Job Information

Nuveen Investments Sr Lead Business Analyst in New York, New York

Investment Management Business areas supported include Portfolio Management, Trading, Research, Trade Operations, Portfolio Accounting, Pricing, Client Services. Business and Operational knowledge of Bank Loans is a must. Working knowledge of Wall Street Office for the bank loan asset class is a plus. Also desirable would be direct experience working with external financial market data vendors like Bloomberg, IDC, S&P, Moody’s, & FACTSET.

Key Responsibilities and Duties

  • Liaise closely with all business areas of asset management Front, Middle & Back Office operations and technology application teams to generate business and application functional requirement documents and design specifications for both BAU and strategic enterprise level projects

  • Conduct workshops with technical architects and infrastructure teams to manage solution design delivery and ensure that the product delivery meets the complete business requirements

  • Act as a SME and business point of escalation for key production issues

  • Document current state functional workflows across the business areas defined in the summary and design end to end strategic workflows meeting key business and operational needs

  • Lead the preparation and coordination of integration and user acceptance testing across multiple applications and business stakeholders, ensuring issues are resolved in a pragmatic and timely manner

  • Prepare and provide ongoing project communications, reporting status, risks, and issues to the Steering Committees, PMO, and IT leadership

  • Manage IT and Operations Stakeholder’s expectations in support of multiyear roadmap projects goals and deliverables

  • Assist in creating and managing project plans using Project Management Tools to manage projects related to the functional areas described in the summary sectionÂ

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 5+ Years Required; 7+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


Required Skills:

  • 5+ years of Buy/Sell side experience working at Hedge Fund/Investment Manager leading business analysis and/or project management related to complex and strategically relevant projects

  • Experience with Wall Street Office or equivalent systems that handle bank loan processing

Preferred Skills:

  • Understanding of Bank Loan asset type and CLO management is strongly preferred

  • Ability to write complex SQL to query large data sets within data marts

  • Experience with Portfolio Management, Trading, Research, Corporate Action, Trade Processing, Portfolio Accounting business concepts.

  • Ability to document current and target state business functional workflows using tools such as Microsoft Visio and PowerPoint.

Potential Salary: $170,000.00 USD

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).Â

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

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

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 Opportunity

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.

Read more about the Equal Opportunity Law here ( .

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.Â

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:Â

Phone: (800) 842-2755


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