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 robust 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
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 (India)
🏢 TIAA
📍 India