Associate - Performance & Analytics

Posted 29 Days Ago
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Mumbai, Maharashtra, IND
Hybrid
Senior level
Fintech • Financial Services
Together, we fight to ensure a more secure future for millions more Americans.
The Role
Performs data analysis, statistical modeling, reporting, and dashboard development to support business decisions in financial services and wealth management. Uses SQL, Python, Tableau, Alteryx, Snowflake, and Git to analyze large datasets, assess data quality, support governance, identify trends, and translate stakeholder questions into analytical deliverables. Collaborates with US-based business users and supports ad hoc analysis and reporting initiatives.
Summary Generated by Built In
Associate Data Analytics
The Data Analytics Associate reviews and approves complex analytics and statistical modeling on large data sets that identify current market sector trends and customer patterns. This job directs the examination and identification of data patterns and trends that help answer business questions and improve decision-making. The Data Analytics Associate oversees the collection of data sources, as well as the analysis and extraction of key data and information. This job also ensures that data quality meets the organization's information system needs and requirements.
Key Responsibilities and Duties
  • Approves mathematical, statistical, and economic techniques that determine market conditions, project consumer needs and inform business initiatives.
  • Analyzes and reviews trends found from modelling to inform other lines of business such as product development and marketing decisions.
  • Oversees data mining models, statistical reporting and data analysis methodologies to identify key customer segments and to simulate impact of potential business decisions.
  • Develops and presents detailed reports and conclusions for business, finance, and investment management based on data summaries.
  • Partners with other areas of the business to model outcome of implementing potential business strategies.
  • Manages large, complex projects or processes with limited oversight while working with other team members to ensure accurate findings and results.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 2+ Years Required; 3+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
6IC

Job Summary: We are seeking a talented Data Analyst with 6-9 years of experience in Banking, Financial Services, and Wealth & Investment Management supporting US companies. You will analyze data, develop reports and dashboards using SQL, Python, Tableau, and Alteryx, support data quality initiatives, and contribute to business intelligence efforts that drive informed decision-making.

Key Responsibilities and Duties

  • Perform data analysis and generate insights to support business decisions
  • Develop and maintain reports and dashboards using Tableau for stakeholders
  • Write SQL queries to extract, transform, and analyze data from multiple sources
  • Use Python and Alteryx for data manipulation, analysis, and automation tasks
  • Work with Snowflake platform to access and analyze large datasets
  • Conduct data quality assessments and validation to ensure accuracy
  • Support data governance initiatives and maintain data documentation
  • Use GIT for version control of analytical scripts and code
  • Collaborate with business users to understand reporting requirements
  • Translate business questions into analytical approaches and deliverables
  • Assist in troubleshooting data discrepancies and issues
  • Work with US stakeholders to deliver timely and accurate analytics
  • Support ad-hoc analysis requests and exploration data projects

Required Skills:

  • Technical Skills:
    • Strong proficiency in SQL for data extraction and analysis
    • Working knowledge of Python for data analysis and visualization
    • Experience with Snowflake data platform for querying and analysis (3+ year minimum)
    • Familiarity with Alteryx for data preparation and analysis workflows
    • Strong ability to create reports, dashboards, and visualizations in Tableau
    • Basic understanding of GIT for code management
  • Functional Skills:
    • Current role as Data Analyst or similar analytical position (3+ year minimum)
    • Strong analytical thinking and data interpretation skills
    • Understanding of data quality and validation techniques
    • Awareness of data governance and documentation practices
    • Good problem-solving and critical thinking abilities
    • Ability to communicate effectively with business users
    • Good interpersonal and communication skills
  • Industry Requirements:
    • 6-9 years total experience in data analysis, business intelligence, or related roles
    • Experience with Banking, Financial Services, or Wealth & Investment Management supporting US clients
    • Understanding of financial metrics, KPIs, and business processes
    • Ability to communicate effectively with US-based teams
    • Degree in Computer Science, Statistics, Mathematics, Finance, or related discipline

Preferred Skills:

  • Knowledge of statistical analysis and data modeling concepts
  • Familiarity with advanced Tableau features and calculations
  • Interest in Tableau or Snowflake certifications
  • Experience with data visualization best practices
  • Experience working in Agile environments
  • Understanding of financial analysis and investment metrics
  • Awareness of US financial regulations and reporting requirements
  • Prior experience with US financial institutions or wealth management firms
  • Interest in investment portfolios, client analytics, or wealth management products

Shift Timings: 1:30 PM IST to 10:30 PM IST

Location: Mumbai (preferred) or Pune

Related Skills

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

_____________________________________________________________________________________________________

Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.

 
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.

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 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.

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: (800) 842-2755

Email: [email protected]

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.

Skills Required

  • 2+ years of relevant work experience
  • 3+ years of experience in a current Data Analyst or similar analytical role
  • 6-9 years of total experience in data analysis, business intelligence, or related roles
  • Strong proficiency in SQL
  • Working knowledge of Python for data analysis and visualization
  • At least 3 years of experience with Snowflake
  • Experience with Alteryx for data preparation and analysis workflows
  • Ability to create reports, dashboards, and visualizations in Tableau
  • Basic understanding of Git for code management
  • Experience with banking, financial services, or wealth and investment management supporting US clients
  • Understanding of financial metrics, KPIs, and business processes
  • Understanding of data quality and validation techniques
  • Awareness of data governance and documentation practices
  • Degree in Computer Science, Statistics, Mathematics, Finance, or a related discipline
  • University degree
  • Knowledge of statistical analysis and data modeling concepts
  • Familiarity with advanced Tableau features and calculations
  • Experience with data visualization best practices
  • Experience working in Agile environments
  • Understanding of financial analysis and investment metrics
  • Awareness of US financial regulations and reporting requirements
  • Prior experience with US financial institutions or wealth management firms
  • Experience with investment portfolios, client analytics, or wealth management products

TIAA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TIAA and has not been reviewed or approved by TIAA.

  • Retirement Support Age-based company retirement contributions of 5% to 12.5% plus a 100% match on the first 3% to the 401(k) and a $750 annual Retirement Healthcare Savings Plan match stand out. Company contributions typically vest after three years, with excess/equalization provisions for higher earners.
  • Parental & Family Support Sixteen weeks of fully paid parental leave and eight weeks of paid caregiver leave are paired with adoption/surrogacy assistance, backup child/elder care, Milk Stork, tutoring, and other caregiving supports. Many benefits begin at hire and are positioned as robust relative to peers.
  • Healthcare Strength Multiple medical plan options (including HSA), dental with 100% preventive coverage, two vision options, life and disability insurance, FSAs, and wellness incentives are detailed. Programs such as fertility support via Progyny and midlife care broaden the offering.

TIAA Insights

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The Company
HQ: New York, NY
Year Founded: 1918

What We Do

Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.

Why Work With Us

TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.

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