Job Information

Nuveen Investments Senior Associate in Mumbai, India

The Lead Finance Controller maintains the Financial Control function for the organization, providing expertise to guide accounting, budgeting, and financial reporting processes. This job manages experienced professionals who exercise latitude and independence in assignments. This role sets policy and strategy implementation for the Financial Control function in alignment with organization objectives for short-term results (1 year or less).

Key Responsibilities and Duties

  • Regulates accounting policies, programs, and systems to control the organization's financial assets and to provide complete and accurate financial information and records.

  • Oversees experienced professionals reports and findings to ensure business processes are adequately documented.

  • Handles strategic direction for the development and maintenance of planning and budgeting systems.

  • Evaluates the implementation of corporate financial processes and systems and maximizes the quality of financial reporting and analysis.

  • Assigns the analysis and interpretation of financial data and the preparation of financial and management reports, interprets financial data to determine and recommend changes to improve financial performance.

  • Connects with executive leadership concerning Financial Control matters of significance to the organization, presenting findings and specific recommendations and/or trends requiring attention.

  • Manages, directs, assesses performance, and coordinates with direct reports to ensure and facilitate execution of the business’s stated Financial Control strategies and objectives, and to foster team member engagement, motivation, and development.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 5+ Years Required; 7+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


We are seeking a dynamic and experienced Senior Associate to join the Investment Accounting & Reporting team and play a crucial role in managing Investment Reporting Warehouse (IRW). As a key contributor you will be responsible for ensuring the accuracy and integrity of data within IRW database, streamlining processes, and collaborating with global stakeholders to implement technological upgrades for enhanced efficiency. Position will be based out of Mumbai

IRW data validation / Stakeholder collaboration :

  • Perform data validation and control checks before IRW close on business day 10 to ensure data integrity and accuracy.

  • Identify and rectify discrepancies to ensure accurate reporting.

  • Provide regular support to IRW data consumers, addressing data quality issues and ad hoc data requests.

  • Collaborate with all stakeholders to understand and resolve challenges related to data quality.

  • Identify and purpose solutions through technology upgrades and strategic investments.

Data catalogue and mapping :

  • Create a comprehensive data catalogue detailing data mappings within IRW.

  • Ensure clear documentation to enhance understanding and accessibility.

Alteryx proficiency:

  • Demonstrate excellent Alteryx automation skills for managing workflows linked to IRW.

  • Handle regular maintenance tasks and make necessary adjustments to workflows to ensure data integrity.

  • Work with teams from different IRW subject areas to ensure seamless reporting.

Finance & Accounting skills :

  • Should possess functional knowledge and understanding of investment reporting and accounting across diverse IRW subject areas such as securities, mortgages, derivatives, real estate, private equity etc.


  • Strong in Communication skills

  • Ability to collaborate with global stakeholders.

  • Detail oriented with a focus on data accuracy and quality.

  • Expert knowledge of Alteryx, Tableau, PowerPoint & good presentation skills

  • Strong in Control & Governance

Educational Qualification

  • Bachelor’s degree in finance / MBA (Finance/IT) / data analytics skills /Alteryx certifications

  • Alteryx proficiency and experience with workflow management

  • 8-10 years’ prior experience in Finance/Change management function

  • Strong analytical and problem-solving skills.

Related Skills

Accountability, Accounting Standards, Adaptability, Business Acumen, Business Process Improvement, Collaboration, Communication, Compliance, Financial Acumen, Generally Accepted Accounting Principles, Inspires Others, Relationship Management, Risk Analysis/Analytics, Stakeholder Engagement, Strategic Thinking

Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.

Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.

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

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755


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