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TIAA Client Reporting in ENGLAND, United Kingdom


Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at


While helping to build and provide a first-class Client Service function globally, the Client Services Reporting Associate will be responsible for supporting the EMEA based Client Service team in a variety of areas which includes the co-ordination of investor reporting, reporting system support, responding to data queries, ad-hoc project co-ordination, and organising and supporting client contact management planning. The main objective from a team perspective is to ensure that our clients receive excellent client service and to provide team support as required.


  • The following dutiesare generally representative of the nature and level of work assigned and arenot necessarily all inclusive.

  • Maintaininga first-class client service

  • Supportingthe Client Services and Reporting Manager with the in-house reporting tool.This includes day to day support, building report templates, undertaking useracceptance testing and liaising with the supplier as required

  • Supportingany future development of the in-house reporting tool in order to provide thebest client reporting experience

  • Reviewingand resolving reporting system and workflow errors

  • Understandingdata flows across firm-wide systems and providing assistance with monitoringthe timeliness of file feeds to databases that support client reporting

  • Workclosely with IT, Operations and Client Service departments at an enterpriselevel and general troubleshooting issues within the client reporting system

  • Collaboratewith IT to implement new system functionality and system enhancements

  • Buildingrelationships and working closely with the appropriate stakeholders across thebusiness to enhance efficiency and to help facilitate automation of data whereapplicable

  • ProjectManagement – co-ordinating and supporting the team with any ad-hoc reportingand data projects that take place during the year

  • Co-ordinationand compilation of the quarterly investment reports ensuring accuracy andcomplete reports; these must meet set timeframes and client deadlines and addvalue where possible

  • Supportingthe client managers as and when required during the reporting periods and whenonboarding new clients

  • Updatingclient systems to enhance the information we collect on investors (e.g.onboarding new clients)

  • Maintaininginformation on the in-house client relationship management systems ensuringthat it is complete and accurate for each client

  • Internalreporting management – undertaking data analysis, co-ordinating the productionof regular reports for internal management, responding to ad hoc queries

  • Keepingup to date with any regulatory requirements


TechnicalSkills & Qualifications Required:

  • Degreeeducated

  • Fundamentalunderstanding of client reporting

  • Abilityto meet deadlines under pressure

  • Goodknowledge of MS Word, Excel Publisher and PowerPoint

  • Mustbe computer literate and able to work with bespoke systems (training will beprovided as required)

  • Goodknowledge of a Client Reporting tool e.g. Vermilion Report Software or SimCorpCoric would be an advantage

  • Knowledgeof database structure and maintenance

  • Languages:SQL preferred

  • Dataanalysis skills


  • Strongproject management and organisational skills

  • Goodcommunication skills (oral and written)

  • Mustbe highly motivated, detail-oriented, flexible and capable of workingindependently

  • Bea strong team player

  • Actin line with Nuveen’s Company Values

FCA registration required: No

Additional Information

  • Requisition ID: 1722719

Company: Nuveen

Post Date: Oct 14, 2019