Analyst, Distribution and Product Services
Analyst, Distribution and Product Services
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Job Description
Shareholder Services is a multifunctional team which interacts and collaborates with internal business partners such as Product Distribution Legal and Compliance as well as external service providers and financial intermediaries to ensure superior service delivery for various product lines including Mutual Funds Closed End Funds and Interval Funds.
Key Responsibilities and Duties
Research account related items identified by internal business partners or external service providers providing timely and accurate responses.
Document research and assist in resolution of inquiries from various sales teams and firm back offices.
Assist with trade research and coordinate large trade notifications to various teams and PMs.
Coordinate with Marketing Legal Compliance and transfer agent to produce update and maintain shareholder forms and applications related to account opening and maintenance.
Assist with firm and client onboarding for various supported products.
Assist with projects and associated operational requirements supporting fund launches mergers fund liquidations and other corporate actions.
Reporting of shareholder escheatment activities performed by transfer agent.
Frequent written and verbal interaction with internal and external parties including the Funds transfer agent Legal Compliance and Fund Administration departments.
Provide backup to other team members and departmental functions as needed.
Educational Requirements
- University (Degree) Preferred
Work Experience
- No Experience Required
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
5IC
Preferred Experience
BS or BA degree in finance or related field
2 years of financial services experience
Strong communication skills
Demonstrated skills with MS Office Suite
Experience with 40 Act Funds transfer agency services
Anticipated Posting End Date:
Base Pay Range: $60000/yr $100000/yrActual 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: (800)
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
