Corporate Access, Public Equities

TIAA • New York, NY

2d

About The Position

The incumbent will lead the design and execution of the Public Equities platform's corporate access strategy, ensuring portfolio managers and research analysts across public equity strategies have consistent, high-quality connectivity to public-company management teams, industry experts, and other differentiated sources of investment insight. The role owns broker relationships, builds direct issuer engagement, and constructs scalable access infrastructure in partnership with the public equities investment team and in alignment with firm compliance standards.

The position also serves as a strategic partner to Public Equities leadership, advancing strategic, investment, commercial, and organizational initiatives. It coordinates execution across the Equities organization and enterprise partners, supports leadership decision-making, and develops processes and tools that strengthen collaboration, transparency, and execution across the platform.

The role leads sell-side broker relationships, assesses broker research and corporate access, and works with investment teams and stakeholders to prioritize brokerage resources and conduct broker review and voting processes. It defines corporate access priorities and develops differentiated engagement opportunities, including one-on-one meetings, site visits, and small-group sessions. The role represents the platform externally as a senior, trusted point of contact.

The position requires at least 5 years of work experience; 7 or more years is preferred. A university degree is preferred. The work is described as sedentary. Base pay is $200,000 to $250,000 per year. Compensation may also include participation in an incentive program, depending on the role.

Requirements

• At least 5 years of work experience.
• Expertise or related skills in asset/investment modeling, asset classes, capital markets, client relationship management, continuous improvement, data-based decision-making, equity investments, executive presence, financial risk management, investment accounting, investment management, investment research/analysis, and portfolio management.

Nice To Haves

• 7 or more years of work experience preferred.
• University degree preferred.

Responsibilities

• Serve as a strategic partner to Public Equities leadership and advance strategic, investment, commercial, and organizational initiatives.
• Coordinate execution across investment teams and partner organizations, including Distribution, Product, Trading, Risk, Compliance, Operations, and Technology.
• Engage senior firm leaders to coordinate priorities, surface issues, accelerate decisions, and execute Equity platform initiatives.
• Lead or support cross-functional projects and improve collaboration and connectivity across the Equity platform.
• Coordinate selected external strategic relationships and initiatives connected to broader Equity platform priorities.
• Identify and advance opportunities to strengthen investment capabilities, operating practices, commercial effectiveness, and organizational connectivity.
• Translate strategic priorities into workstreams, milestones, ownership, and follow-through.
• Support senior leadership meetings, strategic planning, and platform communications by synthesizing information, identifying issues and decisions, and coordinating follow-up.
• Develop scalable processes, tools, and operating disciplines that improve transparency, information sharing, and execution across Public Equities.
• Take on emerging priorities and special projects on behalf of Equity leadership.
• Own and deepen strategic sell-side broker relationships as a senior relationship lead for equity research and access counterparties.
• Evaluate the quality and value of broker-provided research and corporate access using qualitative and quantitative measures.
• Partner with investment teams, Trading, Compliance, and other stakeholders to prioritize brokerage resources, including commissions, votes, and eligible research and access services.
• Lead periodic broker review and voting processes and align resources with research and investment priorities.
• Define and lead the Public Equities corporate access strategy in alignment with research priorities, sector coverage, and investment processes.
• Be accountable for the quality, breadth, and efficiency of corporate access supporting public equity strategies.
• Develop differentiated engagement opportunities, including one-on-one meetings, site visits, small-group sessions, and other direct interactions.
• Represent the Public Equities platform externally and use relationships to enhance investment insight and platform connectivity and visibility.

Benefits

• Superior retirement program.
• Competitive health, wellness, and work-life offerings supporting physical, emotional, and financial well-being.
• Compensation may include participation in a performance-linked incentive program, depending on the role.

What This Job Offers

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