Investment Performance, Reporting

TIAA

Investment performance expert supporting TIAA’s retirement and asset-management businesses. Analyzing portfolios, reporting results, and leading enterprise performance-platform initiatives.

Posted 8/4/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $118,000 - $178,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in performance attribution, portfolio analytics, and GIPS standards compliance, with a strong ability to translate complex investment outcomes into clear narratives for diverse stakeholders. Proven experience in leading large-scale enterprise projects and configuring performance systems to enhance reporting and analytics.

Highest-signal resume keywords

TWR/DMWR Return CalculationsPerformance AttributionPortfolio AnalyticsGIPS Standards ComplianceFirst Rate Performance System

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ReconciliationDispersion AnalysisStatistical ReviewPerformance ReportingMulti-Asset Managed Account StructuresSQL/Data Query SkillsComposites ConfigurationBenchmarks ConfigurationReporting Hierarchies ConfigurationAsset Class Structures

Soft Skills

CollaborationClient ServiceClear Communication

Tools & Technologies

BloombergFactSet

Industry Keywords

GIPS StandardsPerformance SystemsInvestment PerformancePortfolio ConstructionEnterprise Projects

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Analyze data for quarterly oversight meetings, statistical analysis, outlier analysis, AUM reporting, and peer universe rankings
Review and present performance reports for corporate governance and oversight committee meetings
Apply rate-of-return decomposition, performance attribution, and portfolio analytics reporting
Analyze and explain investment performance results and portfolio construction for complex products
Translate complex investment outcomes into clear descriptions for senior management, investment committees, fund boards, investment teams, CPM, product management, sales, marketing, and client services
Maintain and develop policies and methodologies compliant with GIPS standards
Lead large-scale enterprise projects and support improvements to performance systems
Own performance platform configuration, including composites, benchmarks, reporting hierarchies, and asset class structures

Requirements

What you’ll need

5+ years of required work experience; 7+ years preferred
Deep command of TWR/DMWR return calculations, performance attribution, and portfolio analytics
Specific experience with multi-asset managed account structures
Proficiency in data reconciliation, dispersion analysis, and statistical review
Ability to translate complex performance outcomes into clear narratives
Experience owning an enterprise performance system such as First Rate
Experience configuring composites, benchmarks, reporting hierarchies, and asset class structures
Ability to independently lead large-scale, multi-stakeholder initiatives
UMA/SMA sleeve-level performance and overlay reporting preferred
Configuration or migration experience with the incoming performance system preferred
SQL/data query skills preferred
Lean/process improvement mindset preferred
Knowledge of Bloomberg, FactSet, or index and data provider relationships preferred
Collaboration or client service experience preferred
GIPS standards compliance knowledge

Benefits

Comp & perks

Superior retirement program
Competitive health benefits
Wellness offerings
Work-life offerings
Learning experiences and development pathways
Future-focused skills and AI tools
Incentive program linked to performance may be available, including annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans