Strategy & Transformation Lead Analyst, Operations & Automation

Nuveen; Woodbridge Township, Northern (NJ, KY); Hybrid; USD 84,000 - 117,000; Full time

Job summary

Nuveen seeks a Lead Analyst, Operations Associate in a hybrid setup across Iselin, NJ with strong experience in asset management operations and testing. You will support strategic initiatives, automate workflows, and help implement scalable solutions within Global Investment Operations.

The role requires 3+ years in asset management, 2+ years in FX/OTC derivatives, and a proven track record in coordinating multi-project testing efforts, risk-aware planning, and process improvements.

Qualifications

• 3+ years of experience in asset management, specifically in investment/trading operations.
• 2+ 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, focusing on business analysis, testing, and implementation tasks.
• Collaborate with Trading, Technology, and Operations to gather requirements, develop test cases, and perform UAT and defect tracking.
• Assist in executing transformation tasks deploying automation and AI technologies, including data validation and process mapping.
• Identify operational risks during testing and implementation and contribute to SOPs and remediation plans.
• Assist with operational due diligence tasks for new markets and investment instruments, including research and testing coordination.

Skills

Asset management

FX and OTC derivatives

Multiple project workstreams

Testing and UAT

Business analysis

Education

University degree

Tools

Bloomberg AIM

Charles River IMS

Job description

Nuveen seeks a Lead Analyst, Operations Associate in a hybrid setup across Iselin, NJ with strong experience in asset management operations and testing. You will support strategic initiatives, automate workflows, and help implement scalable solutions within Global Investment Operations.

The role requires 3+ years in asset management, 2+ years in FX/OTC derivatives, and a proven track record in coordinating multi-project testing efforts, risk-aware planning, and process improvements.