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TIAA Sr Analyst, Investment Trade Settlements in Charlotte, North Carolina

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 www.Nuveen.com

Sr Analyst, Investment Trade Settlements

Assists senior staff in all phases of large scale multi-disciplinary projects.

Key Responsibilities and Duties

  • Assists with analyzing research data, executing testing strategies, and validating user training materials.

  • Follows established business processes and procedures to support business projects.

  • Assists with coordinating and controlling project processes to meet deadlines.

  • Assists with resolving basic business issues related with investment management.


  • No Experience Required

  • University (Degree), Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Preferred Education

  • University (Degree)

Career Level


Supporting all aspects of post-trade confirmation and settlement for derivatives and foreign exchange activity. Confirming trade activity with brokers and counterparties, verifying accurate trade entry and flow through internal systems, and handling trade documentation and communication to internal stakeholders. Ensuring timely and accurate settlement of cash and other life cycle events related to derivatives trading.

Preferred Skills

  • 1+ years of experience supporting the lifecycle of different types of derivatives.

  • Experience in a Financial Services Operations area (Trade Operations, Settlements, Portfolio Accounting, Middle Office)

  • Experience working within an order management system and/or electronic trading system to support derivatives

  • Prior use of SWIFT messaging types and formats

  • Experience with Bloomberg AIM and Charles River Investment Management Solution (CRD) (CRIMS)

  • Experience with Eagle STAR Portfolio Accounting System and/or Murex

  • Experience working on or leading projects, including system upgrades an migrations

  • Experience onboarding new types of derivatives to be supported in and communicated through systems

  • Experience with calculating and confirming derivatives settlements with counterparties, researching and resolving differences.

  • BA/BS in finance, accounting or economics or a related field.

Potential Salary: $38.81 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).

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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

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 (https://www.dol.gov/general/topics/posters) .

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

For residents of California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) to access the EU / UK Pre-employment Notice.

For all other residents, click here (http://www.tiaa.org/public/tiaa-nuveen-privacy) to access the Applicant Privacy Notice.

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.