Automation & Testing Lead – Investment Operations

Nuveen, a TIAA company; Woodbridge Township (NJ); On-site; USD 84,000 - 117,000; Full time

Job summary

Nuveen, a TIAA company, is seeking an experienced investment operations professional to fill the Lead Analyst, Operations Associate role within Global Investment Operations. The position reports to the Vice President, Investment Operations and supports strategic initiatives across equities, fixed income, FX, and OTC derivatives.

The role involves hands-on testing, requirements gathering, and collaboration with Trading, Technology and Operations to drive automation and process improvement.

Qualifications

• 3+ years of asset management operations experience.
• 2+ years supporting FX and/or OTC derivatives.
• Experience managing multiple project workstreams and testing efforts.
• Experience with enterprise transformation projects, including business analysis and testing.

Responsibilities

• Support senior team members in executing a portfolio of projects and strategic initiatives, with a focus on business analysis, testing, and implementation tasks.
• Collaborate with Trading, Technology, and Operations to conduct business requirements gathering, test case development, user acceptance testing (UAT), and defect tracking for strategic initiatives.
• Assist in executing transformation project tasks focused on deploying automation and AI technologies, including data validation, process mapping, and testing support.
• Support a risk management mindset by helping identify operational risks during testing and implementation, and by contributing to the development of standard operating procedures and remediation plans.
• Identify opportunities for efficiency and process improvement within assigned areas of Core Public Operations, and elevate recommendations to senior team members for evaluation and implementation.
• Serve as a knowledgeable resource on equity, fixed income, FX, and derivatives operations, providing support to team members executing day‑to‑day operational tasks.
• Assist in triaging and documenting operational issues and production support escalations, escalating complex or high‑risk items to senior staff as needed.
• Support the development of new operational capabilities by executing assigned tasks related to design, testing, and implementation of scalable solutions.
• Assist with operational due diligence tasks for new markets and new investment instruments, including research, documentation, and coordination of testing activities.

Skills

Asset management

FX & OTC derivatives

Project management

Testing & QA

Business analysis

Education

University (Degree) Preferred

Tools

Bloomberg AIM

Charles River

Job description

Nuveen, a TIAA company, is seeking an experienced investment operations professional to fill the Lead Analyst, Operations Associate role within Global Investment Operations. The position reports to the Vice President, Investment Operations and supports strategic initiatives across equities, fixed income, FX, and OTC derivatives.

The role involves hands-on testing, requirements gathering, and collaboration with Trading, Technology and Operations to drive automation and process improvement.