TIAA · 2 weeks ago
Wealth Performance & Analytics Associate
Charlotte Metro
Full-time
Onsite
Mid, Senior Level
$81K/yr - $103K/yr
3+ years expTIAA is a market-leading retirement company that has been delivering secure retirement solutions for over 100 years. The Wealth Performance & Analytics Associate role focuses on performing analysis and predictive modeling to provide insights for strategic business decisions in the Wealth and Distribution areas.
FinanceHealth InsuranceFinancial ServicesLife Insurance
Responsibilities
Develops capacity planning and business models utilizing data, statistical and quantitative analysis, explanatory and predictive modeling, and fact-based management to provide actionable insights and recommendations for management to ensure effective utilization of resources
Performs various strategic and ad-hoc analyses involving the creation and distribution of reports and/or dashboards based on findings through data exploration, analysis, and modeling efforts
Monitors and maintains talent databases to ensure data availability, accessibility, and accuracy
Liaises with other functions within the organization, such as HR, Information Technology, and Business Leaders; presents to senior management on results and analytical insights
Qualification
Required
3+ Years Required
3+ years of Excel Modeling Experience
Preferred
5+ Years Preferred
5+ years of Excel Modeling Experience
Wealth Management Operations Experience
SQL
Benefits
A superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
H1B Sponsorship
TIAA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (10)
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
2026-02-04
Company data provided by crunchbase