Job Description
Job Title : Performance Attribution Reporting Analyst
Location : New York ,NY
Job Description : The Investment Performance Team Operates organization performance calculations, reporting, GIPS compliant presentations, performance attribution, portfolio analytics and other related deliverables for investment book of record. The reporting and analysis produced by the team is used by portfolio management, marketing, client service, compliance and other areas across the enterprise to inform investment decisions and strategy, support client retention efforts and promote new business growth.
Within the Investment Performance team, the Performance Calculations and Reporting team owns the performance book of record such as portfolio measurement, reporting and benchmark calculations. The team broadly supports internal stakeholders and external client base with subject matter expertise and accurate portfolio performance measurement capabilities
- Demonstrate proficiency in investment performance analysis concepts including measurement techniques and industry best practices for calculation and reporting methods
- Have strong attention to detail and accuracy especially while employing large data sets
- Be process oriented with ability to recognize opportunities for improvement and streamline tasks
- Be able to multi-task, prioritize and meet deadlines in a fast-paced environment
- Demonstrate skills in problem identification and resolution of complex issues
- Exhibit ownership and accountability for completing all deliverables timely and accurately
- Communicate effectively within the team, project groups and business partner and stakeholder communities
- Build productive working relationships with colleagues and contribute to a positive culture
- Be highly organized and adaptable to support change in a high-volume, fast-paced environment
- Participate in cross-functional working groups and project teams
- Support a productive, satisfying team environment consistent with Nuveen's culture and ethics principles
Key responsibilities and duties include: - Maintain and oversee daily time weighted rate of return calculations across the enterprise performance book of record
- Produce recurring and ad hoc reporting to support a broad array of business requirements and use cases
- Calculate, review and explain performance results
- Investigate and answer questions from internal stakeholders related to performance calculation methods and reporting observationsMaintain performance measurement and analytic systems for calculation of portfolio returns and statistics
- Serve as subject matter expert on fundamental performance concepts
- Assist in the development, automation, and enhancement of performance reports
- Build and maintain constructive working relationships with internal stakeholders
- Escalate risks promptly and participate in resolution actions
- Contribute to the upkeep of procedural documentation
- Identify improvements to create scale, reduce risk and add value
Educational Requirements - University (Degree) Preferred
Job Tags
Daily paid,