Wealth Performance & Analytics Analyst

AGL Service- und Beteiligungsgesellschaft; Charlotte, Northern (NC, KY); Hybrid; USD 71,000 - 112,000; Full time

Job summary

TIAA seeks a Senior Data Analyst to perform complex analytics and statistical modeling on large data sets to identify market trends and customer patterns. Under limited supervision, you will collect data sources, analyze data, and ensure quality to support informed business decisions in wealth management.

Requirements include a Bachelor's Degree or equivalent experience, 3+ years of data analytics experience, and 3+ years SQL and data visualization experience (Tableau/Power BI).

Qualifications

• Bachelor's Degree or Equivalent Experience Required.
• 3+ Years Required; 5+ Years Preferred.
• Wealth Management background.

Responsibilities

• Applies mathematical, statistical, and economic techniques to determine market conditions and inform business initiatives.
• Creates data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential future business decisions.
• Identifies areas of opportunity and risk through data analysis and modelling.
• Partners with other areas of the business to model the potential outcomes of implementing various business strategies.

Skills

SQL

Tableau

Power BI

Data Visualization

Statistics

Data Analytics

Education

Bachelor's Degree or Equivalent Experience Required

Tools

Relational Databases

Excel

Job description

Senior Data Analyst The Senior Data Analyst performs complex analytics and statistical modeling on large data sets that identify current market sector trends and customer patterns. This job is responsible for examining and identifying data patterns and trends that help answer business questions and improve decision-making. Under limited supervision, the Senior Data Analyst job is responsible for collecting data sources, analyzing and extracting key data and information. This job also evaluates and monitors data quality to meet the organization's information system needs and requirements.

Key Responsibilities and Duties

Applies mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives. Utilizes trends found from modelling to inform other lines of business such as product development and marketing decisions. Creates data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential future business decisions. Participates in development of detailed reports and conclusions for business, finance, and investment management based on data summaries. Identifies areas of opportunity and risk through data analysis and modelling. Provides information for additional research and analysis in line with statistical methodology. Partners with other areas of the business to model the potential outcomes of implementing various business strategies.

Educational Requirements

Bachelor's Degree or Equivalent Experience Required

Work Experience

3+ Years Required; 5+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

7IC Required

Required Qualifications

3 years of data analytics experience

Preferred Qualifications

5+ years of data analytics experience

3+ years of SQL and data visualization experience (Tableau and/or Power BI)

Excel modeling & relational databases experience

Wealth Management background

Related Skills

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

Anticipated Posting End Date

2026-09-28

Base Pay Range

$71,100/yr - $112,000/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

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us. 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.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

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 full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

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: [phone] Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

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