Job Description
Investment Ops Analyst
The Investment Operations Analyst assists with operational activities for the investment function, supporting the management of capital on behalf of pensions, endowments, corporate plan sponsors, and other institutional investors. Working under close supervision, this job assists with various operational processes pertinent to trade processing, settlements, securities transfer and record maintenance.
Key Responsibilities and Duties
• Performs basic asset management operational processes including trade processing, settlements, and securities transfers, ensuring quality, accuracy and completeness.
• Researches basic investment account issues and resolves routine issues.
• Monitors investors accounts and coordinates with custodians and external managers.
• Prepares financial statements and performance reports for investors.
• Maintains compliance documentation to help ensure compliance with investment restrictions, laws, Securities & Exchange Commission (SEC and tax codes.
Educational Requirements
• University (Degree) Preferred
Work Experience
• No Experience Required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
5IC
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Company Overview
TIAA GBS India was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA GBS India is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
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, ****** orientation, gender identity, or any other protected status
The Investment Operations Analyst assists with operational activities for the investment function, supporting the management of capital on behalf of pensions, endowments, corporate plan sponsors, and other institutional investors. Working under close supervision, this job assists with various operational processes pertinent to trade processing, settlements, securities transfer and record maintenance.
Key Responsibilities and Duties
• Performs basic asset management operational processes including trade processing, settlements, and securities transfers, ensuring quality, accuracy and completeness.
• Researches basic investment account issues and resolves routine issues.
• Monitors investors accounts and coordinates with custodians and external managers.
• Prepares financial statements and performance reports for investors.
• Maintains compliance documentation to help ensure compliance with investment restrictions, laws, Securities & Exchange Commission (SEC and tax codes.
Educational Requirements
• University (Degree) Preferred
Work Experience
• No Experience Required
Physical Requirements
• Physical Requirements: Sedentary Work
Career Level
5IC
_____________________________________________________________________________________________________
Company Overview
TIAA GBS India was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA GBS India is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
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, ****** orientation, gender identity, or any other protected status
💡 Quick Summary
Seeking a career-building opportunity? The Analyst | Investment Operations position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.