Investment Performance & Reporting

The Investment Performance & Reporting job prepares investment performance and analytics data needed by portfolio management marketing client services legal/compliance and additional areas within the addition to performance support the job contributes to implementing improvements in performance systems as well as projects which arise in support of the enterprise. This job serves as a subject matter expert and is responsible over large-scale project work that supports the enterprise working with limited oversight from managers.

Key Responsibilities and Duties

• Owns the analysis of data related to quarterly oversight meetings statistical analysis outlier analysis assets under management (AUM) reporting and peer universe rankings.
• Reviews and regularly presents performance reports for required corporate governance and oversight committee meetings.
• Utilizes core processes including rate-of-return decomposition performance attribution and portfolio analytics reporting to facilitate work in assigned function.
• Analyzes and explains investment performance results and portfolio construction for complex products.
• Provides clear and understandable description of more complex and nuanced investment outcomes to stakeholders including senior management investment committee members fund board members front office investment teams Client Portfolio Management (CPM) product management sales marketing and client services.
• Maintains and develops policies and methodologies in compliance with the Global Investment Performance Standards (GIPS) standards.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5 Years Required; 7 Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

Required Skills:

• Technical Performance Expertise Deep command of return calculations (TWR/DMWR) performance attribution and portfolio analytics with specific experience in multi-asset managed account structures.
• Data Analysis & Outlier Investigation Proficiency in data reconciliation dispersion analysis and statistical review supporting reporting cycles.
• Stakeholder Communication Ability to translate complex performance outcomes into clear narratives for Portfolio Managers and Portfolio Assistants in support of client reporting.
• Performance Platform Ownership Hands-on experience as a sophisticated business owner of an enterprise performance system (e.g. First Rate) including configuration of composites benchmarks and reporting hierarchies and asset class structures.
• Project Leadership Demonstrated ability to lead large-scale multi-stakeholder initiatives independently directly relevant to the upcoming platform transition.

Preferred Skills:

• Managed Account Specialization UMA/SMA sleeve-level performance and overlay reporting.
• Target Platform Familiarity Prior configuration or migration experience with the incoming performance system.
• SQL / Data Query Skills Ability to investigate data issues directly in performance databases.
• Lean / Process Improvement Mindset Alignment with the teams operating model of sustained progress and process improvement.
• Benchmark & Vendor Knowledge Bloomberg FactSet or index and data provider relationships.
• Client-Facing Mindset collaboration or client service experience.

Related Skills

Business Process Improvement Communication Data Analysis Data Management Detail-Oriented Investment Performance Reporting Market/Industry Dynamics Prioritizes Effectively Research Methods Research Synthesization

Anticipated Posting End Date:

Base Pay Range: $118000/yr - $178000/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 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

Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need 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.

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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