Senior Investment Performance Analytics Analyst
Chicago, IL - USA
Job Summary
The Senior Investment Performance Analytics Analyst is a trusted expert who delivers critical performance insights across our investment platform. Youll partner with portfolio management marketing client services compliance and other teams to provide the analytics that drive key business decisions. This role combines deep technical expertise in multi-asset performance measurement with strong stakeholder relationships. Working with autonomy youll lead complex workflows solve challenging problems and help shape how we evolve our performance capabilities to meet the firms needs.
Key Responsibilities and Duties
Support reporting needs across asset classes (equity fixed income and alternatives) encompassing investment performance attribution characteristics and risk statistics
Calculate analyze and interpret performance returns and attribution across equity fixed income multi-asset and alternative investment strategies
Perform comprehensive reconciliation of performance metrics to ensure accuracy and consistency across all reporting channels
Generate and distribute performance analytics portfolio characteristics and attribution analysis to internal and external stakeholders
Serve as subject matter expert on complex attribution methodologies and performance measurement challenges
Act as key point of contact for internal business partners across front office marketing client reporting and compliance teams
Participate in enterprise projects ensuring deadlines are met while collaborating with other business units throughout the firm
Collaborate with stakeholders to understand evolving needs and proactively deliver solutions that support business objectives
Identify opportunities for efficiency and accuracy improvements in analytics and attribution processes
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3 Years Required; 5 Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
Required Skills:
- Experience with investment performance measurement or related investment industry experience
Preferred Qualifications:
- Bachelors degree in Finance Economics Mathematics Statistics or related field
- Strong understanding of performance calculation methodologies attribution frameworks risk statistics and GIPS Compliance principles
- Experience with performance software platforms such as FactSet Eagle PACE or Bloomberg PORT
- Progress toward or completion of CFA or CIPM designation strongly preferred
- Demonstrated ability to manage multiple priorities and deliver high-quality work under tight deadlines
- Excellent analytical and problem-solving skills with meticulous attention to detail
- Strong written and verbal communication skills with ability to explain technical concepts to non-technical audiences
- Proven track record of building effective relationships with diverse stakeholders
- Ability to work independently with high degree of autonomy while knowing when to seek input or escalate issues
- Interest in and experience applying generative AI tools to enhance workflow efficiency and analytics capabilities
- Advanced Microsoft Excel skill including VBA automation and troubleshooting
Anticipated Posting End Date:
Base Pay Range: $92200/yr - $111000/yrActual 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 addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs non-annual sales incentive plans or other non-annual incentive plans).
Company Overview
Nuveen is a global investment leader managing public and private assets for clients around the world and on behalf of TIAA our parent company and one of the worlds largest institutional investors. We invest in the growth of businesses real estate infrastructure and natural capital providing clients with the reliability access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients our communities and our global to learn more about us.
Our Culture of Impact
At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial well-being. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
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.
Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Senior IC
About Company
We joined forces with The Council of Graduate Schools to conduct research on the financial education of students. Visit www.studentfinancialsuccess.org to learn about the eye-opening facts that we uncovered and strategies that leading universities used to develop impactful programs to ... View more