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Analyst - I, Retail SMA - Global Investment Operations
3 months ago
Nuveen Investments is one of the investment industry's largest providers of Retail Separately Managed Accounts (SMA). The Middle Office Analyst is responsible for a broad set of operation functions that support Nuveen and its affiliate's SMA business. Functions include client onboarding, transaction processing, portfolio accounting and document management. The candidate will work closely with counterparts in the US to create a seamless processing and service platform
Key Responsibilities and Duties
- Onboarding new client accounts on timely and accurate manner
- Review and process account maintenance items according to SLA's
- Profile and process various requests for SMA's received from financial advisors and sponsors back offices
- Daily monitoring and reconciliation of separately managed accounts between the portfolio accounting system and client's external custodians
- Liaising with different internal departments (AA, PA, Settlements etc) to resolve the complex issues
- Perform quality control checks on critical data elements
- Process client-directed changes to existing portfolios (E.g., Strategy changes, Account number changes, cease requests, terminations, etc.)
- Review account exception reports to identify potential risk outliers also communicate with Portfolio managers within the specific deadlines
- Monitor and communicate corporate action events
- Collaborate with internal departments to resolve complex issues
- Provide daily, weekly, and monthly department reporting
- Bachelor's Degree Required
- 2+ years Experience with Microsoft Office (Outlook, Excel, and Word) Required
- General knowledge of financial markets and products Required
- Knowledge of Separately Managed Accounts (SMA) Required
- Experience of using APL, SMA BPM (K2), Perform SMA is a plus Required
- Strong technical skills Required
- Physical Requirements: Sedentary Work
4IC
Related SkillsBusiness Analysis, Business Process Improvement, Business Process Understanding, Communication, Consultative Communication, Negotiation, Nuveen Products/Services Acumen, Organizational Savviness, Project Management, Vendor / Partner Management
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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.
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