Trainee - Financial Plan & Analysis

Nuveen; Mumbai; On-site; INR 335,000 - 513,000; Full time

Job summary

TIAA Global Capabilities, in partnership with Nuveen, seeks a Trainee to support financial planning and analysis activities. The role involves data collection, analysis, and reporting to forecast business performance under supervision.

It also includes building dashboards and preparing financial presentations across multiple workstreams. The position emphasizes confidentiality, data integrity, and collaboration with U.S.

Qualifications

• High School preferred
• No Experience Required; 2+ Years Preferred
• Support FP&A processes and reporting across AUM, Cap Raise, Revenue and Expense workstreams

Responsibilities

• Provides administrative support and conducts simple finance reconciliations and reporting for the FP&A department.
• Prepares financial planning information and reports by collecting, analyzing, and summarizing data and trends.
• Brings inconsistencies and problems to management with proposals for resolution.
• Assists in the preparation of financial presentations using charts, graphs, and econometric models.
• Protects organization value by keeping information confidential.

Skills

Data analysis

Power BI

Tableau

Excel

Communication

Problem solving

Agile methodology

CI/CD

Software Development Life Cycle

Education

High School Diploma

Tools

Power BI

Tableau

Excel

Job description

Trainee The Trainee, TIAA India provides administrative support for work that focuses on short and long-term financial planning and/or financial analysis of business operations for the purpose of measuring and forecasting future business performance. Under close supervision, this job collects financial information and assists in the preparation of financial presentations to support the analysis of internal financial information, economic conditions, and financial modeling to measure and forecast potential impacts of financial transactions and corporate development activities.

Educational Requirements High School Preferred

Work Experience No Experience Required; 2+ Years Preferred

Physical Requirements Physical Requirements: Sedentary Work

Career Level 3IC

Key Responsibilities and Duties

• Provides administrative support and conducts simple finance reconciliations and reporting for the financial planning and analysis department.
• Prepares financial planning information and reports by collecting, analyzing, and summarizing data and trends.
• Brings inconsistencies and problems to the attention of management, along with proposals for resolution.
• Assists in the preparation of financial presentations using a variety of formats, displays, reproduction of charts, graphs, and econometric models.
• Protects organization value by keeping information confidential and cautions others regarding potential breaches.

The role will be responsible for supporting FP&A processes within Nuveen across AUM, Cap Raise, Revenue, and Expense workstreams, involving analysis of numbers from various finance systems and source data, preparation of reporting and variance analysis, and support of monthly and quarterly close and consolidation processes to ensure timely and accurate reporting. The role will also build and maintain management dashboards and reports using Power BI, Tableau, and Excel, and investigate and resolve discrepancies across systems & drive process improvements.

Related Skills

• Agile Methodology
• Continuous Integration and Deployment
• Data Analysis
• Debugging
• DevOps
• Enterprise Application Integration
• Operating Systems Management
• Problem Solving
• Programming
• Software Development
• Software Development Life Cycle
• Web Application Development

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]

Equal Opportunity and EEO Statement

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