TIAA

Operations

• Support senior team members in executing projects and strategic initiatives through business analysis, testing, and implementation
• Collaborate with Trading, Technology, and Operations on requirements gathering, test case development, UAT, and defect tracking
• Execute transformation tasks involving automation and AI technologies, including data validation, process mapping, and testing
• Help identify operational risks during testing and implementation
• Contribute to standard operating procedures and remediation plans
• Identify process improvement opportunities within Core Public Operations
• Provide operational expertise across equity, fixed income, FX, and derivatives
• Triage and document operational issues and production support escalations
• Support design, testing, and implementation of scalable operational solutions
• Assist with operational due diligence for new markets and investment instruments

Lead Analyst, Operations Associate, Strategy & Transformation

Administrative Assistant

• Maintain office inventory and facilitate supply orders
• Complete general office duties
• Support onboarding, appointment setting, and travel arrangements
• Schedule meetings, prepare presentations, and take notes
• Handle office communication and organizational tasks
• Uphold organizational policies and procedures
• Coordinate efforts among teams and departments

Director

• Apply advanced quantitative, actuarial, financial, and AI expertise to model, measure, and manage asset and liability risk and return
• Analyze ALM metrics and propose asset allocation, hedging, and product design strategies
• Devise, test, and present risk mitigation actions under stressed conditions
• Own complex quantitative models across diverse asset classes
• Build processes and tools to recalibrate models regularly
• Design, develop, test, implement, refine, and maintain ALM models and tools, including derivatives pricing and valuation models
• Validate models and implement enhancements when performance deviates from expectations
• Use AI and programming languages including Python, MATLAB, VBA, and R
• Perform analysis and calibration to develop and improve liability crediting strategies
• Lead discussions with Model Risk Management, Internal Audit, regulators, and rating agencies
• Devise and test investment allocations and target portfolios for new initiatives and products
• Produce financial analyses and recommendations for senior management
• Mentor team members and provide technical guidance and industry insight

Director, Asset Liability Management

Analyst

• Schedule in-person and virtual appointments for sales teams through proactive calls to existing clients and prospects
• Maintain an 18–25 appointment goal per week
• Schedule appointments based on travel routes and focus lists
• Maintain shared notes and calendar invitations
• Draft creative and strategic emails
• Review and submit expense reports to Finance
• Process check requests for meeting reimbursements and charitable contributions
• Order literature for meetings and follow-ups
• Update meeting notes and CRM records in Salesforce
• Coordinate and facilitate conference calls and compliance reviews
• Update weekly marketing packets
• Aggregate team success stories, campaign feedback, seminars, and COI events for leadership reporting
• Enter CUSIPs, par amounts, or mutual fund tickers into Excel for municipal bond/matrix reviews

Distribution Analyst

Insurance

• Build and maintain end-to-end quantitative risk solutions for Financial Risk Managers
• Source and analyze data
• Review and develop models
• Design and deliver dashboards and reporting for risk metrics and exposures
• Engage independently with the Investment Risk team as a trusted subject matter expert
• Apply AI and Generative AI technologies to modernize and automate analytical workflows
• Support efforts to identify and manage risk

Senior Quantitative Risk Management Associate

Data Analyst

• Perform data quality checks and analysis using advanced technology platforms
• Maintain product knowledge across organizational assets and investment portfolios
• Work with risk vendors to resolve risk metric calculation issues
• Identify technology utilization and enhancement opportunities
• Use technology tools for data analysis and presentation to identify issues or gaps
• Gather requirements from investment risk managers and design reporting solutions
• Partner with technology teams on enhancement requests and User Acceptance Testing
• Design and develop automated, standardized reporting for investment risk groups
• Provide visibility reporting for regulatory authorities, the Board, and enterprise stakeholders
• Complete daily, monthly, and quarterly operational processes and data quality checks
• Support regulatory reporting responsibilities as needed

