Impact Analyst

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.

• 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

University (Degree) Preferred

3+ Years Required; 5+ Years Preferred

Sedentary Work

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

• Fixed income experience
• Financial model experience
• Bloomberg experience

Adaptability, Asset Class Expertise, Collaboration, Consultative Communication, Critical Thinking, Financial Risk Management, Fixed Income Investments, Investment Research/Analysis, Portfolio Management, Relationship Management, Research Synthesization

Anticipated Posting End Date:

Base Pay Range: $131,000/yr - $183,000/yr

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.