Investment Performance Analyst The Investment Performance Analyst supports the Investment Performance Attribution and Analytics team by calculating, analyzing, and reporting portfolio performance and attribution results across a range of asset classes and investment strategies. Working under general supervision, this role partners with portfolio management, client services, marketing, and other internal stakeholders to deliver accurate and meaningful performance insights, and responds to inquiries related to performance and attribution data.
- Key Responsibilities and Duties
- + Produces and validates portfolio performance and attribution results, ensuring accuracy, consistency, and timely delivery to internal stakeholders.
+ Gathers, organizes, and reconciles investment data from multiple sources to support performance and attribution reporting, escalating and resolving discrepancies as needed. + Supports the production of recurring and ad-hoc performance reporting packages used for client reporting, marketing, internal review, and governance committee meetings. + Contributes to the ongoing enhancement of performance measurement processes and tools, including data quality reviews, process automation, and the adoption of AI-enabled tools to improve efficiency and analytical insight.
- Educational Requirements
- + University (Degree) Preferred
- Work Experience
- + No Experience Required
- Physical Requirements
- +
Physical Requirements:
Sedentary Work
- Career Level
- 5IC
Preferred Experience:
- + Internship or prior experience in asset management, investments, or financial services preferred.
+ Strong analytical and quantitative skills, with the ability to interpret investment data and identify trends, anomalies, or inconsistencies. + Demonstrated attention to detail and commitment to producing accurate, high-quality work in a deadline-driven environment. + Effective written and verbal communication skills + Desire to pursue the CFA or CIPM designation from the CFA Institute is a plus. Related Skills Business Process Improvement, Communication, Data Analysis, Data Management, Detail-Oriented, Investment Performance Reporting, Market/Industry Dynamics, Prioritizes Effectively, Research Methods, Research Synthesization
Anticipated Posting End Date:
- 2026-06-22
Base Pay Range:
$29.66/hr - $31.06/hr 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). _____________________________________________________________________________________________________
- Company Overview
- Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors.
We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.
- Our Culture of Impact
- At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.
We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
- 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) .
- Equal Opportunity
- We are an Equal Opportunity Employer.
TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) .
- Accessibility Support
- 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
Email:
accessibility.support@tiaa.org
- Drug and Smoking Policy
- TIAA maintains a drug-free and smoke/free workplace.
- Privacy Notices
- For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.
tiaa.org/public/tiaa-nuveen-privacy) . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) . 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.
- Privacy Notices
- + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.
tiaa.org/public/tiaa-nuveen-privacy) . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) . + For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) . + For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
- Nondiscrimination & Equal Opportunity Employment
- TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)
