Client Services Analyst

TIAA Global Business Services; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

TIAA Global Capabilities is seeking a Mid Level professional to prepare and deliver investment performance reports and presentations for clients. You will engage with clients, address inquiries, and collaborate with accounting and fund administrators to ensure accurate reporting of investor activity.

The role requires strong Excel, PowerPoint and Word skills, and experience with data systems like Salesforce, PowerBI and Tableau.

Qualifications

• University degree required.
• No prior experience required (Mid Level role stated).
• Proficient in Excel, PowerPoint and Word.

Responsibilities

• Prepare investment performance reports (weekly/monthly/quarterly) and presentations.
• Address client queries and ensure client expectations are met.
• Coordinate with accounting and fund admins to report on investor activity for funds.

Skills

Excel

PowerPoint

Word

Attention to detail

Time management

Client communication

Problem solving

Data interpretation

Communication

Group collaboration

Education

University degree

Tools

Salesforce

PowerBI

Tableau

AI tools

Job description

Key Responsibilities and Duties

• Prepares weekly, monthly and quarterly investment performance reports and presentations to be delivered to clients, and ensures adherence to Global Investment Performance Standards (GIPS).
• Addresses client queries and requests regarding investment reports promptly and effectively, working with clients on inquiries and ensuring client expectations are met.
• Collaborates with accounting and third-party fund administrators to ensure the execution of investor activity and reporting obligations for third-party private funds and tracking until completion.
• Supports the completion of due diligence and client questionnaires, and collaborates with team members to gather report requirements from internal departments.
• Participates in the design and creation of new report templates to provide quality control for delivered reports.
• Assists in performing data validations and resolving data discrepancies to ensure the accuracy of client reports.
• Understands enterprise level data flows across all firm-wide systems, impacting client reporting.
• Develops industry and investment knowledge across traditional and alternative investment products to apply accurate information in reports.
• Assists with investment data consolidation to provide reports to clients in a timely manner.

Educational Requirements

University (Degree)

Preferred Work Experience

No Experience Required

Physical Requirements

Physical Requirements Physical Requirements: Sedentary Work

Career Level 5IC Ability to work US working hours Client focused mindset, attention to detail, willingness to learn new systems, professional communication skills, accuracy, flexibility and being proactive Ability to organize and prioritize competing priorities to meet deadlines Must be highly proficient in Excel, PowerPoint, and Word and quick learner of various data systems especially Salesforce, eFront, iCafe, PowerBI, Tableau, AI tools etc. Previous experience of professional interaction and partnering with different business areas and clients Strong knowledge of the private, retail and/or institutional investment business and investment strategies/products is ideal. Experience of client onboarding and servicing activities will be an added advantage.

Related Skills

• Accountability
• Adaptability
• Collaboration
• Communication
• Continuous Improvement Mindset
• Customer Engagement
• Detail-Oriented
• Group Problem Solving
• Prioritizes Effectively
• Relationship Management
• Resourcefulness
• Strategic Thinking

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]

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here . For Applicants of TIAA Global Capabilities, click here . For Applicants of Nuveen residing in Europe and APAC, please click here .

Experience Level

Mid Level