Associate - Nuveen Data Quality

Nuveen; Pune District; On-site; INR 8,236,000 - 10,659,000; Full time

Job summary

Nuveen is seeking a data-driven analyst to ensure CRM data integrity, support reporting, and provide user training across global teams. You will collaborate with sales, marketing, and IT to enforce data standards, perform validation, and drive improvements in CRM processes.

Strong SQL/Excel skills and experience with Salesforce CRM are required, with a focus on US Wealth retail data. The role emphasizes independent work and governance of data quality to mitigate risk and support regulatory

Qualifications

• 5+ years hands-on data management experience.
• Proficiency in SQL and Excel.
• Experience with US Wealth retail data and CRM data governance.

Responsibilities

• Meet with business and technology teams to determine system requirements.
• Maintain sales/marketing stats and track program effectiveness.
• Update CRM data to meet data standards.
• Support data quality processes and sign off on changes.
• Perform data validation and cleaning for quality.
• Collaborate with IT to document CRM solutions.
• Produce detailed business requirements for CRM developers.
• Document test plans and assess business processes.
• Assist architects on CRM design decisions.

Skills

SQL

Excel

Salesforce CRM

Broadridge Salesvision

US Wealth retail

Independent worker

Education

University degree preferred

Tools

Broadridge Salesvision

Salesforce CRM

Job description

Data Analysis, Nuveen The Nuveen, Data Analysis job supports the organization's global customer relationship management (CRM) technology instance for sales reporting. The job is responsible for supporting the organization's global distribution teams by addressing user requests, enhancing user experience, providing user training, and maintaining data integrity of the platform. While working independently under general supervision, this job assists in the implementation of business processes and improvements that drive customer satisfaction, mitigate risk and ensure compliance. This position is also responsible for collecting data sources, analyzing key data and information, monitoring data quality to meet information system needs and requirements.

Key Responsibilities and Duties

Meets with business and technology teams to ascertain system requirements, such as program functions, output requirements, input data acquisition, execution of users acceptance and may coordinate testing, and system techniques and controls. Maintains sales and marketing statistics and tracks programs to evaluate effectiveness. Reviews and updates data within the customer relationship management (CRM) technology to ensure data adheres to data standards. Ensures implementation of data quality processes and ensures sign off on data-related changes. Participates in data validation and cleaning to ensure the quality and integrity of data. Works in partnership with information technology (IT) partners to design and document solutions to bridge the gaps, and provides detailed business requirements for CRM developers. Documents and maintains test plans to assess business processes. Supports technical architects on design decisions, both within the CRM technology itself and other connected applications.

Educational Requirements University (Degree) Preferred

Work Experience 2+ Years Required; 3+ Years Preferred. Physical Requirements Physical Requirements: Sedentary Work. Career Level 6IC Role

Role Nuveen is seeking a detail-oriented, self-driven Data Quality Analyst to:

• Review customer datasets and vendor-produced reports
• Identify, investigate, and resolve data quality issues
• Partner with internal teams and external vendors
• Ensure accuracy of customer demographic data
• Deliver white glove customer service in all interactions

Key Responsibilities

• Conduct thorough reviews of customer demographic data and vendor reports
• Directly correct records within systems or manage vendor corrections
• Research data issues using industry resources and external websites
• Trace data issues to their source and recommend sustainable fixes
• Organize working sessions with stakeholders to resolve complex problems
• Distill analysis into clear, concise, actionable summaries for various audiences

Required Skills & Experience

• 5+ years of hands-on data management experience (direct record updates, not just querying)
• Proficiency in SQL and Excel
• Hands-on experience with Broadridge Salesvision and Salesforce CRM (required)
• Direct experience in the US Wealth retail space
• Understanding of how Nuveen distributes products through financial advisors
• Strong independent worker - takes initiative without constant direction

Preferred Qualifications

• 5-7 years in the financial services industry
• Experience with customer demographic data in financial services or investment management
• Familiarity with data governance frameworks or data quality tools
• Experience with AI-assisted tools for productivity and analysis

Related Skills

Audience Segmentation, Business Acumen, Collaboration, Consultative Communication, Data-Driven Business Intelligence, Data Management, Data Mapping/Integration, Data Preprocessing, Digital Savviness, Market/Industry Dynamics, Programming, Story Telling

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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 focus on technology , operations and expanding into the shared services business space. Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity. We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: [phone] Email: [e-mail]

Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box