Sr Investment Performance Analytics Analyst

TIAA•New, KY

1d•Onsite

About The Position

The Senior Investment Performance Analytics Analyst prepares investment performance and analytics data for portfolio management, marketing, client services, legal/compliance, and other enterprise areas. This role also involves participating in the improvement of the investment performance system. Working independently under general supervision, the analyst will be responsible for various project work that supports the enterprise.

Requirements

3+ years of experience in investment performance calculations, reporting, and/or analysis fundamentals
Bachelor’s degree in business (Finance, Mathematics, Accounting, Economics)
Experience with Microsoft Excel including advanced formulas, data sorting, and modeling
Experience utilizing desktop automation tools (VBA Excel/Access)

Nice To Haves

Experience in Third party software like Factset, Morningstar, Lipper or Eagle Pace
Experience in GIPS compliance and/or implementation practices

Responsibilities

Support reporting needs for investment performance, Index data, GIPS composites, & Peer analysis
Maintain performance measurement systems for calculation of portfolio returns
Investigate anomalies in performance and find solutions to align results across platforms
Ensure performance accuracy by performing quality control checks with a high level of attention to detail
Assist in the development, automation, and enhancement of performance reports
Participate in enterprise projects ensuring deadlines are met while collaborating with other business units throughout the firm
Utilize multiple tools (both proprietary and third party) to gather information to support periodic and ad hoc reporting requirements