TFI Research Analyst

Posted 3 Days Ago
Be an Early Applicant
San Francisco, CA
118K-180K Annually
Mid level
Fintech • Financial Services
Together, we fight to ensure a more secure future for millions more Americans.
The Role
The TFI Research Analyst will evaluate convertible bond issuers in the technology and healthcare sectors, make investment recommendations, monitor investments, engage with management teams, and prepare analytical reports to support decision-making.
Summary Generated by Built In

Nuveen Investment’s Leveraged Finance team is seeking to hire an analyst to evaluate the full capital structure of convertible bond issuers, the majority of whom are in the technology and healthcare sectors.

The Leveraged Finance platform at Nuveen applies a collaborative and team-based approach to rigorous fundamental underwriting across the capital structure and risk spectrum. The team’s philosophy is to invest, both long and short, where relative value dislocations and event driven catalysts exist. Investment strategies include hedge funds, separately managed accounts, comingled strategies and sub-advisory mandates for both retail and institutional clients, including Nuveen’s parent company, TIAA-CREF.

This analyst will be dedicated to a multi-strategy credit hedge fund that includes convertible arbitrage, long/short credit, and CLO investments.

Key Responsibilities and Duties

  • Assume primary coverage for convertible bond investments, both new issues and secondary opportunities.
  • Make investment recommendations and have real-time views on companies, including their credit quality and equity valuation.
  • Actively monitor investments and take predictive approach to managing risk exposures.
  • Engage with management teams regularly to discuss business conditions and potential catalysts
  • Monitor, research and analyze relevant economic, industry, and company data and market trends, preparing reports and developing models to support investment decisions.
  • Contributes to all formal reports and research processes (internal ratings, recommendation lists, watch lists, etc.) that enable the efficient and transparent oversight of the coverage universe.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3+ Years Required; 5+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level
7IC

Related Skills

Asset Valuation, Capital Markets, Collaboration, Communication, Credit Analysis, Data Analysis, Financial Modeling, Fixed Income Investments, Investment Research/Analysis, Investments, Market/Industry Dynamics, Research Synthesization, Sector Expertise, Underwriting

Anticipated Posting End Date:

2025-01-31

Base Pay Range: $118,100/yr. - $180,000/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). 

_____________________________________________________________________________________________________

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, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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: [email protected]

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 Nuveen residing in Europe and APAC, please click here.

The Company
Charlotte, NC
0 Employees
Hybrid Workplace
Year Founded: 1918

What We Do

Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. 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.

And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.

Why Work With Us

TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.

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