Operations & Analytics Lead — Investment Ops Transformation

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

Job summary

Nuveen 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

Qualifications

• 3+ 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.

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

Trading operations

Testing

UAT

Automation

AI workflows

Education

University degree preferred

Tools

Bloomberg AIM

Charles River IMS

Job description

Nuveen 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