Taxable Fixed Income Asset Backed Sr Research Associate

TIAA; Charlotte (NC); On-site; USD 108,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Research Associate for their Taxable Fixed Income team. This role involves conducting in-depth research and analysis of market trends, economic data, and specific financial products to optimize investment strategies. You will build models, prepare reports, and contribute to formal research processes, ensuring transparency and efficiency in managing the asset class. If you possess a strong background in ABS research and quantitative analysis, along with advanced Excel skills, this is an exciting opportunity to make a significant impact in a dynamic investment environment.

Qualifications

• 3+ years of experience in ABS Research and Asset Based Lending.
• Expertise in quantitative analysis and advanced Excel skills.

Responsibilities

• Conducts research analyses on organizations and financial products.
• Monitors and analyzes economic data to support investment decisions.

Skills

ABS Research

Quantitative Analysis

Documentation Review

Underwriting Process

Advanced Excel Skills

Education

University Degree Preferred

MBA or CFA

Tools

Bloomberg

Intex

Job description

The Taxable Fixed Income Senior Research Associate is part of the investment team, and will review investment opportunities by obtaining, organizing and analyzing Taxable Fixed Income market-related information from internal and external sources. Working under general supervision, this job monitors, researches and analyzes markets and trends to support investment decisions and optimize Taxable Fixed Income business.

Key Responsibilities and Duties

• Conducts research analyses on specific organizations, securities, financial products, and the overall economic environment to optimize Taxable Fixed Income business.
• Monitors, researches and analyzes relevant economic, industry, and company data and market trends, preparing reports and developing models to support investment decisions.
• Builds models and acquires, assembles, and normalizes research data sets to support Taxable Fixed Income portfolios.
• Assists in additional studies of industry groups or individual securities by searching for, compiling and analyzing data.
• Develops research methodologies and information sources to improve Taxable Fixed Income research.
• Contributes to all formal reports and research processes (internal ratings, recommendation lists, watch lists, etc.) that enable the efficient and transparent oversight of the asset class.
• Edits and prepares research materials and results for dissemination.
• Identifies opportunities to improve research quality for Taxable Fixed Income portfolio.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Sedentary Work

Career Level
7IC

Required Qualifications:

• 3+ years of direct experience in ABS Research, ABS Origination, Asset Based Lending

Preferred Qualifications:

• Subject matter expertise in Consumer, Commercial or Esoteric ABS/ABL
• MBA and/or CFA or related graduate degree
• Experience in quantitative analysis, documentation review, and underwriting process
• Advanced excel skills
• Knowledge and understanding of Bloomberg, Intex and database skills
• Experience with residual and loan level analysis

Anticipated Posting End Date: 2025-04-25

Base Pay Range: $108,800/yr. - $150,000/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.