Sr Investment Performance Analytics Analyst

TIAA • Chicago, NY

1d • Onsite

About The Position

The Senior Investment Performance Analytics Analyst job prepares investment performance and analytics data needed by portfolio management, marketing, client services, legal/compliance, and additional areas within the enterprise. In addition to investment performance support and analysis, the job will participate in improvement of the investment performance system. Working independently under general supervision, this job 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

Benefits

• superior retirement program
• highly competitive health, wellness and work life offerings
• comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones

What This Job Offers

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