Investment Performance Calculations Analyst

The Investment Performance Team in Nuveen’s Global Investment Operations organization prepares performance calculations, reporting, GIPS compliant presentations, performance attribution, portfolio analytics and other related deliverables for Nuveen’s investment book of record. The reporting and analysis produced by the team is used by portfolio management, marketing, client service, compliance and other areas across the enterprise to inform investment decisions and strategy, support client retention efforts and promote new business growth.

Within the Investment Performance team, the Performance Calculations and Reporting team owns the Nuveen performance book of record such as portfolio measurement, reporting and benchmark calculations. The team broadly supports Nuveen’s internal stakeholders and external client base with subject matter expertise and accurate portfolio performance measurement capabilities

The successful candidate will:

• Demonstrate proficiency in investment performance analysis concepts including measurement techniques and industry best practices for calculation and reporting methods
• Exhibit ownership and accountability for completing all deliverables timely and accurately
• Communicate effectively within the team, project groups, business partner and stakeholder communities
• Build productive working relationships with colleagues and contribute to a positive culture
• Be highly organized and adaptable to support change in a high-volume, fast-paced environment

Key Responsibilities and Duties

• Maintain and oversee daily time weighted rate of return calculations across the Nuveen enterprise performance book of record
• Produce recurring and ad hoc reporting to support a broad array of business requirements and use cases
• Investigate and answer questions from internal stakeholders related to performance calculation methods and reporting observations
• Build and maintain constructive working relationships with internal stakeholders
• Escalate risks promptly and participate in resolution actions
• Contribute to the upkeep of procedural documentation
• Identify improvements to create scale, reduce risk and add value
• Participate in cross-functional working groups and project teams
• Support a productive, satisfying team environment consistent with Nuveen’s culture and ethics principles

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Minimum Requirements

• 2+ years of experience in performance calculation, reporting and/or analysis functions
• Strong working knowledge of performance calculation, reporting and/or analysis processes

Preferred Qualifications

• Experience using Eagle PACE and/or FactSet performance calculation and reporting capabilities

#LI-JM1

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:

2025-03-28

Base Pay Range: $24.75/hr. - $48.13/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). 

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Company Overview

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.

Equal Opportunity

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.

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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: [email protected]

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