Associate - Performance & Analytics

Associate – Data Analytics
The Data Analytics Associate reviews and approves complex analytics and statistical modeling on large data sets that identify current market sector trends and customer patterns. This job directs the examination and identification of data patterns and trends that help answer business questions and improve decision-making. The Data Analytics Associate oversees the collection of data sources, as well as the analysis and extraction of key data and information. This job also ensures that data quality meets the organization's information system needs and
requirements.

Key Responsibilities and Duties

• Approves mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives.
• Analyzes and reviews trends found from modelling to inform other lines of business such as product development and marketing decisions.
• Oversees data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential business decisions.
• Develops and presents detailed reports and conclusions for business, finance, and investment management based on data summaries.
• Partners with other areas of the business to model outcome of implementing potential business strategies.
• Manages large, complex projects or processes with limited oversight while working with other team members to ensure accurate findings and results.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Position Summary:  Describe below the primary purpose and function of this job

The individual in this position will provide reporting and analytical insight to support to the Wealth Management by means of standardizing and automating operational and performance metrics and reporting. We're in search for a seasoned analyst/developer with experience in providing reporting, but also telling a story through analytics. They will be responsible for, building dashboards, and solving analytical problems. This candidate will need to have an expert-level grasp of data and database technologies and be able to develop visualizations that assist business leadership in understanding patterns, dependencies and interconnections of key metrics.

The qualified candidate will be a highly motivated individual who has a passion for developing innovative/creative solutions in a fast-paced environment. This individual must be a self-starter who possesses exceptional technical and critical thinking skills, the ability to work independently, and must have excellent oral/written communication skills.

Key Duties & Responsibilities:  List up to 5 key duties and responsibilities, management responsibilities and time spent (if applicable)

•Develop business intelligence reporting for the Wealth Management teams and supporting areas, including historical data trend analysis and visualizations that identify process improvement opportunities

•Using a combination of database and web technologies to deliver web-based self-service interfaces ranging from corporate-level scorecard metrics down to the performance of Wealth representatives

•Partner with business areas to define critical reporting needs and provide guidance regarding the availability of data and set expectations around delivery of results

•Work with our IT partners in establishing access to data sources, obtaining definitions of data sets and ensuring the reliability and accuracy of information

•Design and execute data extract/transform/load (ETL) scripts and environment migrations

•Ad-hoc analyses that span multiple databases of potentially mixed levels of normalization and "cleanliness"

•Provide support for development and infrastructure issues surrounding the availability of reporting platforms

•Prioritize the development, maintenance and support of multiple projects simultaneously

•Find creative and simple solutions to complex reporting problems

•Assist with special projects, data maintenance, and other day-to-day tasks

•Analyze data and present results to both technical and non-technical audiences

•Effectively manage workload by prioritizing ad-hoc requests, development efforts and analysis

•Navigate cross-functional TIAA business units in order to identify information dependencies

Management/Leadership Responsibility:  Is management of people a primary focus of the role?  If so, how many direct and indirect employees are managed?  Do any of them manage a function or process?

No

Budget Responsibility: Does the position have responsibility for Revenue, Operating (expense) Budget, etc.?  If so, what is the scope?

No

Impact:

Nature of Impact - To what degree does this job affect the business (i.e., through interactions with customers, making decisions, defining or setting strategy, etc.)?

Associate will provide reporting and analytical insight to support to the Wealth Management and Technology Group by means of standardizing and automating operational and performance metrics and reporting.

Area of Impact - What is the breadth of the impact that this job has, either positive or negative (i.e., affects own team, department, function, business unit, geography, entire business, etc.)?

Individual contributor will be responsible for, building dashboards, and solving analytical problems.

Job Requirements And Qualifications:  Indicate the minimum and preferred education and experience for the job and any licenses and certifications required

Required Education:

BA/BS  

Bachelor's degree with an emphasis in a business related field or equivalent work experience.

Preferred Education:

BA/BS

Required Experience:

5-10 years

• A minimum of 7+ years of SQL and general relational database proficiency required

Preferred Experience:

5+ years

Knowledge of Tableau and/or intermediate web design

Skills and Abilities:

• A minimum of 5 years of IT related experience required

• Strong understanding of ETL concepts, and experience using multiple tools/programming languages

• Ability to multi task and operate independently under strict time lines

• Knowledge of PL/SQL and Snowflake

• Support reporting and analysis of key business metrics

Required Licenses/Certifications:

Licenses/Certifications

Proposed Shifts

3:30pm to 12:30am IST

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

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Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.

Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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:

Email:

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