Find jobs
Pricing
Free Resume Checker
Blog
Sign in
Sign up
FIND JOBSPRICINGFREE RESUME CHECKERBLOGSIGN INSIGN UP
TI
TIAA

Associate - II, Leverage Finance - Nuveen Global Investment Operations

LocationPune, India
Work modeon-site
Typefull-time
SeniorityMid
Experience3+ yrs
DepartmentLeverage Finance
Company size10,000+ people
PostedAug 25, 2026 · 1mo ago
Verified live14h ago
At a glanceSummarised by Seekless from the posting.
3+ years of experience in leveraged finance, loan syndications, or capital markets operations
Strong understanding of leveraged finance products, loan syndications, and settlement processes
Experience with cash reconciliations, position tracking, and investment portfolio operations
Knowledge of credit agreement structures, covenant monitoring, and restructure processing
Proficient in cash reconciliations and multi-level reconciliations across systems and custodians
Ability to investigate and resolve breaks, discrepancies, and data inconsistencies
Experience implementing reconciliation controls and ensuring audit compliance
Advanced Excel skills including VBA macros for data analysis and process automation
Ability to identify inefficiencies and create solutions to streamline workflows
Excellent written and verbal communication skills with ability to explain complex transactions clearly
Proven ability to collaborate with Investment teams, Risk, Legal, external auditors, and custodians
Strong interpersonal skills to manage stakeholder expectations and resolve issues proactively
5+ years of experience preferred
Experience with CLO reporting and investor deliverables
Familiarity with syndicated loan structures, facility agreements, and agent bank operations
Understanding of loan servicing activities including drawdowns, repayments, amendments, and restructures
Experience with business applications (PowerApps, Power Automate)
University (Degree) Preferred
Ability to work shifts between 3:30pm and 4:30am IST
Skills
Excel
VBA
PowerApps
Power Automate
BBG Aim
Associate - II, Leverage Finance - Nuveen Global Investment Operations
The successful candidate will be an experienced, energetic, and contributing member of a highly driven group of professionals focused on settlements, Loan and CLO Operations. This person will work as a part of a dynamic team in a rapidly growing Leveraged Loan and CLO trading environment. The individual is expected to possess strong problem solving and analytical skills, as well as a thorough understanding of leveraged loan and CLO operations
Key Responsibilities and Duties
•
Complete various loan administration tasks, including trade processing, loan reconciliations, and trade settlement.
•
Assist Trustees, Loan Administrators, Legal, Tax, and Compliance with regards to trade confirmations, allocations, KYC documentation, settlements, metrics, and industry initiatives.
•
Communicate effectively with traders/business partners at all levels and build strong working relationships
•
Support the settlement process of loan syndications, secondary loan trades, CLO’s, and restructures, including funding and documentation matters.
•
Research and respond to ad-hoc inquiries on discrepancies – position breaks, price
•
Ensure adherence to compliance and regulatory requirements
•
Reconciliation in BBG Aim for Bank loans & Leverage Loans.
•
Work directly with IT or vendors to resolve any technical issues
•
Ensure all process and audit trail documentation is up-to-date at all times
•
Perform yearly SOP review and process documents.
•
Conduct process enhancement forums within team.
•
Actively provide input to and implement process improvements
•
Identify, escalate, and thereby proactively manage delivery risks
•
Maintain and provide timely and accurate MI of process performance and risk
Educational Requirements
•
University (Degree) Preferred
Work Experience
•
3+ Years Required; 5+ Years Preferred
Physical Requirements
•
Physical Requirements: Sedentary Work
Career Level
7IC
Key Skills & Requirements
Leveraged Finance & Capital Markets Operations
• Strong understanding of leveraged finance products, loan syndications, and settlement processes
• Experience with cash reconciliations, position tracking, and investment portfolio operations
• Knowledge of credit agreement structures, covenant monitoring, and restructure processing
Reconciliation & Cash Management Expertise
• Proficient in cash reconciliations and multi-level reconciliations across systems and custodians
• Ability to investigate and resolve breaks, discrepancies, and data inconsistencies
• Experience implementing reconciliation controls and ensuring audit compliance
CLO & Loan Operations Knowledge (Optional)
Nice to have
• Experience with CLO reporting and investor deliverables
• Familiarity with syndicated loan structures, facility agreements, and agent bank operations
• Understanding of loan servicing activities including drawdowns, repayments, amendments, and restructures
Technical & Automation Skills
• Advanced Excel skills including VBA macros for data analysis and process automation
• Experience with business applications (PowerApps, Power Automate) preferred
• Ability to identify inefficiencies and create solutions to streamline workflows
Communication & Stakeholder Management
• Excellent written and verbal communication skills with ability to explain complex transactions clearly
• Proven ability to collaborate with Investment teams, Risk, Legal, external auditors, and custodians
• Strong interpersonal skills to manage stakeholder expectations and resolve issues proactively
Primary Responsibilities
• Execute daily S&P cash reconciliations and resolve exceptions across leveraged finance portfolios
• Prepare and deliver timely CLO reporting to investors and stakeholders
• Process loan restructures, amendments, and covenant modifications
• Maintain accurate accounting records and ensure data integrity
• Develop automation solutions to enhance operational efficiency
• Ensure compliance with accounting standards, internal controls, and regulatory requirements
• Communicate breaks and resolution status to relevant parties
Shift Timings : 3.30pm to 4.30am (any 9hours between these timings as per the Business requirement)
Related SkillsBusiness Analysis, Business Process Improvement, Business Process Understanding, Collaboration, Consultative Communication, Negotiation, Nuveen Products/Services Acumen, Organizational Savviness, Project Management, Vendor / Partner Management
_____________________________________________________________________________________________________
Company Overview
TIAA Global Capabilities 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 Global Capabilities 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.
Legal
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our Culture of Impact
At TIAA, we’re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow’s challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen’s entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients’ lives grows stronger.
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 TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
More roles at TIAA
2027 Early Talent Internship: Chief Administrative Office - Business Management2027 Early Talent Internship: Digital & Client Experience (Design)2027 Early Talent Internship: Office of the CEO (MBA)2027 Early Talent Internship: Office of the Chief Administrative Office (Technology)2027 Early Talent Internship: Business Management and Project Analytics
Seekless
Seek less: one search across companies' own career pages, instead of a dozen job boards.
Product
Find jobsCompaniesPricingFree Resume Checker
Company
AboutBlog
Legal
PrivacyTermsCookies
© 2026 SEEKLESS. ALL RIGHTS RESERVED.BUILT WITH CARE