Retirement Operations Analyst

The Retirement Operations Analyst participates in providing operational services to retirement clients. Working under general supervision, this job is responsible for preparing reports and analysis related to the investment and management of capital on behalf of clients and/or the organization itself. Key Responsibilities and Duties Analyzes fund performance data and resolves administrative problems. Researches analytics data and follows up with other functional departments to answer ad-hoc client queries on a wide variety of investment, operational, compliance and regulatory topics. Liaises with Fund Managers in developing and oversees the implementation of support strategies to service existing clients. Prepares and delivers weekly, monthly and quarterly valuation reports to clients. Certifies that all individual trades and accounts have been reviewed and verified. Works closely with managers and develops solid relationships with clients.Educational Requirements University (Degree) PreferredWork Experience 2 Years Required; 3 Years PreferredPhysical Requirements Physical Requirements: Sedentary Work Career Level 6IC Key Responsibilities and Duties Planning and execution of on-boarding activities through internal scripts or IT resource Collaborate with other teams to ensure successful implementations Identifying potential issues or risks prior to any on-boarding transactional activity runs to prevent issues Problem solving when things reject or go wrong at time of implementation or down the line Continuous improvement through possible process changes, script enhancements, or reporting Train others and/or knowledge sharing Analyzes fund performance data and resolves administrative problems. Researches analytics data and follows up with other functional departments to answer ad-hoc client queries on a wide variety of investment, operational, compliance and regulatory topics. Prepares and delivers weekly, monthly and quarterly valuation reports to clients. Certifies that all individual trades and accounts have been reviewed and verified. Works closely with managers and develops solid relationships with clients. Required: Working experience in Financial Services. OMNI/OAW Recordkeeping System Experience with Excel Ability to work with various business partners Ability to work independently. Preferred: Retirement Operations Experience TIAA product knowledge like R , Loans, Brokerage, TPA, and Loans. Some prior computer programming or scripting knowledge. Written and Communication Skills. Detail oriented University (Degree) Preferred Potential Salary: $63,700.00 USD Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services. COVID-19 Vaccination TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer. We 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 protected status. Read more about the Equal Opportunity Law here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: (800) 842-2755 Email: accessibility.support@tiaa.org Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of Nuveen residing in Europe and APAC, please click here. 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