Analyst Opportunity 2025 | TIAA is hiring Analyst . The working location is Pune, India. Interested candidates can apply online as soon as possible. The detailed eligibility and application process are given below.
Analyst Job Openings At TIAA | Hybrid- Overview
| Company Name: | TIAA |
| Job Role: | Analyst |
| Location: | Pune |
| Work Mode: | Hybrid |
| Last Date to Apply: | ASAP |
Job Description
- The Client Service Associate assists in producing and delivering periodic investment reports to clients by collecting and documenting report requirements from various internal departments and supporting the creation and management of new report templates. Working under close supervision, this job will also partner closely with teams in product, distribution, operations, technology, shareholder services and others (including 3rd Party Transfer Agents and Fund Administrators) to build the client servicing capabilities required to deliver an outstanding client experience to intermediaries, advisors and end-investors in the organization’s alternatives products.
Skills Required:
- Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Group Problem Solving, Prioritizes Effectively, Relationship Management, Resourcefulness, Strategic Thinking
Responsibility
- Prepares weekly, monthly and quarterly investment performance reports and presentations to be delivered to clients, and ensures adherence to Global Investment Performance Standards (GIPS).
- Addresses client queries and requests regarding investment reports promptly and effectively, working with clients on inquiries and ensuring client expectations are met.
- Collaborates with accounting and third-party fund administrators to ensure the execution of investor activity and reporting obligations for third-party private funds and tracking until completion.
- Supports the completion of due diligence and client questionnaires, and collaborates with team members to gather report requirements from internal departments.
