Nuveen Investments Sr Analyst, Perf Analytics in Lewisville, Texas
Senior Investment Performance Analytics Analyst
Evaluates all performance criteria and risk of funds to uncover potential problems.
Key Responsibilities and Duties
Performs calculations, tracking of cash flows, and risk exposure analyses for portfolio products.
Prepares and displays charts, graphs, and tables reflecting monthly, quarterly, and yearly performance of funds.
Maintains and organizes all investment-related data.
Monitors existing investments and portfolio products.
3 Years Required; 5 Years Preferred
University (Degree), Preferred
- Physical Requirements: Sedentary Work
2+ years of experience in supporting reporting needs for investment performance, attribution, characteristics and risk statistics.
Experience in maintain performance measurement system for calculation of portfolio and composites returns and statistics.
Experience in troubleshoot and explain the performance results and remediate errors.
Experience with Global Investment Performance Standard (GIPS) requirements.
Experience Developing, automating, and enhancing performance reports.
CIPM or CFA candidate preferred
General knowledge of investment performance concepts including calculation, attribution, risk statistics and GIPS.
General knowledge of investments as applied to Mutual Funds, Institutional, Wrap and Collective Investment Trusts.
Third party data knowledge of Eagle Pace and Morning Star.
Exhibited skills in problem identification and problem resolution
Effective with Microsoft Excel, PowerPoint, Word
Experience utilizing desktop automation tools (VBA Excel/Access) a plus
Experience with SQL queries a plus
Potential Salary: $102,800.00 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. 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).
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. For more information about the firm please visit our website at www.Nuveen.com
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. 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. 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.
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:
Phone: (800) 842-2755
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.