The Investment Performance Team in Nuveen’s Global Investment Operations organization prepares performance calculations, reporting, Global Investment Performance Standards (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 Attribution and Analytics team owns the decomposition and analysis of Nuveen’s performance book of record including security results, performance attribution, portfolio characteristics and exposures. The team broadly supports Nuveen’s internal stakeholders and external client base with subject matter expertise and capabilities to explain the key drivers of performance results and provide meaningful portfolio analytics insights.The successful candidate will:
Demonstrate proficiency in investment performance analysis concepts including industry best practices for attribution techniques in equity and fixed income asset classes
Possess analytical and technical skills sufficient to explain investment results through performance analysis
Exhibit ownership and accountability for completing all deliverables timely and accurately
Communicate effectively within the team, project groups and 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
Analyze and explain investment performance results, portfolio construction, and investment characteristics
Create standard and customized analysis in response to inquiries from investment teams and client portfolio managers
Produce recurring and ad hoc reporting to support a broad array of business requirements and use cases
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 Level6ICRequired
2+ years of experience in performance attribution and portfolio analytics functions
Experience with performance analysis and attribution methodologies.
Experience with portfolio analytics methods across equity and fixed income asset classes
Preferred
Experience using Bloomberg PORT and/or FactSet attribution and portfolio analysis capabilities.
Experience with SQL
Related SkillsBusiness Process Improvement, Communication, Data Analysis, Data Management, Detail-Oriented, Investment Performance Reporting, Market/Industry Dynamics, Prioritizes Effectively, Research Methods, Research SynthesizationAnticipated Posting End Date:2024-08-19Base Pay Range: $38.26/hr. - $53.46/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 OverviewNuveen, 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.comBenefits and Total RewardsThe 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 OpportunityWe 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) .Accessibility SupportTIAA 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) 842-2755Email: accessibility.support@tiaa.orgPrivacy NoticesFor 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 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
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Nondiscrimination & Equal Opportunity EmploymentTIAA 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/22-088EEOCKnowYourRights-1688394514088.pdf)Pay TransparencyPhiladelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)
