Wealth Performance & Analytics Analyst

Key Responsibilities And Duties

• Applies mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives.
• Utilizes trends found from modelling to inform other lines of business such as product development and marketing decisions.
• Creates data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential future business decisions.
• Participates in development of detailed reports and conclusions for business, finance, and investment management based on data summaries.
• Identifies areas of opportunity and risk through data analysis and modelling.
• Provides information for additional research and analysis in line with statistical methodology.
• PARTNERS WITH OTHER AREAS OF THE BUSINESS TO MODEL THE POTENTIAL OUTCOMES OF IMPLEMENTING VARIOUS BUSINESS STRATEGIES.

Educational Requirements

• Bachelor's Degree or Equivalent Experience Required

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Sedentary Work

Qualifications

• 3 years of data analytics experience
• Preferred Qualifications: 5+ years of data analytics experience, 3+ years of SQL and data visualization experience (Tableau and/or Power BI), Excel modeling & relational databases experience, Wealth Management background

Skills

• Collaboration
• Continuous Improvement Mindset
• Data-Driven Business Intelligence
• Data Engineering/Analytics
• Data Visualization
• Predictive Modeling
• Problem Solving
• Programming
• Resourcefulness
• Statistics
• Story Telling

Company Overview

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.

Benefits And Total Rewards

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.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.