TIAA is hiring for a fresher entry level Analyst role in India

Position:

• Analyst (Client Service Associate)

Company:

• TIAA Global Capabilities

Location:

• Pune, India

Job type:

• Full-time

Job mode:

• Hybrid Flex

Job requisition id:

• R250400193

Years of experience:

• Open to freshers; 0-3 years

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Company Description

• Founded in 2016, TIAA Global Capabilities is an extension of the renowned U.S.-based TIAA organization that has served professionals in the nonprofit sector for over a century.

• The firm focuses on leveraging a highly skilled talent pool to drive strategic initiatives in technology, operations, and shared services.

• With a vision to reduce operational risks and foster innovation, the organization plays a crucial role in enhancing the efficiency of TIAA’s global functions.

• The company fosters a collaborative environment where professionals work closely with U.S.-based colleagues to improve system throughput and productivity.

• Emphasis is placed on insourcing vital platforms and technological infrastructure to ensure quality control and reduce dependency on external vendors.

• TIAA Global Capabilities embodies a forward-looking, inclusive culture that values diversity and is committed to equal opportunity in employment.

• Its Pune location serves as a vital innovation hub, enabling smoother business operations and faster product evolution through agile delivery models.

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Profile Overview

• This role involves assisting in the end-to-end lifecycle of client investment reports, focusing on accuracy, customization, and on-time delivery.

• The Client Service Associate plays a crucial support function, liaising with internal stakeholders, third-party administrators, and clients to ensure smooth communication and delivery of service.

• Primary responsibilities include preparing periodic performance reports, managing report templates, and resolving client inquiries regarding investment reporting.

• The role sits at the intersection of investment operations and client services, requiring a blend of analytical thinking, communication, and data handling.

• Candidates will gain exposure to both traditional and alternative investment products, enhancing their financial knowledge base.

• You will also contribute to quality control efforts, template standardization, and internal process improvements that elevate the client experience.

• Through collaboration with accounting and fund administration teams, you'll support the reporting needs of third-party private funds.

• This is a dynamic opportunity for someone looking to build a foundational career in investment reporting, client communications, and financial services operations.

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Qualifications

• A university degree is preferred, though no specific major is mandated, making this ideal for graduates with a keen interest in finance or operations.

• No prior work experience is required, positioning this as a great entry-level opportunity for those beginning their career journey.

• Candidates should be comfortable with data analysis and interpretation, especially when working with investment-related information.

• Effective communication skills are crucial, as you will be engaging with internal departments and external fund administrators to resolve reporting needs and data discrepancies.

• Detail-oriented individuals who can manage recurring tasks while meeting deadlines will thrive in this role.

• A basic understanding of investment terms, fund structures, and reporting obligations is helpful but not mandatory.

• Candidates should demonstrate a willingness to learn enterprise-level data flows and technology systems that support client servicing.

• Exposure to Global Investment Performance Standards (GIPS) is an added advantage but not essential for success in the role.

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Key Responsibilities

Investment Reporting & Client Servicing

• Prepare weekly, monthly, and quarterly investment performance reports tailored for clients.

• Ensure all reporting complies with GIPS standards to maintain transparency and credibility.

• Collaborate with internal teams to gather reporting requirements for new or customized client needs.

• Address client queries related to investment reports and ensure timely resolution.

Stakeholder Collaboration

• Work closely with teams from operations, distribution, product, technology, and shareholder services.

• Interface with third-party fund administrators and transfer agents to complete investor activity tasks.

• Engage with internal accounting teams to ensure timely and accurate data submission and validation.

Quality Control and Data Accuracy

• Assist in the design and testing of new reporting templates for streamlined delivery.

• Perform routine data validation checks to identify and resolve reporting inconsistencies.

• Support root cause analysis of discrepancies and collaborate with data owners for resolution.

Report Creation & Template Management

• Contribute to creating and refining templates for standard and ad-hoc reporting needs.

• Support periodic audits and reviews of reporting structures and formats.

• Ensure consistency in content, format, and messaging across all client-facing reports.

Investment Data Consolidation

• Assist with consolidating performance metrics and investment data into concise formats.

• Validate data across various platforms before finalizing reports.

• Track and log data points across traditional and alternative investment products.

Cross-functional Projects

• Participate in firm-wide initiatives to automate and enhance the reporting experience.

• Provide input on system improvements from a user and client-service perspective.

• Contribute to testing and deployment of new client servicing tools and technologies.

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Additional Info

• This role operates at Career Level 5IC, typically associated with individual contributors early in their career.

• It is a sedentary work environment with no physical demands, suited for desk-based professionals.

• You will be part of a culture that prioritizes collaboration, adaptability, and a continuous improvement mindset.

• Team members are encouraged to take ownership of their work while balancing collaboration with others.

• The company’s hybrid model offers flexibility, enabling a balanced work-life schedule.

• TIAA Global Capabilities is an Equal Opportunity Employer, ensuring a fair hiring process for all candidates.

• If you require assistance with the application process due to a disability, accessible support is available.

• Joining TIAA means becoming part of a 100-year-old legacy of financial excellence and ethical commitment.

Please click here to apply.

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