Key Responsibilities and Duties
- Enable the prioritization of TIAA's enterprise strategic initiatives. Support the Strategic Planning team and the Executive Committee in gathering and analyzing data to inform prioritization decisions that align with enterprise goals
- Help develop planning scenarios and prepare recommendations for optimal allocation of financial, human, and technological 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 to communicate strategic planning deliverables and artifacts
- Lead in continuous improvement projects leveraging process improvement and technology enablement (including AI)
- Build relationships within the Strategic Planning & Execution communities and collaborate with cross-functional teams during planning

Educational Requirements
- University (Degree) Preferred

Work Experience
- 5+ Years Required; 7+ Years Preferred





Physical Requirements
- Physical Requirements: Sedentary Work

Career Level
8IC

Required Skills:
- Strong analytical and problem-solving skills; ability to work with data and derive actionable insights.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word); experience with data visualization tools is a plus.
- Working knowledge of utilizing AI tools and advanced prompt engineering to analyze complex data sets, extract actionable insights, and generate high-quality content
- Ability to work collaboratively in a team environment and manage multiple priorities with solid interpersonal skills and ability to build relationships
- High degree of professionalism, integrity, and attention to detail, with initiative and drive for results
- Critical thinking, analytical reasoning, adaptability and willingness to learn Financial services’ busi

📌 Senior Associate (Pune)
🏢 TIAA
📍 Pune