Investment Performance Analyst

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.

• 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.

• University (Degree) Preferred

• No Experience Required

• Physical Requirements:
  
  Sedentary Work

• 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.

Business Process Improvement, Communication, Data Analysis, Data Management, Detail‑Oriented, Investment Performance Reporting, Market/Industry Dynamics, Prioritizes Effectively, Research Methods, Research Synthesization

$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.

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://(Use the "Apply for this Job" box below).).

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 (), and you can read more about your rights and view government notices here (https://).

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