Lead Operations Associate - Asset Management

The primary responsibility of the Lead Operations Associate is to support the account lifecycle management process. Contributes to various strategic initiatives, performs, oversees and coordinates complex activities for investment teams including transactional monitoring, issue & escalation management, risk mitigation and metrics reporting. The Lead Operations Associate is also responsible for the review and timely, accurate processing of overseeing 1000+ benchmark implementations, and orchestrating account setups and resource allocation. Spearheaded automation initiatives that reduced operational costs.

Key Responsibilities and Duties

• Responsible for Maintaining integrity of data masters and accounting systems. Create and update entities and their data fields as required by the business.

• Acts as a liaison and subject matter expert within the assigned business unit to front office, counter parties, vendors, & internal teams.

• Analyze, reconcile, and utilize data across accounting and front office systems.

• Combine data using SQL, and Excel for cross-platform analysis and reporting.

• Identify and improve process efficiency and automation wherever possible that enhance efficiency and effectiveness across the trade operations lifecycle and deliver positive internal and external client impacts.

• Demonstrates a risk and control mindset through adherence to compliance and regulatory requirements; ensures process and audit documentation is current at all times.

• Contributes to, supports or leads special ad hoc & strategic projects as they arise within functional operations area.

Educational Requirements

• Bachelor's Degree Required

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

Required Skills:

• 5+yrs of operations experience
• SQL experience

Preferred Skills:

• Operations experience in the financial service industry
• Asset Management experience
• Highly proficient in Microsoft applications
• Experience in reconciliation and problem resolution

Related Skills

Business Analysis, Business Process Improvement, Business Process Understanding, Collaboration, Consultative Communication, Negotiation, Nuveen Products/Services Acumen, Organizational Savviness, Project Management, Vendor / Partner Management

Anticipated Posting End Date:

2025-04-16

Base Pay Range: $109,500/yr. - $151,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunit