Portfolio Analytics: Data-Driven Investment Insights

TIAA

New York (NY)

On-site

USD 34,000 - 49,000

Full time

12 days ago
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Job summary

Churchill, an investment-specialist affiliate of Nuveen, seeks a rising college junior or senior (Class of 2028/2029) for a data analytics internship in New York. You will work with Portfolio data, build metrics, and support investor requests with data-driven insights.

The role emphasizes SQL/Python/Power BI skills, strong attention to detail, and effective communication to collaborate with Investor Solutions and Client Services teams.

Qualifications

  • Pursuing a Bachelor’s degree in Finance, Computational Finance, Economics, Accounting or similar quantitative field (Class of 2028/2029).
  • Strong technical skills with SQL, Python, and Power BI or other data-visualization tools.
  • Excellent attention to detail and clear communication; able to review facts and figures for accuracy.

Responsibilities

  • Analyze portfolio data and generate insights for continuous improvement.
  • Evaluate data and deliver performance metrics and investment track records.
  • Support investor-related requests (DDQs, RFPs, management reporting) with data.
  • Identify risks and opportunities through defensive/offensive analytics.
  • Collaborate with Investor Solutions Group and Client Services to provide data support.

Skills

Attention to detail
Interpersonal communication
Written communication
Collaboration
Leadership

Education

Bachelor’s degree in Finance or related field
Quantitatively focused curriculum

Tools

SQL
Python
Power BI

Job description

Churchill, an investment-specialist affiliate of Nuveen, seeks a rising college junior or senior (Class of 2028/2029) for a data analytics internship in New York. You will work with Portfolio data, build metrics, and support investor requests with data-driven insights.

The role emphasizes SQL/Python/Power BI skills, strong attention to detail, and effective communication to collaborate with Investor Solutions and Client Services teams.

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