Lead Analyst, Operations Associate, Strategy & Transformation

TIAA; Woodbridge Township (NJ); Hybrid; USD 84,000 - 117,000; Full time

Job summary

Nuveen is seeking a Lead Analyst, Operations Associate in Iselin, NJ, hybrid. The role supports strategic initiatives in Global Investment Operations, focusing on equity, fixed income, FX, and OTC derivatives operations.

You will develop requirements, test cases, and coordinate UAT while aiding automation and AI workflow improvements. The candidate will contribute to risk-aware testing, SOP development, and scalable solutions for new markets, with a base salary in the posted range and potential

Qualifications

• 3+ years experience in asset management operations
• Experience supporting FX/OTC derivatives
• Experience contributing to enterprise transformational projects
• Strong testing and QA capabilities

Responsibilities

• Support senior team on a portfolio of projects and initiatives
• Gather business requirements, develop test cases, and track defects
• Assist in automation and AI-enabled workflow enhancements
• Help document SOPs and remediation plans
• Assist with due diligence for new markets and instruments

Skills

Asset management

FX/OTC derivatives

Testing coordination

Business analysis

Education

University degree preferred

Tools

Bloomberg AIM

Charles River IMS

Job description

## Lead Analyst, Operations Associate, Strategy & TransformationApply: Hybrid Flex: New York, NY, USA: Charlotte, NC, USA: Iselin, NJ, USA: Chicago, IL, USA: Full time: Posted Today: End Date: October 1, 2026 (6 days left to apply): R260900157Nuveen is seeking an experienced, detail-oriented investment operations professional to fill the role of Lead Analyst, Operations Associate. This role sits within Nuveen Global Investment Operations, reporting to Vice President, Investment Operations. The candidate in this role will support strategic initiatives and transformation projects across the team, serving as a hands-on contributor with working knowledge of global equities, fixed income, foreign exchange, and OTC derivatives trading and operations. The Lead Analyst will support process improvement efforts, assist in the execution of automation and AI-enabled workflow enhancements, and help build and test new capabilities to support the growth of the business. **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 escalate 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**Career Level** 7IC**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 resolutionRelated SkillsAccountability, 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**Anticipated Posting End Date:**2026-10-01Base Pay Range: $83,700/yr - $117,000/yrActual 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).