Lead Operations Associate - Asset Management
Lead Operations Associate - Asset Management
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Job Description
The primary responsibility of the Lead Operations Associate is to support the account lifecycle management process. Contributes to various strategic initiatives performs oversees and coordinates complex activities for investment teams including transactional monitoring issue & escalation management risk mitigation and metrics reporting. The Lead Operations Associate is also responsible for the review and timely accurate processing of overseeing 1000 benchmark implementations and orchestrating account setups and resource allocation. Spearheaded automation initiatives that reduced operational costs.
Key Responsibilities and Duties
Responsible for Maintaining integrity of data masters and accounting systems. Create and update entities and their data fields as required by the business.
Acts as a liaison and subject matter expert within the assigned business unit to front office counter parties vendors & internal teams.
Analyze reconcile and utilize data across accounting and front office systems.
Combine data using SQL and Excel for crossplatform analysis and reporting.
Identify and improve process efficiency and automation wherever possible that enhance efficiency and effectiveness across the trade operations lifecycle and deliver positive internal and external client impacts.
Demonstrates a risk and control mindset through adherence to compliance and regulatory requirements; ensures process and audit documentation is current at all times.
Contributes to supports or leads special ad hoc & strategic projects as they arise within functional operations area.
Educational Requirements
- Bachelors Degree Required
Work Experience
- 5 Years Required; 7 Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
8IC
Required Skills:
- 5yrs of operations experience
- SQL experience
Preferred Skills:
- Operations experience in the financial service industry
- Asset Management experience
- Highly proficient in Microsoft applications
- Experience in reconciliation and problem resolution
Anticipated Posting End Date:
Base Pay Range: $109500/yr. $151000/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 nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Nuveen the investment manager of TIAA offers a comprehensive range of outcomefocused investment solutions designed to secure the longterm financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized more information about the firm please visit our website at
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats 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 wellbeing. 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.
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:
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.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
IC
Employment Type
Full-Time
