Research Associate

Florence-Graham, USA
Oct 21, 2019
Oct 30, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
All companies + Hiring difference makers. ☰ Research Associate-SBAM New  Nuveen     1 day ago Post Date Apply for Job Share this Job

Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future.

Founded in 1987, and with offices in Los Angeles and Chicago, Santa Barbara Asset Management was built upon the fundamental belief that a well-managed, consistently growing enterprise is a valuable place to invest. Santa Barbara Asset Management is an affiliate of Nuveen and focused on dividend growth investment with experience and expertise in managing equity portfolios for individuals, corporations, endowments, foundations an public plans. For more information about the firm, please visit our website:


The Research Associate is responsible for assisting various Research Analysts in their primary equity sector and industry coverage. The associate will gather data, construct models, monitor holdings and prepare materials to facilitate investment meetings. This person will also support the client service team.


The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.
  • Participate in investment team meetings
  • Construct financial models
  • Analyze company and industry trends
  • Conduct financial analysis
  • Attend industry conferences
  • Perform performance attribution
  • Prepare research reports and industry presentations


To perform this job successfully, in individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:
  • Bachelor's degree in Finance, Business or Economics from an accredited university
  • MBA and/or CFA required
  • 5-7 years post-bachelors experience in an equity research role or investment banking role.
Interpersonal/Communication/Language Skills:
  • Excellent team player
  • Strong work ethic and intellectual curiosity
  • High degree of initiative
  • Excellent written and verbal communication skills
Mathematical/Analytical/Reasoning Skills:
  • Strong organizational, analytical and financial skills
  • Strong attention to detail
  • Intermediate accounting and finance skills
  • Excellent computer skills with MS Office Suite (advanced MS Excel)
  • Bloomberg
  • Factset

Equal Employment Opportunity is not just the law, its our commitment. Read more about the . ance applying due to being visually or hearing impaired, please email .

We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.
Additional Information
  • Requisition ID: 1722593
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