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 the 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 the physical requirement.

Skills

Required 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. In addition to base salary, the competitive compensation package may include participation in an incentive program linked to performance.

About the Company

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we are a market-leading retirement company fueled by world-class asset management. We equip our associates with future-focused skills and AI tools to advance our mission and ensure a more secure financial future for all.

We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. Our collaborative in-office environment fosters innovation and meaningful results, where every associate can grow through learning experiences and development pathways.

Benefits

The organization offers a comprehensive Total Rewards package designed to support the well-being of our associates and their loved ones. Benefits include a superior retirement program and highly competitive health, wellness, and work-life offerings to help achieve and maintain physical, emotional, and financial well-being.