAB to perform statistical modeling, regression analysis, and data cleaning on large scale financial data; Analyzing financial and economic data through statistical/mathematical tools including Python or MATLAB to observe data patterns or potential issues; Building statistical models by choosing the right econometric/statistic methodology to forecast future economic/financial trends; Automating data gathering process through advanced programming of Python to effectively and efficiently collect data from multiple data sources; Utilizing advanced machine learning skills including Random Forest, Neural Network, or Regression Analysis to understand factors impacting financial markets; and Working with large database management and back-testing systems. 40 hrs./wk. Applicants submit resumes at . Please reference Job ID #25886419. EO Employer.
Wage Range: $123,000 to $123,000/year
Job Family Group: Private Client Product Service
Job Family: Investment Quant Research
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**Job Family Group:**
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**Job Family:**
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**Time Type:**
Full time
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**Primary Location:**
New York New York United States
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**Primary Location Full Time Salary Range:**
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Sept 26, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
529 Investment Product Research
Posted 3 days ago
Job Viewed
Job Description
**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:**
2025-08-25
Base Pay Range: $84,200/yr - $149,000/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 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**
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.
**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.
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 ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**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 ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
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About the latest Investment research Jobs in United States !
529 Investment Product Research
Posted 4 days ago
Job Viewed
Job Description
**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:**
2025-08-25
Base Pay Range: $84,200/yr - $149,000/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 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**
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.
**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.
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 ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**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 ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
529 Investment Product Research
Posted 4 days ago
Job Viewed
Job Description
**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:**
2025-08-25
Base Pay Range: $84,200/yr - $149,000/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 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**
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.
**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.
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 ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**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 ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
Macro Research, Quantitative Investment Strategies Research, Vice President
Posted 7 days ago
Job Viewed
Job Description
The Quantitative Investment Strategies team in Morgan Stanley Investment Research is a partner to our clients in all aspects related to systematic investment. The key responsibility of the team is to provide best-in-class research on all aspects of quantitative investment strategies including signal generation, portfolio construction and risk management. Research focuses on a broad range of strategies including academically motivated factor strategies as well as state-of-the-art alpha signals. Using advanced econometric and statistical techniques, the team researches strategies across all asset classes and monitors their performance on an ongoing basis. The team is closely integrated with the Quantitative Investment Strategies group in Morgan Stanley sales and trading.
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. We can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
What Will You Be Doing?
- Conduct independent research on quantitative investment strategies across all asset classes with a focus on volatility in macro assets and equities.
- Collaborate closely with sales and trading in the implementation of quantitative investment strategies.
- Work with clients on bespoke research to address specific questions around systematic investment solutions.
- Monitor researched quantitative investment strategies.
- Write research reports to summarize and market the research efforts of the team.
- Interact with clients to discuss the group's research and help with specific investment solutions.
- Follow the literature in the space of quantitative investment strategies.
What We're Looking For:
- Ph.D. or strong quantitative Master in natural sciences/Economics.
- Strong in statistics and Math's.
- Proven track record in using MATLAB, R, Python, C++, or comparable programming language to solve complex problems.
- Ability to build scalable and well-crafted codes.
- Experience in structuring is a plus.
Skills That Will Help You In The Role:
- Experience in research and development of systematic strategies in the volatility space in equity or macro assets is a requirement. This experience can cover alpha generation as well as hedging applications.
- Experience in the development of linear strategies in equities or macro asset classes is a plus.
- Ideally experience in econometrics (GARCH, SVM, Ridge regression, Neutral Networks, etc.).
- At least basic understanding of portfolio theory.
- Strong verbal and written communication.
What You Can Expect From Morgan Stanley:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $150,000 and $00,000 per year for Associate, and between 225,000 and 250,000 per year for VP, at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).