ADOR, Equities Research

Associate Director, Equities Research
The Associate Director, Equities Research leads a team of research analysts focused on sector research: consumer, utilities, energy / materials, financials, healthcare, industrials, information technology, REITs; as well as dividend and value specialists. This job advises the firm's portfolio managers in search of investment opportunities for the firm's various equity research growth portfolios, as well as covering existing portfolio holdings. This job owns policy and strategy implementation for short-term equity research results.

Key Responsibilities and Duties

• Oversees the equity research process, working closely with the firm’s portfolio managers in searching for investment opportunities for the firm’s various equity portfolios as well as covering existing portfolio holdings.
• Conducts and oversees the assembling and reviewing data necessary to value potential holdings.
• Oversees teams responsible for managing equity market portfolios and supervising investment activities for the client and organization.
• Ensures partnerships are formed with cross-functional teams for targeted investment outcomes, while monitoring key performance indicators for optimal outcomes.
• Facilitates and reviews equity market research and manages the due diligence process for new investments.
• Reviews equity market statistics and quarterly and semi-annual reports for portfolio managers.
• Liaises and builds partnerships with portfolio managers and develops equity market strategies.
• Manages team performance through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional services and engagement, motivation, and team development.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9PL

Related Skills

Accountability, Asset/Investment Modeling, Asset Valuation, Capital Markets, Communication, Detail-Oriented, Equity Investments, Financial Modeling, Investment Research/Analysis, Market/Industry Dynamics, Portfolio Management, Sector Expertise

Anticipated Posting End Date:

2025-02-13

Base Pay Range: $206,300/yr. - $280,000/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

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

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, disa