Nuveen Investments Associate, Distribution Analytics and Reporting in Chicago, Illinois
Associate, Distribution Analytics and Reporting
Nuveen's Client Insights & Analytics organization is focused on turbo-charging distribution through digital and analytics capabilities across sales, service, marketing, and product. We are focused on: treating client data as a strategic asset to drive analytics and outcomes for sales and marketing to more effectively engage clients, building data-driven sales and marketing practices enabled by segmentation and prescriptive modeling to target and serve financial advisors and institutional clients based on their needs and preferences, developing scalable engagement models incorporating digital to enhance our effectiveness, productivity, relevance and return on investment, expanding digital capabilities to deliver a distinctive, omni-channel client experience seamlessly integrating digital and human interactions, and leveraging CRM to facilitate and optimize the sales process and enable greater productivity and effectiveness in client engagement.
This position is responsible for ensuring Nuveen's Distribution Analytics and Reporting team aligns to our distribution strategy and enhances the effectiveness of client acquisition, development and retention. They will leverage knowledge of distribution channels and data to inform strategy, uncover areas of opportunity, develop new optimized end-to-end models, apply statistics to enhance the client experience, report on key indicators of sales performance and using those findings to help set the strategic agenda for both the sales and marketing organization. Projects will include coverage optimization, lead generation, pipeline analysis, market segmentation, and ongoing performance measurement. These projects will require close collaboration across the Global Distribution, Product, Marketing, Client Servicing and Technology teams in addition to Distribution Enablement and Data Science teams.
Key Responsibilities and Duties
Leverage data to drive improvements in our sales and marketing efforts and coverage model.
Ability to translate complex datasets into actionable insights to team and senior stakeholders to ensure capabilities and analysis are well understood and tangible.
Perform analysis of historical data to surface trends and insights using advanced analytical methods.
Develop distribution KPIs and report success metrics to business stakeholders.
Develop, own and manage recurring analytic and reporting processes working in close collaboration with Technology, Distribution Enablement and other teams to create a scalable reporting model.
Perform ad-hoc analysis and reporting to ensure business success and optimization.Â
- Bachelor's Degree Required
- 3+ Years Required; 5+ Years Preferred
- Physical Requirements: Sedentary Work
Required Qualifications : Â
Three plus years of relevant work experience in investment management/financial services industries or relating industry
Three plus years of experience with data analysis and logical reasoning skills
Three plus years advanced SQL knowledge and experience analyzing complex data sets
Advanced degree in relevant field (finance, marketing, computer science, statistics, applied mathematics)
Experience with Alteryx and/or Tableau
Strong executive presence, with the ability to communicate effectively with stakeholders at all levels
Experience working with cross-functional teams in in a matrixed organization
Potential Salary: $97,600.00 USD
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.Â 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).Â
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.Â For more information about the firm please visit our website atÂ www.Nuveen.com
TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.
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. Thatâs 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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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.Â
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:Â
Phone: (800) 842-2755
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