Wealth Performance & Analytics Associate

TIAA • Frisco, TX

7d

About The Position

Wealth Performance & Analytics The role performs analysis and predictive modeling for key business decisions and strategic initiatives focused on headcount, gearing, productivity, operations, and sales across the Wealth and Distribution areas. This job develops, implements, and supports business analytics initiatives and projects that extract key insights from relevant data sets to provide insights and recommendations to management. Key Responsibilities and Duties Develops capacity planning and business models utilizing data, statistical and quantitative analysis, explanatory and predictive modeling, and fact-based management to provide actionable insights and recommendations for management to ensure effective utilization of resources Performs various strategic and ad-hoc analyses involving the creation and distribution of reports and/or dashboards based on findings through data exploration, analysis, and modeling efforts Monitors and maintains talent databases to ensure data availability, accessibility, and accuracy Liaises with other functions within the organization, such as HR, Information Technology, and Business Leaders; presents to senior management on results and analytical insights

Requirements

• 3+ Years of Excel Modeling Experience
• Business Analysis
• Collaboration
• Communication
• Data Analysis
• Influence
• Market/Industry Dynamics
• Predictive Modeling
• Problem Solving
• Statistics

Nice To Haves

• 5+ years of Excel Modeling Experience
• Wealth Management Operations Experience
• SQL

Responsibilities

• Develops capacity planning and business models utilizing data, statistical and quantitative analysis, explanatory and predictive modeling, and fact-based management to provide actionable insights and recommendations for management to ensure effective utilization of resources
• Performs various strategic and ad-hoc analyses involving the creation and distribution of reports and/or dashboards based on findings through data exploration, analysis, and modeling efforts
• Monitors and maintains talent databases to ensure data availability, accessibility, and accuracy
• Liaises with other functions within the organization, such as HR, Information Technology, and Business Leaders; presents to senior management on results and analytical insights

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: Mid Level
• Number of Employees: 5,001-10,000 employees