Analyst II, Leverage Finance Nuveen Global Investment Operations

• Complete various loan administration tasks including trade processing loan reconciliations and trade settlement.
• Assist Trustees Loan Administrators Legal Tax and Compliance with regards to trade confirmations allocations KYC documentation settlements metrics and industry initiatives.
• Communicate effectively with traders/business partners at all levels and build strong working relationships
• Support the settlement process of loan syndications secondary loan trades CLOs and restructures including funding and documentation matters.
• Research and respond to ad-hoc inquiries on discrepancies position breaks price
• Ensure adherence to compliance and regulatory requirements
• Reconciliation in BBG Aim for Bank loans & Leverage Loans
• Work directly with IT or vendors to resolve any technical issues
• Train and coach peer team members
• Coordinate preventive and corrective actions with appropriate teams

• University (Degree) Preferred

• No Experience Required

• Physical Requirements: Sedentary Work

Key Skills & Requirements

Leveraged Finance & Capital Markets Operations

Strong understanding of leveraged finance products loan syndications and settlement processes

Experience with cash reconciliations position tracking and investment portfolio operations

Knowledge of credit agreement structures covenant monitoring and restructure processing

Reconciliation & Cash Management Expertise

Proficient in cash reconciliations and multi-level reconciliations across systems and custodians

Ability to investigate and resolve breaks discrepancies and data inconsistencies

Experience implementing reconciliation controls and ensuring audit compliance

CLO & Loan Operations Knowledge (Optional)

Experience with CLO reporting and investor deliverables

Familiarity with syndicated loan structures facility agreements and agent bank operations

Understanding of loan servicing activities including drawdowns repayments amendments and restructures

Technical & Automation Skills

Advanced Excel skills including VBA macros for data analysis and process automation

Experience with business applications (PowerApps Power Automate) preferred

Ability to identify inefficiencies and create solutions to streamline workflows

Communication & Stakeholder Management

Excellent written and verbal communication skills with ability to explain complex transactions clearly

Proven ability to collaborate with Investment teams Risk Legal external auditors and custodians

Strong interpersonal skills to manage stakeholder expectations and resolve issues proactively

Primary Responsibilities

Execute daily S&P cash reconciliations and resolve exceptions across leveraged finance portfolios

Prepare and deliver timely CLO reporting to investors and stakeholders

Process loan restructures amendments and covenant modifications

Maintain accurate accounting records and ensure data integrity

Develop automation solutions to enhance operational efficiency

Ensure compliance with accounting standards internal controls and regulatory requirements

Communicate breaks and resolution status to relevant parties

Shift Timings : 3.30pm to 4.30am (any 9hours between these timings as per the Business requirement)

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 were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows 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 Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.

Accessibility Support

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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:

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