Key Responsibilities and Duties
Managed a specific portion of the platforms workflow process; gather, interpret, and input data into Nuveen’s Business Process Management platform (e.g, K2, Investcloud APL).
Develop a working relationship supporting internal and external partners to onboard new client accounts and process other lifecycle events.
Apply knowledge regarding customizations on accounts and understanding strategy parameters.
Ability to track and load client holdings of shadowed accounts from over 50 custodians using APL software.
Participate in firms workflow development and provide UAT testing as needed.
Look for opportunities to leverage any technology skills to reduce risks and automate tedious and repetitive processes.
Track, interpert, coordinate and process voluntary and mandatory corporation actions with internal and external business partners.
Provide guidance to entry-level staff on departmental processes and tools, sharing fundamental subject-matter knowledge as it develops.
Continue building understanding of team structure and departmental remit, along with a basic understanding of how the Account Administration function fits within the broader Asset Management Investment Operations function and the overall Enterprise.
Educational Requirements
Work Experience
Physical Requirements
Career Level
6IC
Required Skills:
- Advanced skills with Excel required.
Preferred Skills:
- Strong ability to prioritize and manage multiple assignments in a fast-paced environment.
- Recognition and interpretation of common language used in client communication and requests.
- Excellent problem recognition and resolution skills.
- Ability to work independently and as a team member.
- Ability to meet both daily and periodic deadlines.
- Flexibility in adapting to scheduling and work flow changes.
- Knowledge of financial markets and basic economics concepts.
- Demonstrated attention to detail and accuracy.
- Competence with Microsoft Office, SQL or Python preferred.
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
Anticipated Posting End Date:
2026-10-30
Base Pay Range: $76,100/yr - $103,000/yr
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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