Senior Investment Performance Analytics Analyst

TIAA • Chicago, IL

1d

About The Position

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.

Requirements

• 3+ Years Required; 5+ Years Preferred
• Experience with investment performance measurement or related investment industry experience
• Experience with performance software platforms such as FactSet, Eagle PACE, or Bloomberg PORT
• 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
• Advanced Microsoft Excel skill including VBA automation and troubleshooting
• Business Process Improvement
• Communication
• Data Analysis
• Data Management
• Detail-Oriented
• Investment Performance Reporting
• Market/Industry Dynamics
• Prioritizes Effectively
• Research Methods
• Research Synthesization

Nice To Haves

• 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
• Progress toward or completion of CFA or CIPM designation strongly preferred
• Interest in and experience applying generative AI tools to enhance workflow efficiency and analytics capabilities

Responsibilities

• 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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees