Associate - II, Leverage Finance - Nuveen Global Investment Operations
The successful candidate will be an experienced, energetic, and contributing member of a highly driven group of professionals focused on settlements, Loan and CLO Operations. This person will work as a part of a dynamic team in a rapidly growing Leveraged Loan and CLO trading environment. The individual is expected to possess robust problem solving and analytical skills, as well as a thorough understanding of leveraged loan and CLO 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, CLO’s, 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

• Ensure all process and audit trail documentation is up-to-date at all times

• Perform yearly SOP review and process documents.

• Conduct process enhancement forums within team.

• Actively provide input to and implement process improvements

• Identify, escalate, and thereby proactively manage delivery risks

• Maintain and provide timely and accurate MI of process performance and risk

Educational Requirements
• University (Degree) Preferred

Work Experience
• 3+ Years Required; 5+ Years Preferred

Physical Requirements
• Physical Requirements: Sedentary Work

Career Level
7IC

Key Skills & Requ

📌 Associate - II, Leverage Finance - Nuveen Global Investment Operations (Pune)
🏢 TIAA
📍 Pune