TIAA

Accounts Payable

• Responsible for processing AP disbursements
• Ensure timely and accurate supplier payments
• Resolve invoice issues and communicate with suppliers
• Educate staff on policies and procedures
• Work on month-end accruals

Accounts Payable Analyst

Analyst

• Develop and maintain mainframe-based applications using COBOL, JCL, VSAM, and DB2 technologies
• Collaborate with cross-functional teams to gather requirements and translate them into robust technical solutions
• Own end-to-end design, development, testing, and successful deployment of application code from an Omni Dev perspective
• Participate in code reviews, unit testing, and quality assurance activities to uphold high standards of application quality
• Identify, triage, and resolve application defects and performance issues in a timely manner
• Contribute to technical documentation, knowledge sharing, and best practice development within the team
• Support continuous improvement initiatives aimed at modernizing and optimizing existing application landscapes

Analyst – Omni Development

Director

• Leading the Research Team
• Set the research agenda for the firm and drive execution of the agenda as a player-coach
• Provide leadership in the development and oversight of the Research team
• Develop proprietary alpha strategies for use across all Brooklyn investment products
• Supervise and monitor implementation of alpha strategies in client portfolios
• Present at client meetings, industry conferences and other similar events on key research findings
• Publish short thought-leadership posts, white papers and contribute to overall development of client-facing materials for the firm

Managing Director, Head of Systematic Equity

Financial Planning and Analysis

• Prepares financial models that analyze monthly financial results in order to identify drivers and explain key variances.
• Completes forecasts and modeling and ensures that results are timely and accurate.
• Completes re-forecasting activities and updating/evolving forecast models.
• Participates in general ledger journal entry posting activities during the closing process to help ensure that financial statements are accurate.
• Prepares ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
• Drafts financial reports and presentations for management that inform business and financial decisions.
• Seeks guidance from senior management regarding challenges that require more advanced knowledge.

Financial Analyst II

Manager

• Optimizes the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk
• Counsels clients on portfolio adjustments to grow client’s profit based on industry trends identified through market and risk analysis
• Buys and sells securities in client accounts to maintain a specific investment strategy or to reach an investment objective
• Determines acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions
• Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations
• Develops and implements new products, processes, standards or operational plans that will have impact on the achievement of Portfolio Management results
• Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends

Senior Portfolio Manager, Private Asset Management

• Provides in person and virtual counseling for participants, beneficiaries, and their representatives
• Offers financial planning advice via in person, phone and video chat
• Counsels participants on their pension plans and investment options
• Educates and facilitates new product purchases and provides authoritative information
• Interacts with retirement plan participants to provide exceptional customer service
• Utilizes knowledge of tax and investment strategies to inform financial advice
• Develops and maintains strong relationships with Institutional Plan Sponsors

Financial Consultant

Sales

• Oversee a team providing coaching to wealth client-facing associates on TIAA's client engagement model
• Collaborate with market wealth Senior Directors for consistent messaging
• Manage team performance through feedback and performance reviews

Senior Director, Wealth Sales and Solutions Coaching

Security Engineer

• Reviews the design and development of security models
• Establishes the procedures and guidelines for hardware, software and network security
• Leads the identification of portions of the organization's IT platform/infrastructure for cloud deployment
• Overseeing security awareness programs
• Crafts the organizational technology vision and information security principles
• Reviews and implements the design for security solutions

Lead Info Security Architect

Administration

• Directs actuarial work performed by EY related to capital adequacy/financial strength
• Oversees the work performed by EY with respect to the company's actuarial liabilities
• Approves asset and liability modeling and analyses of group annuity line of business
• Coordinates with EY on various ALM projects
• Approves valuations of actuarial reserves and liabilities prepared by EY
• Manages performance of the Group Annuity Plan Administration team

Plan Administration Manager

• Enable client facing Wealth Management client facing associates to provide objective advice
• Build and maintain close relationships with client facing Wealth Management associates
• Coach and motivate client-facing associates to meet comprehensive client goals
• Educate and coach associates on TIAA’s solutions
• Participate as a keynote speaker at client seminars
• Act as a subject matter expert in financial planning concepts

Director, Wealth Management Coach

Business Analyst

• Partner with Private Markets investment teams and Shared Services to deliver technology and data solutions that enhance operational efficiency and investment insights.
• Lead the creation of detailed business and technical requirements for new systems, data pipelines, and reporting tools.
• Collaborate with internal stakeholders to ensure alignment between business needs and technical implementation.
• Manage and execute projects or workstreams, including planning, stakeholder communication, and delivery oversight.
• Facilitate the transition of new solutions into business-as-usual operations, ensuring proper documentation and training.
• Define and promote best practices for data governance, metadata management, and integration strategies specific to private markets data.
• Contribute to the development of technology roadmaps and the evolution of the Private Markets data architecture.
• Maintain and enhance documentation for systems, data flows, and business processes.
• Demonstrate deep understanding of private markets workflows and data, and translate that into effective technical solutions.
• Coaches, reviews and delegates work to lower level professionals.

Senior Lead Business Analyst, Private Markets

Account Manager

• Leader of State servicing team, project leader/manager engaging Education Savings and all business partners in the service of the State client
• Provides strategic leadership and partnership that is recognized by the client and internal business partners
• Ensures that the State program being managed remains on the leading edge of Education Savings’ total service offer as measured by-product features and industry positioning
• Responsible for State program profit and loss (P/L) statement and revenue results
• Serves as Education Savings’ lead on respective State-based business initiatives in collaboration with State Government Relations
• Identifies, develops, and grows relationships with key personnel constituencies important to program growth
• Utilizes and maintains strong relationships across the TIAA business complex
• Demonstrates understanding and development of financial product sales cycle and regulatory constraints and requirements
• Demonstrates skilled RFP writing skills along with presentation creation and delivery skills

Director, Tuition Financing Relationship Manager

Administrative Assistant

• Provides administrative support and coordinates activities for specific individuals or teams
• Maintains office inventory, facilitates supply orders and completes other general office duties
• Supports employees with various tasks related to onboarding, appointment setting and travel arrangements
• Provides meeting assistance through scheduling, presentation preparation and diligent note taking
• Handles various office tasks related to communication and organization

• Assists with managing a portfolio of real estate assets.
• Helps to analyze & compare proposals for potential property management, leasing and construction contracts.
• Assists with researching and analyzing investment strategies within a significant portfolio of real estate investments.
• Prepares financial analysis/modeling to assess current and projected performance of property investments.
• Researches current issues impacting the real estate management business.

Analyst, Healthcare Asset Management

• Build and maintain close relationships with client facing Wealth Management associates.
• Coach and motivate client-facing Wealth Management associates.
• Collaborate with client facing leaders to develop coaching plans.
• Educate and coach client-facing associates on TIAA’s solutions and tools.
• Participate as a keynote speaker at client seminars and client meetings.