TIAA

Financial Planning and Analysis

• Enable the prioritization of TIAA’s enterprise strategic initiatives.
• Support the Strategic Planning team and the Executive Committee in gathering and analyzing data to inform prioritization decisions that align with enterprise goals
• Help develop planning scenarios and prepare recommendations for optimal allocation of financial, human, and technological resources
• Support the creation of strategic plans, own maintenance of strategic plans and lead conduct roadmap analysis
• Build relationships within the Strategic Planning & Execution communities and collaborate with cross-functional teams during planning
• Lead in conducting complex analysis, including financial modeling (NPV, IRR, ROI)
• Lead in preparing reports, presentations, and documentation to communicate strategic planning deliverables and artifacts
• Lead in continuous improvement projects leveraging process improvement and technology enablement (including AI)

Strategic Planning Associate

Analyst

• Assists with managing a portfolio of real estate assets
• Provides recommendations for potential property management, leasing and construction contracts
• Assists with managing the quarterly asset appraisal process
• Researches investment strategies for a significant portfolio of real estate investments
• Conducts financial analysis/modeling to assess current and projected performance of property investments
• Evaluate and provide recommendations on leasing, capital projects and dispositions

Analyst, Asset Management

Content Marketing Manager

• Lead creation and execution of multi-channel Advisor Education activation campaigns across email, social media, promotional materials, and digital touchpoints
• Write, edit, and design compelling activation content that drives advisor engagement and action
• Build activation workflows and lead follow-up journeys in coordination with Client Marketing and Advisor Education teams
• Manage end-to-end campaign execution including brief development, stakeholder coordination, content production, deployment, and post-campaign analysis
• Coordinate and oversee placement and production across Advisor Education digital platforms, ensuring optimal functionality and user experience
• Act as primary platform gatekeeper, creating and providing forward content planning and scheduling, maintaining content quality standards and governance protocols
• Track key engagement metrics (enrollment, registrations, completion rates, click-through rates, leads, lead conversion metrics)
• Monitor campaign performance and recommend measurement frameworks

Senior Associate, Content Development, Digital Activation

Content Manager

• Develop and drive private markets educational content strategy
• Create non-product investment educational content for financial advisors
• Write, edit, and guide execution of multi-format private markets content
• Architect end-to-end digital private markets learning journeys

Private Markets Educational Content Manager

Account Manager

• Advises existing clients on a wide variety of gift planning, investment, and program management issues
• Develops plans to increase client engagement and marshall resources necessary to solve client problems
• Creates and presents high quality client educational content via various mediums
• Collaborates extensively and provides leadership to internal functional team members

Relationship Manager II

Vice President

• Manage Nuveen's ETF creation and redemption process (including custom in-kind basket construction and portfolio rebalancing) through close collaboration with Portfolio Management, Trading, Authorized Participant, and Market Making teams.
• Support Nuveen's Closed-End Fund capital markets programs, including ATM shelf offerings and share repurchase programs, in coordination with relevant internal and external stakeholders.
• Monitor and analyze ETF market quality indicators including trading volumes, bid-ask spreads, premiums and discounts to NAV, and primary market flows, and work proactively with ecosystem participants to address liquidity or trading issues.
• Build and maintain working relationships with authorized participants, market makers, and exchanges to support a healthy trading environment across Nuveen's ETF lineup.
• Serve as a technical resource on ETF trading and liquidity for distribution teams, advisors, and clients, providing education and execution guidance as part of Nuveen's broader distribution support effort.
• Partner with Legal and Compliance to maintain ETF-specific policies and procedures related to custom baskets, AP oversight, and primary market operations.
• Develop and deliver regular reporting on capital markets metrics, flow analysis, market quality indicators, and platform performance to ETF leadership and internal stakeholders.
• Support ETF product launches and platform enhancements through cross-functional collaboration with Portfolio Management, Trading, Operations, Technology, Marketing, and Sales.

AVP, Capital Markets ETF Specialist

• Develop and execute processes to scale portfolio surveillance and risk management
• Create processes and supervise the maintenance of client-directed model portfolios, asset allocation models and custom alpha signals
• Provide leadership in the development and oversight of the Portfolio Strategist team
• Structure and approve client mandates; supervise Portfolio Strategist in the same function
• Direct limited client portfolio actions (e.g., cash flows, start/stop trade, corporate actions)
• Review and grant exceptions for requests that fall outside the traditional account parameters
• Define and maintain policies for portfolio actions and exceptions
• Leverage and contribute to Brooklyn’s simulation infrastructure to create custom portfolio analyses and proposals
• Review account performance and performance attribution with clients and their investment committees
• Present to clients and prospects as a senior member of the Portfolio Management team

Head of Portfolio Strategy

• Funds Transfer
• Collateral Management/Margins
• Corporate Actions/Income Processing
• Static Data/Data Management
• Control
• Trader Support
• Clearance/Settlement/Investigations
• Documentation/Confirmations
• Customer Service
• New Accounts
• Client Valuations/Pricing
• Client Cash Management

Senior Analyst – Treasury

• Supports existing institutional clients by responding to inbound account-level inquiries
• Creates, analyzes, and reviews prospective client portfolios
• Maintains and supports relationships internally with Portfolio Managers, Research, and Trading teams
• Prepares and assembles client presentation decks
• Participates in both client and prospective client calls and presentations
• Coordinates and completes month-end and quarter-end deliverables

Muni Client Portfolio Manager

Data Analyst

• Support reporting needs across asset classes (equity, fixed income, and alternatives) encompassing investment performance, attribution, characteristics and risk statistics
• Calculate, analyze, and interpret performance returns and attribution across equity, fixed income, multi-asset, and alternative investment strategies
• Perform comprehensive reconciliation of performance metrics to ensure accuracy and consistency across all reporting channels
• Generate and distribute performance analytics, portfolio characteristics, and attribution analysis to internal and external stakeholders
• Serve as subject matter expert on complex attribution methodologies and performance measurement challenges
• Act as key point of contact for internal business partners across front office, marketing, client reporting, and compliance teams
• Participate in enterprise projects ensuring deadlines are met while collaborating with other business units throughout the firm
• Collaborate with stakeholders to understand evolving needs and proactively deliver solutions that support business objectives
• Identify opportunities for efficiency and accuracy improvements in analytics and attribution processes

Senior Investment Performance Analytics Analyst

• Plays a crucial role in delivering lifetime income to clients
• Responsible for deepening client relationships and identifying sales opportunities
• Lead integrated teams to maximize client outcomes
• Demonstrates expertise in identifying client needs and planning opportunities
• Mentors relationship management staff

Senior Relationship Manager

Director

• Leads consulting engagements end-to-end including evaluation, advanced planning, analysis, solution development, and execution
• Provides advanced expertise to engagement teams in leading complex business problems
• Develops complex analytical frameworks and project plans to support recommendations
• Identifies and prioritizes strategic improvement opportunities across products and services
• Prepares executive-level presentations for approval of strategic recommendations
• Manages performance of Corporate Strategy & Planning team while supporting integration and collaboration

Director – Strategic Consulting

• Deepen client relationships and identify sales opportunities
• Lead integrated client teams to ensure growth and retention
• Position the value of lifetime income to sell products

• 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.

Analyst II, Leverage Finance

• Assists in producing and delivering periodic investment reports
• Prepares weekly, monthly and quarterly investment performance reports
• Addresses client queries promptly
• Collaborates with accounting and fund administrators
• Supports the completion of due diligence
• Participates in design and creation of report templates
• Assists in data validation and resolving discrepancies
• Develops industry and investment knowledge
• Assists with investment data consolidation