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Sr Analyst, Investment Trade Settlements
2 months ago
The Senior Analyst, Investment Trade Settlements job assists in operational activities for the investment function, supporting the management of capital on behalf of pensions, endowments, corporate plan sponsors, and other institutional investors. Working under direct supervision, this job is responsible for performing operational processes pertinent to trade settlements.
Key Responsibilities and Duties
- Executes and processes trade transactions, ensuring compliance with the organization's regulatory policies, procedures and standards.
- Reviews that trade activity is confirmed and/or settled with counterparties.
- Resolves routine trade settlement issues in a timely manner.
- Performs maintenance of transaction records and documents and creates an archival system for easy retrieval.
- Maintains additional compliance documentation to help ensure compliance with investment restrictions, laws, Securities & Exchange Commission (SEC), and tax codes.
- University (Degree) Preferred
- No Experience Required
- Physical Requirements: Sedentary Work
5IC
Preferred Qualifications:
- Experience in Investment Trade Settlements and/or Trading Operations (Pricing, Reconciliation, trade settlements, fails, etc.)
- Experience with Bloomberg, MS Excel
- Strong communication skills and Time management
Anticipated Posting End Date:
Base Pay Range: $32.19/hr. - $57.74/hr.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).
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Company Overview
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at
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
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Read more about the Equal Opportunity Law here.
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