Annuitization Product Analyst

TIAA•Charlotte, NC

About The Position

The Annuitization Product Analyst supports the end-to-end suite of services and products that comprise TIAA’s Lifetime Income offers. Under limited supervision, the role provides analytical support and detailed documentation to inform product decisions, including business requirements, process flows, impact analyses, and data-driven insights. The analyst partners closely with Product Managers to advance strategic initiatives from discovery through delivery, taking ownership of analytical work and operating independently with minimal direction.

Requirements

  • At least 3 years of business analysis experience supporting product or business teams, focused on business-side, non-technical analysis.
  • Experience translating business needs into detailed requirements and acceptance criteria.
  • Experience creating current- and future-state process flows and maintaining requirements traceability.

Nice To Haves

  • University degree preferred.
  • At least 5 years of work experience preferred.
  • Experience in financial services, retirement, insurance, or annuity products.
  • Experience with Agile delivery practices, such as epics, features, PI planning, and user stories.

Responsibilities

  • Identify analytical needs across initiatives and take ownership of the work, operating independently with minimal direction.
  • Elicit requirements by interviewing stakeholders and gathering, documenting, and validating functional and non-functional requirements.
  • Partner with business stakeholders, product teams, and delivery teams to maintain alignment and present well-reasoned options and recommendations.
  • Analyze data to produce clear insights and actionable recommendations that inform product decisions.
  • Create current- and future-state process flows and impact analyses.
  • Develop clear, stakeholder-ready documentation and presentation materials.
  • Support test-scenario development and user acceptance testing, helping maintain requirements traceability through delivery.
  • Manage priorities across multiple initiatives and collaborate effectively as part of the team.

Benefits

  • Superior retirement program.
  • Competitive health, wellness, and work-life offerings.
  • The compensation package may include participation in an incentive program linked to performance, depending on the role.
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