Nuveen Investments CW Analyst Private Market Operations in Virtual, Illinois
This is a Non-Employee Contingent Worker Role providing services for TIAA’s family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.
This role is located onsite at our TIAA office in Virtual, NC, USA but will currently be remote.
The anticipated term of this engagement will be 10 months. This term could be extended based on company business needs.
The Senior Analyst, Private Market Operations job assists with operational activities for the investment function, specializing in private market accounts. Working under limited supervision, this job performs routine, administrative/transactional operational processes pertinent to trade processing, settlements, securities transfer and record maintenance. This job also provides assistance and training to junior employees and faces non-routine problems on a daily basis.
Key Responsibilities and Duties
Supports trading and balancing of private market accounts, ensuring compliance with model portfolios from portfolio managers.
Administers asset management operational processes including trade processing, settlements, and securities transfers, ensuring quality, accuracy and completeness.
Researches basic account issues and resolves routine and some non-routine issues.
Prepares compliance documentation to help ensure compliance with investment restrictions, laws, Securities & Exchange Commission (SEC), and tax codes.
Considers multiple resources and records when investigating non-routine problems in asset management operational processes.
- High School Preferred
- No Experience Required; 2+ Years Preferred
- Physical Requirements: Sedentary Work
Analyst, Private Market Operations
Perform operational functions and maintain investment records for a variety of alternative investments in the Real Assets, Impact Investing, Real Estate, and Private Placements space. Investors include the TIAA General Account as well as a variety of third-party clients.
Key Responsibilities and Duties
Enter transactions such as capital calls, distributions and valuation transactions for private equity into the Front Invest system, along with supporting documents.
Facilitate the closing of new Private Placement deals in CRD by overseeing outgoing wires and submitting instructions to take physical certificates into the custodian vault.
Assist management with data gathering for inquiries such as audit requests or compiling metrics
Help to resolve reconciliation issues between the custodian banks and accounting teams.
Participate in team projects and testing for system upgrades, new automation, etc.
Work on documenting and updating procedures as required.
A minimum of a Bachelor’s degree
2 or more years of Asset Management industry experience.
Ability to effectively interact with internal clients and outside vendors to articulate system requirements
Strong analytical skills
Excellent problem recognition and resolution skills
Strong work ethic
Ability to work in a team and individually
Start Date: 07-Feb-2022
End Date: 30-Dec-2022
Travel Required: No
Potential Salary: $50.84 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.
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