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TIAA

Senior Investment Performance Analytics Analyst

Posted 4 Days Ago
Be an Early Applicant
Hybrid
Chicago, IL, USA
92K-111K Annually
Mid level
Hybrid
Chicago, IL, USA
92K-111K Annually
Mid level
The Senior Investment Performance Analytics Analyst delivers performance insights across investments, collaborates with cross-functional teams, and leads complex workflows to enhance performance capabilities.
The summary above was generated by AI

The Senior Investment Performance Analytics Analyst is a trusted expert who delivers critical performance insights across our investment platform. You'll 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, you'll lead complex workflows, solve challenging problems, and help shape how we evolve our performance capabilities to meet the firm's 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:

  • Bachelor's 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

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:

2026-04-20

Base Pay Range: $92,200/yr - $111,000/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 (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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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 world’s 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 economy. Visit www.nuveen.com to learn more about us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's 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 Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because 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. That’s 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: (800) 842-2755

Email: [email protected]

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.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

Top Skills

Bloomberg Port
Eagle Pace
Factset
Excel
VBA

TIAA Chicago, Illinois, USA Office

333 W Wacker Dr, Chicago, Illinois, United States, 60606 1220

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