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Analyst II, Leverage Finance
TIAAAnalyst in Leverage Finance at Nuveen Global Investment Operations handling loan administration tasks and settlement processes. Collaborating with various teams to ensure compliance and effective communication.
Tech Stack
Tools & technologiesVBA
About the role
Key responsibilities & impact- Complete various loan administration tasks, including trade processing, loan reconciliations, and trade settlement.
- Assist Trustees, Loan Administrators, Legal, Tax, and Compliance with regards to trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives.
- Communicate effectively with traders/business partners at all levels and build strong working relationships.
- Support the settlement process of loan syndications, secondary loan trades, CLOs, and restructures, including funding and documentation matters.
- Research and respond to ad-hoc inquiries on discrepancies – position breaks, price.
- Ensure adherence to compliance and regulatory requirements.
- Reconciliation in BBG Aim for Bank loans & Leverage Loans.
- Work directly with IT or vendors to resolve any technical issues.
- Train and coach peer team members.
- Coordinate preventive and corrective actions with appropriate teams.
Requirements
What you’ll need- University (Degree) Preferred
- Strong understanding of leveraged finance products, loan syndications, and settlement processes
- Experience with cash reconciliations, position tracking, and investment portfolio operations
- Knowledge of credit agreement structures, covenant monitoring, and restructure processing
- Proficient in cash reconciliations and multi-level reconciliations across systems and custodians
- Ability to investigate and resolve breaks, discrepancies, and data inconsistencies
- Experience implementing reconciliation controls and ensuring audit compliance
- Experience with CLO reporting and investor deliverables (Optional)
- Familiarity with syndicated loan structures, facility agreements, and agent bank operations (Optional)
- Understanding of loan servicing activities including drawdowns, repayments, amendments, and restructures (Optional)
- Advanced Excel skills including VBA macros for data analysis and process automation
- Excellent written and verbal communication skills with ability to explain complex transactions clearly
- Proven ability to collaborate with Investment teams, Risk, Legal, external auditors, and custodians
- Strong interpersonal skills to manage stakeholder expectations and resolve issues proactively.
Benefits
Comp & perks- Flexible work arrangements
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
loan administrationtrade processingloan reconciliationstrade settlementcash reconciliationsposition trackingcredit agreement structurescovenant monitoringadvanced ExcelVBA macros
Soft Skills
effective communicationrelationship buildinginvestigation and resolutioncollaborationstakeholder managementtraining and coachingproblem-solvingproactive issue resolution