Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at
Investment Oversight seeks a Data & Reporting Analyst to join the Team reporting to the Vice President, Business Process Team Leader.
The Data & Reporting Analyst, as a member of the Investment Oversight Team, will work to ensure efficient and scalable team processes and high quality team deliverables. The role involves diverse activities including supporting the current systems and processes that provide coverage to several platforms, aggregating and maintaining accurate data as well as managing and creating business intelligence output. The Analyst is part of a team with highly visible activities related to investment team oversight and due diligence with active contributions to new product and product management projects.
Investment Oversight supports Nuveen, the various Fund Boards and our clients objectives in an ethical, highly professional and independent manner. The Team develops a deep knowledge of affiliated and non-affiliated investment teams in order to help ensure investment integrity across Nuveens product offerings. The Team culture is one that emphasizes strong individual responsibility, professionalism, collaboration, along with teamwork and an emphasis on respect for partners and colleagues.
Support the current systems and processes that provide coverage to several platforms including 1940 Act, ETFs, UCITS as well as senior management and other governance entities
Aggregate and maintain accurate data for Investment Oversight deliverables
Identify and implement automation opportunities while maintaining and monitoring data integrity
Build and manage business intelligence inputs and outputs to efficiently create dashboards for a variety of key initiatives
Liaise with Nuveen IT to understand systems and data components
Minimum of 5 years of relevant experience with a preference for experience in the investment management industry
Bachelors degree from an accredited college or university
Technical skills including knowledge of data warehousing, experience with SQL or similar and working with relational databases
Data visualization expertise utilizing Tableau and/or Microsoft Power BI
Experience with Morningstar Direct, FactSet, or similar
Ability to lead projects and work effectively with all partners individually and as part of a team
Ability to relay complex information, measurement methodology and decision rationale in an organized way using both verbal and written skills
Ability to manage several projects simultaneously and deliver under tight deadlines
Self-motivated with a strong work ethic
Excellent time management and organizational skills
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