Investment Performance & Reporting

About the Role

The Investment Performance & Reporting role prepares investment performance and analytics data needed by portfolio management, marketing, client services, legal/compliance, and additional areas within the enterprise. In addition to performance support, the role contributes to implementing improvements in performance systems and projects that support the enterprise. This position serves as a subject matter expert and is responsible for large-scale project work with limited oversight from managers.

Responsibilities

• Owns the analysis of data related to quarterly oversight meetings, statistical analysis, outlier analysis, assets under management (AUM) reporting, and peer universe rankings.
• Reviews and regularly presents performance reports for required corporate governance and oversight committee meetings.
• Utilizes core processes including rate-of-return decomposition, performance attribution, and portfolio analytics reporting to facilitate work in assigned function.
• Analyzes and explains investment performance results and portfolio construction for complex products.
• Provides clear and understandable descriptions of complex and nuanced investment outcomes to stakeholders including senior management, investment committee members, fund board members, front office investment teams, Client Portfolio Management (CPM), product management, sales, marketing, and client services.
• Maintains and develops policies and methodologies in compliance with the Global Investment Performance Standards (GIPS).

Requirements

• University degree preferred.
• 5+ years of work experience required; 7+ years preferred.
• Sedentary work as physical requirement.

Skills

• Technical Performance Expertise: Deep command of return calculations (TWR/DMWR), performance attribution, and portfolio analytics, with specific experience in multi-asset managed account structures.
• Data Analysis & Outlier Investigation: Proficiency in data reconciliation, dispersion analysis, and statistical review supporting reporting cycles.
• Stakeholder Communication: Ability to translate complex performance outcomes into clear narratives for Portfolio Managers and Portfolio Assistants in support of client reporting.
• Performance Platform Ownership: Hands-on experience as a sophisticated business owner of an enterprise performance system (e.g., First Rate), including configuration of composites, benchmarks, reporting hierarchies, and asset class structures.
• Project Leadership: Demonstrated ability to lead large-scale, multi-stakeholder initiatives independently.

Preferred Skills

• Managed Account Specialization: UMA/SMA sleeve-level performance and overlay reporting.
• Target Platform Familiarity: Prior configuration or migration experience with the incoming performance system.
• SQL / Data Query Skills: Ability to investigate data issues directly in performance databases.
• Lean / Process Improvement Mindset: Alignment with the team's operating model of sustained progress and process improvement.
• Benchmark & Vendor Knowledge: Bloomberg, FactSet, or index and data provider relationships.
• Client-Facing Mindset: Collaboration or client service experience.

Related Skills

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

Pay

Base Pay Range: $118,000/yr - $178,000/yr. Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. The competitive compensation package may also include participation in an incentive program linked to performance.

About the Company

TIAA is a market-leading retirement company with over 100 years of history, delivering secure retirement solutions for millions. Fueled by world-class asset management, TIAA is committed to ensuring a secure financial future for all. The company culture emphasizes collaboration, innovation, and impact, guided by values such as championing people, client obsession, integrity, ownership, and teamwork.