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Portfolio Overlay & Quantitative Analyst

TIAA

$128,600 - $180,200
Sep 30, 2025
Dallas, TX, US
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TIAA is looking to support the overlay investment management functions for their Managed Account programs, including rebalancing, tax loss harvesting, and transition management, and to design database structures and maintain code for critical processes.

Requirements

  • Experience using control systems (Git) / SQL or other databases Preferred
  • Strong proficiency with Python
  • CFA, FRM Preferred

Responsibilities

  • Contribute to overlay investment management functions, including the research, development, implementation, monitoring, and communication of the processes for rebalancing, tax loss harvesting, transition management, cash raise, and proxy replacement.
  • Assist with the monitoring and implementation of tax loss harvesting and transition management capabilities and services.
  • Partner across investment teams to develop and maintain quantitative engineering tools and analytical capabilities to support investment and business requirements.
  • Responsible for the design and implementation scalable data pipelines to collect, process, and store network data from multiple sources for the investment team.
  • Partner with investment teams to research and develop new quantitative analytical tools to drive process efficiency and scalability.
  • The role will be responsible for establishing and maintaining job aids and code to support various critical investment processes.

Other

  • University (Degree) Preferred
  • 5+ Years Required; 7+ Years Preferred
  • Physical Requirements: Sedentary Work
  • An ideal candidate would be able to point to a GitHub repository or work on Open Source packages to showcase skills related to this position.