Analyst - II, Leverage Finance - Nuveen Global Investment Operations
Key Responsibilities and Duties
- 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
Educational Requirements
- University (Degree)
Preferred
Work Experience
- No Experience Required
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
5IC
Hands-on proficiency across Bloomberg AIM, EAGLE, CRD, and WSO platforms, with solid command of leveraged finance instruments and CLO regulatory reporting.
Related Skills
Business Analysis, Business Process Improvement, Business Process Understanding, Collaboration, Consultative Communication, Negotiation, Nuveen Products/Services Acumen, Organizational Savviness, Project Management, Vendor / Partner Management
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Company Overview
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization, with a focu
📌 Analyst - Leverage Finance Operations (Pune)
🏢 TIAA
📍 Pune