Senior Associate, Data & Analytics Risk & Compliance

Compliance

• Evaluate defined contribution retirement plan documents for internal recordkeeping problems, compliance issues, and client concerns
• Provide new plan setup and review suggestions for plan design and administrative enhancements
• Provide comparative analysis of plan provisions and protected benefits for corporate mergers and acquisitions
• Research and resolve complex operational and regulatory compliance issues
• Analyze options when operational errors are discovered and communicate findings, implications, and alternative courses of action
• Analyze the impact of new regulations and legislation on client plan needs and operational processes
• Develop strategies to influence client decisions and align with best practices
• Maintain advanced regulatory knowledge and understanding of industry trends
• Educate team members, business partners, and clients about legislative and regulatory developments
• Serve as lead subject matter expert on defined contribution retirement plan document compliance
• Represent the department in cross-functional and strategic initiatives
• Deliver consultative services for complex plans, influential clients, and high-AUM clients

Senior Compliance Lead

• Build and maintain end-to-end quantitative risk solutions for Financial Risk Managers
• Source and analyze data
• Review and develop models
• Design and deliver dashboards and reporting for risk metrics and exposures
• Engage independently with the Investment Risk team as a trusted subject matter expert
• Apply AI and Generative AI technologies to modernize and automate analytical workflows
• Operationalize solutions supporting identification and management of risk

Manager

• Coordinate all platform transition services for retirement plan clients
• Serve as the primary client interface during plan service changes
• Lead smaller implementation projects for institutional retirement plan clients
• Manage client relationships and create project plans
• Ensure on-time delivery and provide status updates
• Partner with cross-functional teams and appropriate resources in a highly matrixed environment
• Identify, escalate, and resolve risks or issues for moderately complex implementations
• Address client and business partner transition challenges, questions, and concerns
• Oversee overall service delivery, project management, and retirement plan conversions

Transition Manager

Auditor

• Oversee delivery of IT and AI audit engagements against budgets, timelines, and quality expectations
• Guide staff auditors on workload management
• Lead audit planning and scoping, identifying technology risks and critical controls
• Develop detailed audit programs with specific procedures and testing approaches
• Conduct complex testing in high-risk IT and AI environments
• Assess cloud platforms and emerging technologies underpinning AI systems
• Evaluate cloud-native controls, third-party service provider risks, and infrastructure configurations
• Identify, analyze, and document audit findings, root causes, impacts, and systemic implications
• Draft audit issues and compile test exceptions for audit reports
• Serve as primary point of contact for technology and AI audit clients
• Communicate IT and AI risks and control strengths and concerns to peers, supervisors, and clients
• Partner with Data Analytics to leverage advanced analytics and identify patterns and anomalies
• Coach and mentor staff auditors on IT, AI, and cybersecurity concepts
• Maintain current expertise in IT, AI governance, cybersecurity, and regulatory frameworks
• Manage relationships across technology and business functions

Senior IT Auditor

Product Owner

• Support management of TIAA’s end-to-end Annuitization platform and Lifetime Income products and services
• Collaborate with Enterprise-wide Business Owners and partner teams including Advice, Marketing, Legal, Risk, Compliance, Client Experience, Product Management, and Technology
• Support roadmap development and delivery aligned with Enterprise strategy and strategic initiative prioritization
• Manage progress toward planned outcomes
• Contribute to impact assessments and solution design for new or enhanced product initiatives and regulatory changes
• Prepare executive-facing PowerPoint presentations, business reviews, and strategic summaries
• Conduct research and discovery on stakeholder process improvement opportunities, Voice of Customer feedback, complaints, and remediation trends
• Perform data analysis using SQL, Snowflake, and Tableau to support product decisions and monitor platform performance
• Develop and maintain Tableau dashboards and reports for platform and business metrics
• Ensure product completeness through risk mitigation, controls design and implementation, stakeholder review and acceptance, adoption readiness, and delivery of business value
• Define and prioritize Epics and capabilities and align product and Enterprise portfolio roadmaps
• Manage requirements in collaboration with Solution Architects
• Act as a subject matter expert on Annuitization platform capabilities and end-to-end processes
• Support organizational partners by clarifying solution functionality and downstream impacts of changes

