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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Charlotte, North Carolina

Salary: $58K - $95K

The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA, formerly TIAA-CREF), is a Fortune 100 financial services organization that is a provider of financial services in the academic, research, medical, cultural and governmental fields. TIAA serves over 5 million active and retired employees participating at more than 15,000 institutions and has $1 trillion in combined assets under management with holdings in more than 50 countries.

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

Required Qualifications

  • 2+ years of financial services experience; specifically in investment research

Preferred Qualifications

  • 3+ years of financial services experience; specifically in investment research & researching trends in product development
  • Bachelor’s Degree
  • CFA designation (or progress towards CFA designation)
  • Strong attention to detail
  • Ability to multi-task and prioritize in a dynamic environment
  • Possess strong analytical and problem solving skill
  • Strong communication skills
  • Excellent organizational skills
  • Is self-motivated and assumes responsibility


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:


Base Pay Range: $57,800/yr. – $95,000/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

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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: