TIAA

Research Analyst

• Analyze investment opportunities across various asset-backed asset classes
• Evaluate investment Grade and Below Investment Grade ABS opportunities
• Perform quantitative and qualitative analysis used in underwriting
• Collaborate with cross-functional teams for transaction execution
• Maintain relationships with deal sponsors, investment banks, and funds

Senior Research Analyst – Taxable Fixed Income, ABS

Administrative Assistant

• Serves as primary administrative contact for upper management
• Provides support for daily upper management operations including meeting arrangements, travel and expenses
• Coordinates overall office functioning through inventory checks, space scheduling, event planning, event execution and paperwork processing
• Maintains master copies of organizational policy and procedure manuals and keeps them up-to-date
• Acts as a liaison between upper management and internal departments, ensuring effective communication and cohesion
• Maintains upper management calendars, contact lists and provides ad-hoc support as needed

Senior Administrative Assistant

Operations

• Supervises the clearance, settlement, and reconciliation of trades
• Manages a team closely working with traders, finance, compliance, brokers and custodians
• Ensures timely settlement of trades, accuracy of books and records
• Evaluates and improves existing operational processes
• Signs off on required clearance and settlement reports
• Manages performance of the team, delivering exceptional performance

Director, Brokerage Operations Manager

Account Manager

• Advises existing clients on a wide variety of gift planning, gift investment, and program management issues
• Delivers high quality, comprehensive services to an assigned book of clients
• Develops plans to increase client engagement and solve client problems

Relationship Manager

Compliance

• Supervises the identification, evaluation and testing of financial records, processes, and systems.
• Approves the auditing of recording of transactions and compliance with applicable laws, agreements, and policies.
• Approves and presents reports of findings and recommendations to management to ensure compliance with internal financial controls across the company.
• Leads cross-functional implementation of compliance programs including analysis of transaction-level risks in operational areas.
• Evaluates reporting policies and procedures currently in place within the organization to identify gaps and weaknesses in complying with internal financial controls programs.
• Oversees the compilation of various state and federal regulatory agency filings and coordinates quarterly and annual statement mailings.
• Coordinates processes to document and communicates new or revised policies, procedures, processes and related documents to appropriate team members and/or business units.
• Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional business unit controls projects and engagement, motivation, and development of team.

Immigration and Compliance Specialist

• Review advertising, marketing, and creative portfolios for compliance with regulations and internal standards
• Coordinate effectively with key stakeholders
• Develop and communicate recommendations that support adherence to regulations and industry best practices
• Inform marketing partners of changes in regulatory requirements

Senior Associate – Enterprise Compliance, Wealth

• partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients
• operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals
• manages the responsibilities for a book of assigned clients
• communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills
• builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions

Client Relationship Manager

Communications

• Develop and deliver multi-channel communications campaigns for assigned plan change projects, ensuring alignment with Corporate, Brand, and clients’ objectives, and Institutional Relationships segment goals while adhering to CES processes and standards.
• Deploy communications using internal marketing automation platforms, tracking engagement metrics and adjusting strategies based on performance data.
• Work with institutional partners, transition teams, product owners, marketing and readiness groups on creating/disseminating communications specific to Institutional news and/or plan updates or general mailings.
• Help create, refine, and manage communication templates and resources that enable efficient, consistent delivery of plan change messaging across the organization.
• Collaborate with cross-functional teams including Legal, Compliance, Marketing, and Client Services to ensure communications meet regulatory requirements and business objectives.

Senior Communications Consultant, Retirement

AI Engineer

• Identify and develop opportunities for AI, including agentic AI, across platform capabilities
• Own multiple AI initiatives, end-to-end, from ideation to implementation
• Integrate AI into our data infrastructure, pipelines, and flows
• Drive the design of complex agentic workflows
• Build and maintain production-grade REST APIs
• Collaborate with other engineers passionate about AI tooling

AI Engineer, Direct Indexing

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
• Help develop planning scenarios and prepare recommendations for optimal allocation of resources
• Support the creation of strategic plans, own maintenance of strategic plans and lead conduct roadmap analysis
• Lead in conducting complex analysis, including financial modeling (NPV, IRR, ROI)
• Lead in preparing reports, presentations, and documentation
• Lead in continuous improvement projects leveraging process improvement and technology enablement
• Build relationships within the Strategic Planning & Execution communities

Senior Associate – Strategic Planning

Human Resources

• Execute HR initiatives aligned with short to mid-term HR strategies supporting business objectives
• Provide HR consulting, coaching, and guidance to mid-level managers
• Implement organization design changes, assist with change management initiatives, and support talent management processes
• Plays a key role in delivery of various cyclical HR processes such as performance management, talent management, compensation review, promotion etc
• Analyze human capital data to develop insights and recommendations for business leaders

Employee Relations

• Serves as primary administrative contact for upper management
• Provides support for daily upper management operations including meeting arrangements
• Coordinates overall office functioning through inventory checks and event planning
• Maintains master copies of organizational policy and procedure manuals
• Acts as a liaison between upper management and internal departments
• Maintains upper management calendars and provides ad-hoc support as needed

Senior Administrative Assistant – Private Asset Management

Risk

• Manages Nuveen's Global Equity and Multi Asset class investment risk team
• Monitors and analyzes investment and market risk
• Develops and implements risk management systems, risk models, and processes
• Consults/advises with business unit leadership to ensure proper risk tolerance limitations are established and upheld within the organization
• Responsible for leading the Investment Risk Team in the development, implementation, and governance over $645 billion Global Equity, Multi Asset Class, Real Assets
• Develops strategies and business objectives for risk management
• Provide customized risk reporting and lead risk discussions with investment teams
• Leads in the development of complex market quantitative analysis, derivatives risk metrics and tools to manage, measure, and monitor market risk exposures
• Supports ERM Model Risk Management activities

MD, Senior Market Risk Officer

Product Designer

• Collaborates with UX, product and technology partners to fully understand the customer journey
• Builds and develops the UX team's knowledge and skill set and best practices.
• Performs a variety of moderately complex business planning, support, and project-related duties.

UX Specialist

Full-stack Engineer

• Formulates system scope through research and fact-finding to develop or modify moderately complex information systems.
• Evaluates and implements changes to existing system logic difficulties and documentation as necessary.
• Reviews flow charts, models, and procedures and feasibility studies to design possible system solutions.
• Reviews technical documentation to guide system users and to assist with the ongoing operation, maintenance, and development of the system.
• Collaborates with system analysts, engineers, and programmers to design systems and to determine project limitations and capabilities, performance requirements, systems performance standards, and interfaces.
• Identifies and documents all system constraints, implications and consequences of various proposed system changes.
• Educates end users on system designs and functionalities through creation of training materials and conducting demos.
• Evaluates the efficiency and effectiveness of application operations and troubleshooting problems.