Senior Investment Performance Analytics Analyst

TIAA

Investment Performance Analytics Analyst preparing investment performance and analytics data for portfolio management, marketing, client services, and compliance. Required 3+ years experience and relevant education.

Posted 4/22/2026full-timeNew York City • Illinois, New York • 🇺🇸 United StatesSenior💰 $39 - $48 per hourWebsite

Tech Stack

Tools & technologies

VBA

About the role

Key responsibilities & impact

Support reporting needs for investment performance, Index data, GIPS composites, & Peer analysis
Maintain performance measurement systems for calculation of portfolio returns
Investigate anomalies in performance and find solutions to align results across platforms
Ensure performance accuracy by performing quality control checks with a high level of attention to detail
Assist in the development, automation, and enhancement of performance reports
Participate in enterprise projects ensuring deadlines are met while collaborating with other business units throughout the firm

Requirements

What you’ll need

3+ Years of experience in investment performance calculations, reporting, and/or analysis fundamentals
Bachelor’s degree in business (Finance, Mathematics, Accounting, Economics)
Experience with Microsoft Excel including advanced formulas, data sorting, and modeling
Experience utilizing desktop automation tools (VBA Excel/Access)

Benefits

Comp & perks

Health insurance
Superior retirement program
Highly competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment performance calculationsreportingdata analysisperformance measurement systemsquality controlautomationadvanced Excel formulasdata sortingmodelingVBA

Soft Skills

attention to detailcollaborationtime management