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Associate- Performance Reporting

4 months ago

Pune, India TIAA Full time

The Senior Specialist - Nuveen Client Services conducts operational activities for the investment function, supporting the management of capital on behalf of pensions, endowments, corporate plan sponsors, and other institutional investors. Working under limited supervision, this job executes various operational processes pertinent to trade processing, settlements, securities transfer and record maintenance.

Key Responsibilities and Duties
- Executes asset management operational processes including trade processing, settlements, and securities transfers, ensuring quality, accuracy and completeness.
- Researches complex investment account issues and resolves escalated issues.
- Participates in process improvement initiatives to improve operational efficiency, communicating recommendations for further process improvement opportunities to management team.
- Reviews financial statements and performance reports before they are distributed to investors.
- Communicates with legal counsel and outside auditors on filings, examinations, reporting, and other related tasks as needed.
- Ensures compliance with investment restrictions, laws, Securities & Exchange Commission (SEC), tax codes, and other corporate and regulatory policies when performing operational processes.

Educational Requirements
- University (Degree) Preferred

Work Experience
- 3+ Years Required; 5+ Years Preferred

Physical Requirements
- Physical Requirements: Sedentary Work

Career Level

7IC

Functional Responsibilities:

- Manage a team of Performance Associates
- Support reporting needs for investment performance, characteristics and risk statistics
- Maintain performance measurement system for calculation of portfolio returns and statistics.
- Troubleshoot and explain the performance results and remediate errors.
- Operate under an environment where performance results are consistent with Global Investment Performance Standard (GIPS) requirements.
- Develop, automate, and enhance performance reports.
- Communicate with various departments.
- Utilize multiple tools (both proprietary and third party) to gather information.
- Job Requirements And Qualifications:
Required Education:
Bachelor’s Degree

Business, Finance, Mathematics, Accounting, Economics

Required Experience:
6 to 8.5 years
- Minimum 6 to 8.5 years of Asset Management industry experience in an offshored operations environment.
- General knowledge of investment performance concepts including calculation, attribution, risk statistics and GIPS.
- General knowledge of investments as applied to Mutual Funds, Institutional, Wrap and Collective Investment Trusts.
- Strong research, analytical, and organizational skills
- Ability to work both independently and within a team
- Working knowledge of Morningstar and Factset

Skills and Abilities:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Attention to detail and accuracy
- Analytical skills are key
- Aptitude for financial calculations and methodologies
- Process orientation with ability to streamline tasks
- Proven ability to multi-task, prioritize and meet deadlines
- Knowledge of Eagle Pace preferred
- Exhibited skills in problem identification and problem resolution
- Ability to work collaboratively in a team environment
- Effective time management skills
- Effective with Microsoft Excel, PowerPoint, Word, and Access
- Experience utilizing desktop automation tools (VBA Excel/Access) a plus
- High service orientation, and follow through

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Company Overview

TIAA GBS India 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 GBS India 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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

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Phone: (800) 842-2755

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