529 Investment Product Research

The Investments Product Research job conducts market research and expedites idea generation through team collaborations and the streamlining of research processes. Under moderate supervision, this job prioritizes product development concepts and identifies key market insights.
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:

2025-09-13

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). 

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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.

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Phone: (800) 842-2755

Email: [email protected]

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