develop and execute monitoring controls and reporting for all facets of Managed Solutions
partner closely with client services, technology, risk and legal associates to implement reporting and forensic frameworks
validate the accuracy and precision of calculations and transactions
work closely with fellow Default Solutions Team members and other associates on root cause analysis, mitigation and validation
support the conception, definition, and development of key capabilities and features of the model management system
maintain a holistic set of controls to support the flawless execution of the RetirePlus Series
monitor and analyze ongoing activity across all plans enrolled in the RetirePlus Series
review volume & control total reports to identify red flags, anomalies & potential issues
research results and items flagged by audits and control total reports
identify the root cause, population impacted & fix that needs to be implemented for identified issues
create and support interactive dashboards and reports to communicate complex analytics insights to non-technical stakeholders
review individual accounts based on random sampling and audits

Requirements

5+ years of data analyst or similar experience
Experience in designing and developing robust data pipelines for seamless data ingestion and transformation using Python and/or Alteryx
Knowledge of principles, techniques, and best practices of data modeling and data quality
Direct experience with SQL analysis and reporting tools such as Tableau
Familiarity with TIAA’s institutional systems, processes, and procedures
Bachelor’s Degree or equivalent of four (4) years of related work experience
Experience working with retirement plans and services
Experience working across functions / businesses in a matrix environment that may include Product, Marketing, Legal, Risk, Compliance, Technology, Client Relationship Sales, Client Services, etc.
Familiarity with TIAA’s investment and annuity products
Understanding of asset allocation and managed account products and services
Experience with processes including creation and maintenance of documentation
Advance level experience with SQL scripts
Advanced proficiency in SQL development, including complex query optimization.

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisdata pipelinesPythonAlteryxSQLTableaudata modelingdata qualitycomplex query optimizationdocumentation

Soft Skills

root cause analysiscommunicationcollaborationproblem-solvinganalytical thinkingattention to detailstakeholder engagementreportingvalidationmitigation