TIAA Recruitment | Trainee | Pune

TIAA Recruitment

TIAA Recruitment: The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields.

TIAA Recruitment:

Company Name:- TIAA

Job Position:- Trainee

Job Location:- Pune, India

Salary Package:- As per Company Standards

Job Schedule:- Full Time

Job ID:- R210500693


  • No Experience Required
  • High School, Preferred
  • MBA/PGDM (Finance) from a tier 2 college
  • CFA L1 cleared, CIPM, AMFI

Physical Requirements:-

  • Physical Requirements: Sedentary Work

Required Experience:- 0-2 year

Skills and Experience:-

  • Basic understanding of Investment Management industry/Capital Market along with sound knowledge of financial concepts
  • Client focused mindset, diligence, accuracy, flexibility and attention to detail
  • Excellent analytical, oral and written communication skills
  • Excellent project management skills to organize and prioritize competing priorities in deadline driven environment
  • Ability to work well under pressure and building relationship with different stake holders throughout the organization
  • A self-starter who can work independently and as a member of a team
  • Must be highly proficient in Excel and Word and quick learner of various data systems
  • Keen desire to learn new concepts/processes and innovate to enhance efficiency

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Special Skills:-

  • Proficient with MS Office.
  • Knowledge of SQL/VBA will be an added advantage.

Position Summary:-

  • The Trainee in Nuveen Global Support team will provide critical support to different areas of client servicing lifecycle such as client reporting, client support and RFI/DDQ support for Institutional, Private and retail clients.
  • The Trainee is expected to navigate effectively within our multi-boutique advisory organizational structure and develop strong understanding of the products and processes to efficiently perform high quality work.

He/she will be responsible for:-

  • Managing inbound/outbound client communication (emails and phone calls).
  • Providing support to servicing teams on prospect client related requests. 
  • Work with internal business partners to gather and personalize documents for client onboarding.
  • Help with the preparation of reports and other materials for client meetings.
  • Responsible for completing due diligence and client questionnaires.
  • Preparation of custom reports to clients, consultants and service providers.
  • Provide quality control for client reports and requests. 
  • Addressing client queries, providing other business support and creating positive client experience.
  • Supporting on efficiency initiatives taken at the function/department level

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Functional Leadership Responsibilities:-

  • Acquire and develop deep understanding of the organizational structure and dynamics.
  • Navigate the organization effectively and partner with cross functional teams (e.g. Legal, IT, Sales, Product, Compliance, etc.) to obtain necessary data sources or information to efficiently complete client requests.
  • Develop in-depth expertise of the process being handled and continuously focus on improving the process to enhance client experience and bring efficiencies.
  • Quickly develop understanding of different applications used by the teams, such as PMAPS, CORIC, Intralinks portal, Salesforce,etc., and use those effectively and independently to meet role responsibilities.
  • Assisting senior team members in activities like gathering & updating data, formatting documents in line with organization standards, and sourcing relevant materials.
  • Conduct other adhoc and special projects as required.

Career Level:- 2IC

How to apply for the Recruitment 2021:

All candidates who wish to apply for the off-campus recruitment, they may apply for the post by clicking on this link:

To apply: Click here

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