Description

Investor Relations Associate
The Investor Relations Associate is responsible for supporting the Head of Global Distribution, the Head of Investor Relations and the Head of Business Development in areas related to client services, performance reporting, business development and marketing. Under moderate supervision, this job prepares presentations for new and existing investors, coordinates the distribution of investor communications and completes both recurring and ad-hoc investor requests.

Key Responsibilities and Duties

• Work with portfolio managers assisting in periodic performance commentary writing
  

• Assist in factsheet generation and distribution and provide the GreshamQuant team with attribution information as well as regressions for use in the monthly factsheets
• Iterate with the GreshamQuant team to edit and finalize monthly commentary and maintain relevant marketing materials including fact sheet, tear sheet, deck, market list, data pack, etc. for two trend following hedge fund strategies
• Assist in creating ad-hoc analysis on portfolio performance and exposure and help edit verbiage for "research papers"
• Assist in generating other content generation - estimated performance summaries, monthly research commentary, monthly talking points, and content for client calls
• Answer miscellaneous requests from clients about performance, positioning, terms, etc.
• Complete ongoing client reporting based on an established checklist
• Prepare presentation materials for new and existing investors and complete DDQs, RFIs, RFPs, and questionnaires for consultants, investors and prospects
• Attend quarterly and ad hoc client meetings, providing supporting materials to Head of Business Development
• Ad-Hoc client servicing and reporting and manage new client onboarding as needed
• Assist in overseeing both the intra-month and month-end flows process
• Aid in the preparation of custom factsheets for clients
• Update the Quarterly Firm Snapshot for the President & CIO
• Maintain standard firm DDQs and develop an understanding of the firm's investment products to aid in the creation new marketing material

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Qualifications

Required

• 2 years experience in investor relations in a financial services industry

Preferred

• 3 years experience in investor relations in a financial services industry
• Strong Microsoft Office experience, especially excel

Qualifications

Required

• 2 years experience in investor relations in a financial services industry

Preferred

• 3 years experience in investor relations in a financial services industry
• Strong Microsoft Office experience, especially excel

Company Overview
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
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.

See our full Equal Employment Opportunity & Non-Discrimination statement below. You can 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: (800) 842-2755

Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.
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.

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.



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