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TIAA Senior Client Reporting Analyst in CHICAGO, Illinois

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.

Position Summary:

The Client Reporting Analyst will assume a hands-on role in producing client reports. Candidate will be responsible for collecting and documenting client report requirements from various internal departments. The Senior Analyst will work closely with Client Services, Operations and IT departments across the firm in the creation and management of new report templates and dashboards. This role will troubleshoot general system issues and answer data questions pertaining to client reporting. The Analyst must have the ability to identify and resolve issues in a timely and efficient manner and work independently with minimal supervision in a fast paced environment.

Key Responsibilities:

  • Produce monthly and quarterly workflows for client reports

  • Gather report requirements from internal departments

  • Assist in designing, creating, and maintaining new report templates and dashboards

  • Run ad-hoc report requests from various internal departments

  • Review and resolve system and workflow errors

  • Assist in performing data validations and resolve data discrepancies to ensure accuracy of client reports and other reports

  • Understand enterprise level data flows across all firm-wide systems

  • Provide assistance with monitoring the timeliness of file feeds to databases that support client reporting

  • Work closely with IT, Operations and Client Service departments at an enterprise level and general troubleshooting issues within Coric

  • Collaborate with IT to implement new system functionality and system enhancements

  • Assist with the development and testing of system upgrades

  • Identify and assist in the implementation of business process improvements

Qualifications:

Required:

  • Bachelor's degree from an accredited four-year university

  • Minimum of 2 years of experience in the financial services industry with a minimum of 1 year in client reporting

Preferred:

  • Excellent business and technical background in portfolio accounting, securities data, pricing and corporate actions across all asset classes, including global equities, fixed income and derivative

  • Previous experience with investment systems such as Coric, Vermillion, Portia, and/or Eagle preferred

  • Excellent communication skills (oral and written)

  • Ability to provide attentive customer service

  • Ability to work in a team or independently

  • Ability to meet both daily and periodic deadlines

  • Flexibility in adapting to scheduling and work flow changes

  • Advanced Microsoft Office Suite (Excel, Outlook, Word) skills

  • Knowledge of database structure and maintenance

  • Languages: SQL preferred

  • Excellent problem recognition and resolution skills

  • Strong analytical skills

  • Detail-oriented

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.

If you need assistance applying due to being visually or hearing impaired, please email.

We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.

Additional Information

  • Requisition ID: 1722753

Company: Nuveen

Post Date: Nov 05, 2019

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