TIAA

Financial Planning and Analysis

• Lead and manage the U.S. Real Estate Investment Risk Management team
• Provide independent investment risk oversight, advice, and challenges on new product strategies
• Develop investment risk management processes under Nuveen’s global risk framework
• Actively participate in the product governance process
• Monitor and report on the compliance with risk limits and fund guidelines throughout the investment process

Market Risk Officer

• Support month-end and quarter-end close reviews
• Analyze financial results
• Prepare timely and accurate GAAP-based work papers
• Collaborate with auditors and tax professionals
• Calculate and analyze portfolio performance metrics
• Provide guidance to junior Investment Accountants
• Assist in developing financial reporting processes

Senior Investment Accountant

Administrative Assistant

• Maintains office inventory
• Facilitates supply orders
• Completes general office duties
• Supports employees with tasks related to onboarding, appointment setting, and travel arrangements
• Provides meeting assistance through scheduling, presentation preparation, and note taking
• Handles various office tasks related to communication and organization

General Counsel

• Provide legal advice to the Asia Pacific real estate business
• Oversee investment activity, including fund transactions
• Manage legal risk for the business
• Assist with acquisitions, divestitures, mergers and related integration processes
• Collaborate with the wider legal team to develop policies and guidelines

Associate General Counsel – Real Estate

Account Manager

• Partner with Wealth Management Advisors in delivering client service
• Support high-net worth clients in achieving financial goals
• Manage responsibilities for a book of assigned clients
• Support the implementation of financial plan recommendations

Wealth Management Client Relationship Manager

Designer

• Collaborating with team members and consultants throughout all phases of projects
• Assisting in the creation of the workplace environment
• Reviewing and approving design related deliverables, materials, finishes, furniture, artwork, and branding
• Communicating with the team in maintaining goals, schedule, and priorities of assigned projects

Senior Designer

Analyst

• researches and analyzes complex market-related equity information from internal and external sources
• advises the firm's portfolio managers in search of investment opportunities for the firm's various equity research growth portfolios
• covers existing portfolio holdings
• evaluates and interprets complex data for equity growth trends
• advises management on new or potentially new product or service development
• reviews research of securities of target industries and companies to provide investment recommendations
• researches the necessary valuation, risk assessment and portfolio construction techniques required to drive the investment portfolio’s relative performance versus the benchmark
• authors equity research reports and publications to be presented to management
• monitors data on competitors and analyzes their investment strategies, prices, sales and method of operation to facilitate recommendations
• identifies and forecasts future investment trends with complex statistical data on past sales
• refines modeling and measuring techniques utilizing mathematics, statistical methods or other principles
• oversees development, maintenance, and execution of portfolio models to assess potential investment opportunities
• coaches, reviews and delegates work to lower level equity research professionals

Managing Director, Medical Device Equity Analyst

Director

• Coordinates across business groups and firm affiliates to ensure strategic alignment and holistic development of Responsible Investing data and technology infrastructure
• Sets project priorities, leads project planning and coordination, defines KPIs and regularly reports on progress against the roadmap
• Translates business needs into technical requirements and is a key participant in sprint planning, documentation and user acceptance testing
• Ensures that data and technology services key Responsible Investing functions such as Environmental, Social, and Governance integration, stewardship and impact investing and facilitates streamlined, accurate and at-scale client and regulatory reporting
• Develops socialization and training processes for new tools and data sets to drive user adoption and success
• Leads management of the firm’s diverse stable of Environmental, Social, and Governance and impact data vendors and helps develop the long-term data strategy for Responsible Investing
• Drives innovative and leading solutions to key business challenges by staying current on the landscape of Environmental, Social, and Governance data, vendors and product offerings

Director, Responsible Investing – Data & Technology

Research Analyst

• Assume primary coverage for sectors in the non-investment grade universe
• Build and maintain views and recommendations for long and short investments across the risk spectrum, from high quality BB to stressed situations
• Underwrite new issues and secondary ideas across loans, high yield and convertible bonds, both from a long and short perspective
• Actively monitor investments and taking predictive approach to managing risk exposures
• Perform ESG analysis and monitoring for portfolio companies; engage management teams on ESG related issues

Senior Director, Research Analyst – Leveraged Finance

Product Designer

• Collaborates and coordinates with technology partners, product, development and marketing teams
• Advocates for the overall user experience
• Performs a variety of moderately complex business planning, support, and project-related duties

UX Lead Specialist

• Manages and grows individual relationships with high-net worth and complex clients across all products and services
• Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
• Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.

• Handles complex global, plan and individual level adjustments and remediation projects.
• Processes complex bulk adjustments (Plan Mergers, Cross Contract Transfers, and Fund Mergers).
• Handles the research and reporting of system issues related to OMNI, including analyzing the data.
• Acts as a subject matter expert (SME) for Operations and IT implementations.
• Coaches and reviews the work of lower level professionals.

Senior Complex Resolution Analyst

• Reviews GAAP work papers and supporting schedules for audits
• Identifies key financial takeaways for joint ventures ensuring compliance
• Provides management insight into monthly and quarterly reports
• Analyzes portfolio performance returns
• Manages large reporting processes and mentors lower level professionals

Investment Accounting Manager – Private Funds Finance

Manager

• Analyzes customer complaints to determine validity, risk, and cause of the complaint
• Audits consultant phone calls, documentation, and interaction records
• Collaborates with variety of departments to correct and restore client account to proper status
• Ensures complaints and corrections have been documented for FINRA review
• Generates error reports to track sources of errors and alerts management

Customer Resolution Manager

Learning and Development

• Evaluates existing training and development programs to enhance the learning experience for employees.
• Reviews learning and development operational strategies by analyzing trends, preparing critical measurements, implementing production, productivity, quality, and leading system improvements.
• Evaluates organization strengths and weaknesses by reviewing current learning and development programs, identifying and analyzing performance problems and needs in business units.
• Provides learning and development programs by developing and evaluating potential solutions, aligning solutions with organization strategies, and planning and organizing training and development.
• Assesses learning and development program results by tracking and analyzing performance results, conducting surveys, interviewing unit managers and employees.
• Collaborates with various business units to create training materials that achieve defined learning outcome.
• Manages learning and development organizational strategies by contributing information, analysis, and recommendations to strategic direction, creating functional objectives in line with organization goals.
• Coaches and delegates work to lower level professionals to ensure high-quality and timely completion of projects.

Market Risk Officer

Senior Investment Accountant

Administrative Assistant

Associate General Counsel – Real Estate

Wealth Management Client Relationship Manager

Senior Designer

Managing Director, Medical Device Equity Analyst

Director, Responsible Investing – Data & Technology

Senior Director, Research Analyst – Leveraged Finance

UX Lead Specialist

Wealth Management Client Relationship Manager

Senior Complex Resolution Analyst

Investment Accounting Manager – Private Funds Finance

Customer Resolution Manager

Learning Consultant – Instructional Designer