Cash Management Operations, Sr. Associate

Posted Yesterday
Be an Early Applicant
Charlotte, NC
Hybrid
77K-110K Annually
5-7 Years Experience
Fintech • Financial Services
Together, we fight to ensure a more secure future for millions more Americans.
The Role
The Cash Management Operations, Sr. Associate will oversee cash reporting for various products and asset classes, manage third-party foreign exchange vendors, develop reports for internal committees, and enhance operational efficiency by implementing best practices. Mentoring junior staff and effective communication across business teams are also key responsibilities.
Summary Generated by Built In

Cash Management Operations, Sr. Associate

Nuveen Global Investment Organization has an opportunity for a Cash Management Operations, Sr. Associate to be a part of our Investment Operations organization. Our Investment Operations function encompasses end-to-end exception management related to cash reporting/oversight. This is achieved through various systematic, written, and verbal interactions with accounting teams, front office, and middle office teams, as well as custodian banks. The group is also responsible for managing third-party foreign exchange with external vendors, internal front office/board reporting and best execution reporting/analytics.

The Senior-level Associate will collaborate and provide mentorship to a high performing team within a fast paced, high-pressure environment. We are seeking an individual who has experience with reconciliation, and cash management. In addition, has a working knowledge of foreign exchange, all asset classes, ability to perform analyses and understands full investment lifecycle.


Key Responsibilities and Duties

  • Provide oversight of cash reporting across varying products, asset classes and mandates
  • Perform vendor oversight related to third-party foreign exchange as well as trade routing through the order management system.
  • Develop ad hoc and periodic reports, presentation materials and communications for use in various internal forums and committees, including investment committee reporting.
  • Effectively prioritize and execute tasks completely and accurately in a high-pressured environment.
  • Take initiative and critically analyze processes and procedures to enhance the operational efficiency and effectiveness by developing and implementing process improvement initiatives, and by identifying and planning the execution of best practices to reduce cost and mitigate risk.
  • Foster effective communication within and across business teams
  • Communicate with business lines and with external vendors.
  • Exhibit advanced proficiency in using Microsoft Office Suite of products (particularly Excel and macros/VBA)
  • Mentor junior staff members.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3+ Years Required; 5+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work


Career Level
7IC

QUALIFICATIONS:

Required:

  • Minimum of 3+ years of relevant experience working in investment operations or within a financial services organization.
  • Experience working with reconciliation, and cash management.
  • Knowledge of full investment lifecycle.
  • Experience working with asset classes.

Preferred:

  • Minimum of 5-7 years of experience working in investment management or financial services operations.
  • Knowledge of foreign exchange/non-US markets.

#LI-VR1

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:

2024-11-23

Base Pay Range: $76,600/yr. - $110,000/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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Company Overview

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

Benefits and Total Rewards

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.

Equal Opportunity

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.

Accessibility Support

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: [email protected]

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

Top Skills

Excel
VBA
The Company
Charlotte, NC
0 Employees
Hybrid Workplace
Year Founded: 1918

What We Do

Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management.

But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.

Why Work With Us

TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.

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