Director, Senior Investment Research Analyst

- Serve as a primary lead for private market investing for the firm ' s advisory programs, with responsibility for end-to-end manager sourcing and underwriting, investment strategy, and thought leadership. - Support investment strategy and portfolio construction decisions related to private market investments by working in collaboration with the asset allocation teams. - Lead thought leadership initiatives on private markets by developing written content to support advisors and portfolio managers, as well as participate on internal and external engagements. - Serve as a trusted resource for private market investments by providing education to advisors, portfolio managers, and clients. - Responsible for conducting in-depth quantitative and qualitative analysis and due diligence of public and private market investment managers. - Responsible for executing the manager research fund selection process by sourcing new investment managers and generating comprehensive thesis reports to support investment manager selection and oversight processes. - Evaluate and monitor investment manager performance and risk, in addition to qualitative criteria including organizational stability, investment personnel, investment & risk management process, investment capacity, regulatory compliance, and analytical criteria. - Responsible for coordinating all aspects of due diligence and monitoring process, including submitting due diligence questionnaires, leading investment manager meetings/on site visits, and developing annual assessments for coverage area. - Responsible for all governance and procedural aspects related to developing and maintaining an approved list of investment managers to support Managed Accounts and affiliated businesses. - Remain current on industry trends related to market and product developments, changes to investment vehicle structures, and the launch of new strategies.

- Strong background in sourcing and underwriting private market funds within the wealth channel. - Strong knowledge and subject matter expertise on evergreen, interval, semi-liquid vehicle structures. Experience with the iCapital platform preferred.

Location(s): This position is deemed Hybrid Flex which means this position will not be a fully remote position but will allow for some flexibility. This position will be associated with the following TIAA metropolitan marketplaces or offices: Charlotte, NC or Frisco, TX.

Collaboration, Commercial Mindset, Customer Insights, Data Analysis, Differentiates Value Proposition, Digital Savviness, Influence, Innovation, Market Research, Market Research Competitive Analysis, Problem Solving, Product Research