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
The Client Reporting Analyst will assume a hands-on role in producing periodic client reports. Candidate will be responsible for collecting and documenting client report requirements from various internal departments. The Analyst will work closely with Client Services, Operations, and IT groups across the firm in the creation and management of new report templates. This role will troubleshoot general system issues and answer data questions pertaining to client reporting. The Analyst must have the ability to identify and resolve issues in a timely and efficient manner and work independently with minimal supervision in a fast paced environment.
KEY RESPONSIBILITIES AND DUTIES:
Implement workflows for client reports
Collaborate with team members to gather report requirements from internal departments
Assist in designing, creating, and maintaining new report templates
Run ad-hoc report requests from various internal departments
Review and resolve system and workflow errors
Assist in performing data validations and resolve data discrepancies to ensure accuracy of client reports
Provide assistance with monitoring the timeliness of file feeds to databases that support client reporting
Work closely with IT, Operations and Client Service departments at an enterprise level and general troubleshooting issues within Coric
Assist with project work impacting client reporting
Minimum of 1 year of experience in the investment management industry
Strong business and technical background in portfolio accounting, securities data, pricing and corporate actions preferred
Previous experience with investment systems such as Coric, Vermillion, Portia, and/or Eagle preferred
Excellent communication skills (oral and written)
Ability to provide attentive customer service
Ability to work in a team or independently
Ability to meet both daily and periodic deadlines
Flexibility in adapting to scheduling and work flow changes
Excellent problem recognition and resolution skills
Strong analytical skills
Ability to multi-task
Strong organizational skills
Ability to prioritize based on competing initiatives
Advanced Microsoft Office Suite (Excel, Outlook, Word) skills
Knowledge of database structure and maintenance
Languages: SQL preferred
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