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Sr. Fund Analyst at TIAA - ApplyBlast

Sr. Fund Analyst

TIAA

4 months ago

3.6 on Glassdoor

Dallas, TX, USA

Onsite

Full Time

Senior

0 applicants

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About this role

A Senior Fund Analyst within TIAA's Mutual Fund Operations Team oversees critical daily functions such as trade settlements, dividend processing, and corporate actions. This role requires analyzing complex transactions, managing operational risk, and coordinating with auditors and vendors to maintain accurate fund records. Additionally, the position involves leading staff development, implementing process improvements, and supporting senior leadership on special projects.

Responsibilities

Oversees daily operational functions including trade settlements and dividends
Analyzes complex transactions and implements corrective actions
Monitors and minimizes operational risks within the team
Coordinates with auditors internal and external for reporting and reconciliation
Leads training and development initiatives for department staff

Skills

Qualifications

BS in Finance or Related FieldSeries 7 LicenseSeries 6 License

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.