Analyst, Distribution,Services Analyst, Distribution,Services …

in Chicago, IL, United States
Permanent, Full time
Be the first to apply
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Analyst, Distribution,Services
All companies + Hiring difference makers. ā˜° Transfer Agency Analyst, Distribution and Product Services šŸ’¼ Nuveen šŸ“… īœ¤ īœø īœŠ Aug 26, 2020 Post Date Apply for Job Share this Job


Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at


Nuveen Shareholder Services is a multi-functional team which supports Nuveens multi-product Distribution and Product teams. Candidate will support Shareholder Services managers in multiple roles with the functions necessary to ensure quality service delivery across the department.


Assist in effecting corporate actions such as fund launches, mergers, liquidations, tenders, pricing and policy changes.

Assist with coordination of product management initiatives with the Funds various service providers and industry business partners such as DTCC, Cusip and Nasdaq as well as communication and support of Nuveen Financial Intermediary back office and Corporate Actions Department partners

Assist in the oversight and enforcement of Fund policies reporting issues or violations to senior management and Funds Chief Compliance Officer

Assist with necessary operational requirements associated with new intermediary relationships onboarding and new fund launches

Provide support in creating new fund cost estimates as well as projecting pro-forma proxy expenses

Provide support in all aspects of shareholder proxy solicitation and tabulation

Provide accurate shareholder meeting results for publishing

Assist with the oversight of service providers responsible for production of shareholder regulatory communications

Assist in management of fund expenses preparing expense allocations and oversight of accurate billing and cost analysis/estimates

Maintain analytical data regarding fund shareholders: number of beneficial shareholders and electronic adoption rates

Assist with oversight of the regulatory documents on and third party repository

Required Skills:

BS or BA degree in related field
Two (2) or more years financial services experience
Demonstrated skills with MS Office Suite and ability to quickly review, analyze, comprehend and summarize large data sets

Preferred Skills:

Experience in financial services industry specifically 40 Act Funds transfer agency and/or proxy services
Ability to collaborate with a team
Ability to prioritize tasks

Equal Employment Opportunity is not just the law, its our commitment. Read more about the Equal Employment Opportunity Law.

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Additional Information
  • Requisition ID: 1727806
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