Portfolio Analytics & Insights Analyst

Nuveen; New York, Northern (NY, KY); Hybrid; USD 34,000 - 48,000; Full time

Job summary

Churchill, an investment-specialist affiliate of Nuveen, is seeking a data analytics‑oriented candidate to support portfolio summary data, performance metrics, and investor reporting in New York.

The role emphasizes SQL, Python and Power BI skills, strong attention to detail, and the ability to translate complex data into clear insights; no experience required beyond academic credentials, with opportunities to contribute to DDQs, RFPs and management reporting.

Qualifications

• Bachelor's degree in finance, computational finance, economics, accounting or similar quantitative curriculum.
• Strong SQL, Python and data visualization skills with attention to detail.
• Experience with investor reporting and DDQs is a plus.

Responsibilities

• Prepare portfolio summary data and analytics.
• Evaluate data for improvements and propose data-driven refinements.
• Calculate, review and deliver performance metrics and investment track records.
• Support Investor Solutions Group & Client Services with investor requests, DDQs, RFPs and reporting.

Skills

SQL

Python

Power BI

Education

Bachelor's degree in finance/quantitative field

High School

Job description

Churchill, an investment-specialist affiliate of Nuveen, is seeking a data analytics‑oriented candidate to support portfolio summary data, performance metrics, and investor reporting in New York.

The role emphasizes SQL, Python and Power BI skills, strong attention to detail, and the ability to translate complex data into clear insights; no experience required beyond academic credentials, with opportunities to contribute to DDQs, RFPs and management reporting.