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TIAA Global Capabilities is seeking an Associate for their Retail Separately Managed Accounts (SMA) operations. The role involves client onboarding, account maintenance, and collaboration with various departments to ensure efficient processing and service delivery.
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Job Summary
The Middle Office Associate is responsible for a broad set of operation functions that support Nuveen and its affiliate's SMA business.
Functions include client onboarding, liasing with the FA's and sponsors, portfolio accounting and document management.
The candidate will work closely with counterparts in the US to create a seamless processing and service platform.
Matching Summary
Match Score: 75
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TIAA Global Capabilities is seeking an Associate for their Retail Separately Managed Accounts (SMA) operations. The role involves client onboarding, account maintenance, and collaboration with various departments to ensure efficient processing and service delivery.
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Skills & Requirements
Must-have
Retail Separately Managed Accounts (SMA)
Portfolio accounting and reconciliation
Client onboarding and account maintenance
Liaising with financial advisors and sponsors
Quality control checks on data
Nice-to-have
Collaborate with internal departments
Provide department reporting
Train and coach peer team members
Update SOPs and RCA logs
Nuveen Products/Services Acumen
Key Requirements
5+ years Investment Banking / Asset Management Industry experience
4+ years Retail Separately Managed Accounts (SMA) experience