Overview

About the Position

The Business Management team at TIAA Investments is seeking to hire an Associate to primarily focus on overseeing expenditures and budgets associated with the brokerage commissions paid to broker dealers for obtaining investment research, also known as “soft dollars” , which is a visible commitment to the Funds Board. The successful candidate in this role will also support the Head of Business Management to plan and execute a variety of projects associated with managing and coordinating business operations, including analysing the economic impact of new business opportunities and collaborating with business partners on executing TIAA Investments’ business activities. This position is located in Charlotte, NC.

Major Responsibilities:

  • Oversee soft dollar spend and budgeting
  • Oversight of financial LOB and public/registered products
  • Support area and business partner coordination
  • Analyse economics of new business opportunities
  • Program/project management
  • The associate will be expected to support and help the Head of Business Management oversee revenues and expenses, including the budget process for TIAA Investments
  • Participate in preparing and administering the preparation of certain TIAA-CREF Funds Board of Trustees materials

Required Skills and Experience:

  • 3-5 years of financial services experience
  • Demonstrated understanding of financial concepts and registered/public markets products
  • Problem solving is critical
  • Analytical thinker
  • Strong communication skills
  • Program/project management abilities

Desired Skills and Experience:

  • Able to lead without authority
  • Team player
  • Self-motivated

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