Lead Analyst, Operations Associate, Strategy & Transformation

Nuveen Services LLC; New York (NY); On-site; USD 84,000 - 117,000; Full time

Job summary

Nuveen seeks a qualified professional to support senior teams in delivering portfolio projects and strategic initiatives within asset management operations.

You will gather business requirements, develop test cases, support UAT, and track defects while collaborating with Trading, Technology and Operations. The role involves risk-aware testing, process mapping, and driving efficiency through automation and scalable solutions.

Qualifications

• 3+ years in asset management operations or investment/trading support.
• Experience in FX and OTC derivatives is required or preferred.
• Ability to manage multiple project workstreams and testing efforts.

Responsibilities

• Support senior team members in executing a portfolio of projects and strategic initiatives, with focus on business analysis, testing, and implementation tasks.
• Collaborate with Trading, Technology, and Operations to gather requirements, develop test cases, perform UAT, and track defects.
• Assist in deploying automation and AI technologies, including data validation and process mapping.
• Support risk management by identifying operational risks during testing and implementation.
• Identify opportunities for efficiency and process improvement within Core Public Operations.
• Provide expertise on equity, fixed income, FX, and derivatives operations for day-to-day tasks.
• Assist in triaging and documenting operational issues and escalate high-risk items.
• Support development of new operational capabilities through design, testing, and scalable solutions.
• Assist with due diligence for new markets and investment instruments, including research and testing coordination.

Skills

Asset management experience

FX/OTC derivatives knowledge

Project management

Testing & QA support

Business analysis

UAT and defect tracking

Multiple project workstreams

Process improvement

Education

University degree

Tools

Bloomberg AIM

Charles River Investment Management System

Job description

Key Responsibilities and Duties

• 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.

Educational Requirements

• University (Degree) Preferred
• Work Experience 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Required Skills

• 3 or more years of experience working in asset management, specifically in investment/trading operations
• 2 or more years of experience supporting FX and/or OTC derivatives
• Demonstrated ability to manage multiple project workstreams and testing efforts simultaneously
• Experience contributing to enterprise transformational projects, including business analysis and testing

Preferred Skills

• Experience of global equity and fixed income trading
• Understanding of the derivatives trade lifecycle and support across bilateral, listed, and cleared derivatives trading workflows
• Understanding of Investment Management products (Pension funds, Mutual funds, Separate accounts)
• Experience with Bloomberg AIM or Charles River Investment Management System
• Experience working with outsourced service providers
• Managing detailed testing plans and tracking issues to resolution

Related Skills

• Accountability
• Adaptability
• Agile Methodology
• Business Acumen
• Business Process Improvement
• Business Process Understanding
• Change Management
• Consultative Communication
• Executive Presence
• Influence
• Prioritizes Effectively
• Problem Solving
• Program Management
• Relationship Management
• Resource Planning

Job Details

Anticipated Posting End Date: 2026-11-06 Base Pay Range: $83,700/yr - $117,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

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.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

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 full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

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]

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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. 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