Annuitization Product Capability Owner

Growth Marketing

• Lead multiple Product Managers to orchestrate and deliver client experiences against integrated end-to-end priorities
• Define and review KPIs to evaluate solution impact and effectiveness
• Provide leadership, coaching, and managerial support to Product Managers
• Lead the Experience product management lifecycle for assigned journeys across platforms, channels, and internal/external client groups
• Partner with Technology, Design, and other teams to align experience and technology capability roadmaps and investments
• Champion client experience across shared sub-products and platforms
• Diagnose experience friction and drive ongoing enhancements through partnerships
• Drive feature and capability roadmap assessment and development to deliver customer and business outcomes
• Foster innovation and collaboration, leverage new technologies, and champion measurable change
• Drive advice growth and adoption across TIAA's ecosystem through Digital Lead Gen, Yodlee, Meeting Scheduler, and AI capabilities

MD, Advice Growth – Shared Services Team

Associate

• Help manage a growing portfolio of self-storage real estate assets across core, core-plus, value-add, and development risk profiles
• Engage with operating partners to maximize Nuveen's interests and investment performance
• Prepare and review annual business plans, operating budgets, and capital budgets
• Monitor actual performance against budgets throughout the year
• Conduct financial analysis and modeling to assess current and projected investment performance
• Assess property capital needs and expenditures
• Develop long-term capital plans with operating partners
• Identify and execute climate/temperature-controlled conversion and expansion opportunities
• Monitor capital improvements and draw requests
• Prepare and review monthly, quarterly, annual, and ad hoc property activity deliverables
• Review financial data, variance explanations, compliance reporting, property audits, and other key reports
• Support transactions through underwriting, due diligence, and onboarding activities for new assets
• Help prepare owned assets for disposition or recapitalization to optimize returns
• Research issues affecting the real estate management business and the portfolio
• Support implementation of ESG, technology, and broader Nuveen initiatives
• Perform and review quarterly valuations and appraisals for specific fund requirements

Associate, Self-Storage Asset Management

Financial Planning and Analysis

• Apply investment accounting policies and procedures to financial transactions under close supervision
• Work with asset management, portfolio management, and acquisition/disposition teams
• Assist with preparing month-end closing reports and subsidiary quarterly financial analytics
• Prepare GAAP work papers and supporting schedules for internal and external audits
• Compile joint-venture financial information for sales, acquisitions, debt refinancing, restructuring, and financial performance
• Document ad hoc financial inquiries for monthly and quarterly reports and provide management insight into underlying property activities
• Support calculations of unlevered and levered, gross and net portfolio performance returns and property internal rates of return
• Convert modified cash-basis accounting information from third-party management firms to accrual basis for fair-value GAAP financial statements
• Seek guidance from senior Investment Accountants on advanced issues

Investment Accountant

• Serve as the principal finance officer for Seven30 Re and a key advisor to executive leadership and the Board of Directors
• Lead financial management, accounting oversight, budgeting, forecasting, management reporting and financial controls
• Oversee statutory, regulatory, management and Board reporting, including compliance with Bermuda Monetary Authority requirements and applicable accounting standards
• Support evaluation, structuring and execution of affiliated and third-party reinsurance transactions
• Assess accounting, capital, liquidity, collateral and financial implications of reinsurance transactions
• Contribute to capital planning, stress testing, dividend capacity analysis, return assessment and long-term financial projections
• Partner with investment, treasury, actuarial and risk teams on asset-liability management, liquidity planning, hedging oversight and collateral management
• Support rating agency strategy and external stakeholder engagement with regulators, auditors, banking partners and advisors
• Provide financial insight on strategic growth initiatives, acquisitions, restructuring opportunities, sidecars, capital optimization and platform expansion

Lead Analyst, Operations Associate, Strategy & Transformation

Administrative Assistant

Director, Asset Liability Management

Distribution Analyst

Senior Quantitative Risk Management Associate

Senior Associate, Data & Analytics Risk & Compliance

Senior Compliance Lead

Senior Quantitative Risk Management Associate

Transition Manager

Senior IT Auditor

Annuitization Product Capability Owner

MD, Advice Growth – Shared Services Team

Associate, Self-Storage Asset Management

Investment Accountant

Chief Financial Officer