Analyst - Leverage Finance Operations

Analyst - II, Leverage Finance - Nuveen Global Investment Operations

The successful candidate will be an experienced, energetic, and contributing member of a highly driven group of professionals focused on settlements, Loan and CLO Operations. This person will work as a part of a dynamic team in a rapidly growing Leveraged Loan and CLO trading environment. The individual is expected to possess strong problem solving and analytical skills, as well as a thorough understanding of leveraged loan and CLO operations

Key Responsibilities and Duties

Complete various loan administration tasks, including trade processing, loan reconciliations, and trade settlement.

Assist Trustees, Loan Administrators, Legal, Tax, and Compliance with regards to trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives.

Communicate effectively with traders/business partners at all levels and build strong working relationships

Support the settlement process of loan syndications, secondary loan trades, CLOs, and restructures, including funding and documentation matters.

Research and respond to ad-hoc inquiries on discrepancies – position breaks, price

Ensure adherence to compliance and regulatory requirements

Reconciliation in BBG Aim for Bank loans & Leverage Loans

Work directly with IT or vendors to resolve any technical issues

Train and coach peer team members

Coordinate preventive and corrective actions with appropriate teams

Educational Requirements

University (Degree) Preferred

Work Experience

No Experience Required

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

5IC

Hands-on proficiency across Bloomberg AIM, EAGLE, CRD, and WSO platforms, with strong command of leveraged finance instruments and CLO regulatory reporting.

Related Skills

Business Analysis, Business Process Improvement, Business Process Understanding, Collaboration, Consultative Communication, Negotiation, Nuveen Products/Services Acumen, Organizational Savviness, Project Management, Vendor / Partner Management

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Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.

Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways - because when our people succeed, our impact on clients' lives grows stronger.

Accessibility Support

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