Sr. Project Manager/Business Analyst

  • Competitive
  • Chicago, IL, USA
  • Permanent, Full time
  • Nuveen Investments
  • 20 Nov 17 2017-11-20

Sr. Project Manager/Business Analyst


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 Sr. Project Manager / Business Analyst (PM/BA) will sit within Nuveen's Distribution Applications team - a group of cross skilled technology professionals that partners with Nuveen's Distribution Business Unit.

The PM/BA position will focus on analyzing and implementing technology solutions for sales reporting, CRM, and process automation. The PM/BA will work closely with sales and data analytics business teams to analyze, design, test and implement processes and systems that support data integration, data quality and data governance. Once requirements are identified and analyzed, the PM/BA will manage project execution and delivery within the Distribution Applications team.


Business Analysis and Testing

    • Develop a strong understanding of business requirements: working with business users to define technical and functional requirements. Document business requirements. The scope of projects will vary between large strategic initiatives and small tactical enhancements.
    • Work with other IT team members to share requirements for technical design. Answer questions on requirements and provide input on technical solutions.
    • Assist business users in the documentation and execution of user acceptance tests.
    • Write documentation and train users on newly implemented solutions.
    • Support test efforts by developing and executing test cases or other validation approaches.
Data Analysis
    • Evaluate and make recommendations regarding data integrity and data governance.
    • Assist team members in remediating data quality issues.
    • Work with various subject matter experts to document data flows and understand data gaps.
Project Management
    • Create detailed project plans by identifying detailed tasks with deliverable dates and dependencies.
    • Drive and report on project progress, including, cost, schedule, issues, and project risks.
    • When requested, assign and monitor tasks throughout all project phases.
Application Support
    • Provide level 2 and 3 application support for business units.
    • Support other team members in diagnosing issues, then analyzing and proposing appropriately sized, pragmatic solutions.


  • Bachelor's degree preferred.
  • Post graduate work, such as project management certification, financial certification, or master's degree in business administration or finance, a plus.
  • Broad knowledge of IT, including experience in SDLC and business systems analysis.
  • Solid technology background, including an ability to read and write SQL code, technical expertise with ETL programming, and knowledge of applications used in asset management.
  • Familiarity with Salesforce, OBIEE and Tableau is preferred.
  • Knowledge of asset management industry operations, distribution channels, and business control and support functions is a plus.
  • Exceptional communication skills.
  • Ability to present ideas in both facts/details and conceptual frameworks.
  • Effective mediation skills to facilitate a constructive approach to dealing with conflict.
  • Ability to address difficult issues and guide others towards meaningful goals.
  • Seeks input, drives for consensus and obtains closure; excellent collaboration skills.
  • Strategic thinker; processes information through a strategic and pragmatic lens.
  • Strong quantitative and qualitative analysis skills; ability to take large volumes of complex information and present it in a clear and concise manner to senior management.
  • Ability to use data and a coherent problem solving methodology to make decisions and assess impacts.
  • Strong, professional work ethic
  • Strong attention to detail
  • Self-motivated

CERTIFICATES, LICENSES, REGISTRATIONS : There are no certifications or licenses required for this position.

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