Lead Analyst, Operations Associate, Strategy & Transformation

• Support senior team members in executing a portfolio of projects and strategic initiatives, with a focus on business analysis, testing, and implementation tasks.
• Collaborate with Trading, Technology, and Operations to conduct business requirements gathering, test case development, user acceptance testing (UAT), and defect tracking for strategic initiatives.
• Assist in executing transformation project tasks focused on deploying automation and AI technologies, including data validation, process mapping, and testing support.
• Support a risk management mindset by helping identify operational risks during testing and implementation, and by contributing to the development of standard operating procedures and remediation plans.
• Identify opportunities for efficiency and process improvement within assigned areas of Core Public Operations, and elevate recommendations to senior team members for evaluation and implementation.
• Serve as a knowledgeable resource on equity, fixed income, FX, and derivatives operations, providing support to team members executing day‑to‑day operational tasks.
• Assist in triaging and documenting operational issues and production support escalations, escalating complex or high‑risk items to senior staff as needed.
• Support the development of new operational capabilities by executing assigned tasks related to design, testing, and implementation of scalable solutions.
• Assist with operational due diligence tasks for new markets and new investment instruments, including research, documentation, and coordination of testing activities.

• University (Degree) Preferred
• Work Experience 3+ Years Required; 5+ Years Preferred

• Physical Requirements:
  
  Sedentary Work

• 3 or more years of experience working in asset management, specifically in investment/trading operations
• 2 or more years of experience supporting FX and/or OTC derivatives
• Demonstrated ability to manage multiple project work streams and testing efforts simultaneously
• Experience contributing to enterprise transformational projects, including business analysis and testing

• Experience of global equity and fixed income trading
• Understanding of the derivatives trade lifecycle and support across bilateral, listed, and cleared derivatives trading workflows
• Understanding of Investment Management products (Pension funds, Mutual funds, Separate accounts)
• Experience with Bloomberg AIM or Charles River Investment Management System
• Experience working with outsourced service providers
• Managing detailed testing plans and tracking issues to resolution

• Accountability
• Adaptability
• Agile Methodology
• Business Acumen
• Business Process Improvement
• Business Process Understanding
• Change Management
• Consultative Communication
• Executive Presence
• Influence
• Prioritizes Effectively
• Problem Solving
• Program Management
• Relationship Management
• Resource Planning

Anticipated Posting End Date:  Base Pay Range: $83,700/yr - $117,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate,…