Impact Analyst

TIAA • Charlotte, NC

2d

About The Position

The Taxable Fixed Income Impact Analyst plays a central role in managing and monitoring investment portfolios within a dynamic investment environment. Operating with strategic autonomy and management guidance, this position assists in the execution of investment strategies designed to optimize client portfolio performance and deliver measurable business value across approximately 36 mandates representing up to $25 billion in assets under management.

Requirements

• Minimum 3+ years of VBA and/or python coding experience in the investment industry

Nice To Haves

• Fixed income experience
• Financial model experience
• Bloomberg experience

Responsibilities

• Monitor and support portfolio management activities across diverse investment products including labeled bonds and bespoke solutions spanning the capital stack and all fixed income sectors
• Develop, maintain, and enhance quantitative reports and analytical tools while managing the impact investment database to ensure data accuracy and completeness
• Work with large datasets involving market pricing, security marks, and portfolio attribution to prepare regular portfolio status reports for clients and internal management
• Serve as the primary liaison between Portfolio Management and key stakeholders including Client Portfolio Management, Marketing, Sales, and RFP teams, acting as the central point of contact for data requests, pitch materials, and client inquiries
• Translate complex investment strategies and portfolio information for sales presentations and business development efforts
• Collaborate cross-functionally to identify and resolve data integrity issues while supporting the broader impact investment team with project execution
• Monitor market conditions, trends, regulatory changes, and tax considerations that may affect portfolio performance

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level