Gather, calculate and analyze investment performance data for internal groups (operations, portfolio/product management, marketing, compliance, investment management) and external groups (clients, prospects, consultants). Ensure reports and analyses are completed in an accurate and timely manner. Engage in complex analyses or interpretations on topics such as portfolio/benchmark performance results, attribution. Must effectively manage deadlines, client expectations, and staff where required and ensure best practice is maintained across the department.
Key Responsibilities and Duties- Calculate, review and verify performance data ensuring accuracy and timeliness. Interact with appropriate individuals/groups to resolve errors as necessary.
- Maintains databases to ensure the accuracy and integrity of static and time series data across relevant portfolios, benchmarks, or other performance data. Ensure procedures are followed and adequate controls in place.
- Provide technical expertise related to performance calculations. Review any calculations prepared outside of base systems.
- Assist in the creation, maintenance, and validation of investment performance track records, ensuring performance results, benchmarks, and disclosures are presented accurately and in accordance with applicable regulatory requirements, including the SEC Marketing Rule.
- Prepare, interpret and investigate anomalies in attribution/contribution reports used in the analyses of performance. Understand various attribution models.
- Regular direct interaction with clients to research, analyze and resolve complex queries and analyses. Attend and lead meetings with internal and external clients as necessary.
- Ensure performance data has been represented in a complete and accurate manner within Senior Management reports, third-party databases, sales materials and regulatory filings.
- Exhibit comprehensive knowledge in performance and maintain current knowledge with regulatory and industry guidelines.
- Take initiative and successfully execute and complete special high-profile projects. Identify and implement process improvements and streamline efficiencies.
- Serve as technical expert on investment performance data. When necessary, provide ad hoc commentary on investment performance, general research on industry trends or peer group data.
- Knowledge of the NREIF/PREA Reporting standards and how they relate to calculating private real estate investment performance.
Educational Requirements- University (Degree) Preferred
Work ExperiencePhysical Requirements- Physical Requirements: Sedentary Work
Career Level 5IC
Preferred Qualifications - 1+ years of transferable experience in the investment management industry
- Bachelor's degree; concentration in Mathematics, Finance, Accounting, Computer Science, Business, or similar is preferred.
- Strong knowledge of Fair Value GAAP Accounting, particularly how it applies to private fund investment performance.
- Must possess a high aptitude of analytical and mathematical skills which are required for calculating, reviewing and disseminating performance information.
- Data aggregation and relational database analytics skills are required, demonstrated though knowledge of excel pivot tables, data visualization software such as Tableau (preferred) or Power BI.
- Ability to manipulate data, and construct data pipelines in Python/R
- Experience using Kiro or other agentic AI development tools to improve data pipelines, reporting processes, validation routines, or analytics workflows.
- Must show superior customer service by generating and responding to client requests in a timely manner as well have the interpersonal skills to interact with both internal and external clients
- Must be able to communicate effectively both in writing and orally.
- Must also be proficient in the use of third-party financial industry databases and Microsoft Office. The ability to cooperate in a team environment is also critical.
- Pursuit or completion of CIPM, CAIA, and CFA designations encouraged.
- Prior experience in Private Equity Real Estate. Knowledge of NCREIF Data and Query Tool.
- Working knowledge of Yardi GL Accounting systems.
- Experience building models in a production environment with Anaplan.
Related Skills
Adaptability, Asset/Investment Modeling, Business Development, Communication, Due Diligence, Financial Acumen, Financial Risk Management, Investment Management, Investment Performance Reporting, Investment Reporting Oversight, Market/Industry Dynamics, Negotiation, Opportunity Strategy, Real Estate Investments, Underwriting
Anticipated Posting End Date:2026-10-22
Base Pay Range: $82,000/yr - $95,000/yr
Actual base salary may vary based upon, but not limited to, 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, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit to learn more about us.
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