Lead Analyst, Operations Associate, Strategy & Transformation

TIAA • Iselin, NJ

4d • $83,700 - $117,000 • Onsite

About The Position

Nuveen is seeking an experienced, detail-oriented investment operations professional to join Nuveen Global Investment Operations as a Lead Analyst, Operations Associate. Reporting to the Vice President, Investment Operations, this role supports strategic initiatives and transformation projects across the team. It is a hands-on contributor role requiring working knowledge of global equities, fixed income, foreign exchange, and OTC derivatives trading and operations. The Lead Analyst supports process improvement, automation and AI-enabled workflow enhancements, and the development and testing of capabilities that support business growth.

The role supports senior team members with business analysis, testing, and implementation across a portfolio of projects. It works collaboratively with Trading, Technology, and Operations on requirements gathering, test development, user acceptance testing, and issue tracking. The position also supports operational risk management, production issue triage, the development of scalable operational solutions, and due diligence for new markets and investment instruments.

Nuveen and TIAA describe a collaborative in-office culture and offer a comprehensive Total Rewards package, including a retirement program and health, wellness, and work-life offerings. Base pay is listed as $83,700 to $117,000 per year; actual salary may vary, and compensation may include participation in an incentive program depending on the role.

Requirements

• At least 3 years of experience working in asset management, specifically in investment or trading operations.
• At least 2 years of experience supporting FX and/or OTC derivatives.
• Demonstrated ability to manage multiple project workstreams and testing efforts simultaneously.
• Experience contributing to enterprise transformation projects, including business analysis and testing.
• University degree preferred.
• Sedentary work.

Nice To Haves

• 5 or more years of work experience preferred.
• Experience with global equity and fixed income trading.
• Understanding of the derivatives trade lifecycle and support for bilateral, listed, and cleared derivatives trading workflows.
• Understanding of investment management products, including pension funds, mutual funds, and separate accounts.
• Experience with Bloomberg AIM or Charles River Investment Management System.
• Experience working with outsourced service providers.
• Experience managing detailed testing plans and tracking issues to resolution.

Responsibilities

• Support senior team members in executing projects and strategic initiatives, focusing on business analysis, testing, and implementation tasks.
• Collaborate with Trading, Technology, and Operations on business requirements gathering, test case development, user acceptance testing, and defect tracking.
• Assist with transformation project tasks involving automation and AI technologies, including data validation, process mapping, and testing support.
• Help identify operational risks during testing and implementation, and contribute to standard operating procedures and remediation plans.
• Identify efficiency and process improvement opportunities within assigned areas of Core Public Operations and escalate recommendations to senior team members.
• Serve as a knowledgeable resource on equity, fixed income, FX, and derivatives operations, supporting team members with day-to-day operational tasks.
• Assist with triaging and documenting operational issues and production support escalations, escalating complex or high-risk items to senior staff as needed.
• Execute assigned design, testing, and implementation tasks to support the development of scalable new operational capabilities.
• Assist with operational due diligence for new markets and investment instruments, including research, documentation, and coordination of testing activities.

Benefits

• Superior retirement program.
• Health, wellness, and work-life offerings supporting physical, emotional, and financial well-being.
• Compensation may include participation in an incentive program, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level