TIAA

Systems Engineer

• Support and maintain TIAA's Oracle Revenue Management and Billing (ORMB) platform
• Perform both analysis and hands-on development activities
• Collaborate with engineers, data scientists, and finance stakeholders
• Define system scope through research and fact-finding
• Analyze existing system logic within the billing ecosystem
• Develop and maintain technical documentation

Systems Analyst – Oracle Revenue Management and Billing

Associate

• Support the origination of new investments as well as portfolio management and surveillance activities across the firm’s existing private equity investment portfolios
• Assist in underwriting and oversight of direct equity and equity-like investments by working with senior deal team members to execute on due diligence including financial modeling, asset-level due diligence, underwriting and drafting of investment committee materials
• Drive portfolio management process by responding to external and internal business partner inquiries, preparing board materials and presentations
• Help screen, underwrite and structure limited partnership commitments with external infrastructure fund managers
• Perform quantitative and qualitative analysis on existing infrastructure portfolio
• Help in researching and analyzing both macro and portfolio trends, regulatory policy, and legal frameworks to drive investment goals and portfolio construction.

Associate, Private Infrastructure

• Develops plans for sourcing appropriate candidates
• Conducting the interview process and extending offers
• Manages and implements new strategies for candidate communication
• Builds a pipeline or network of targeted talent pools
• Partakes in ranking process of candidates with hiring manager
• Manages job listings on internal and external sites
• Counsels hiring managers regarding recruiting strategies

Senior Talent Acquisition Advisor

Administrative Assistant

• Provides comprehensive administrative and operational support to upper management within the Energy Infrastructure Credit business
• Manages schedules, facilitates communications, coordinates logistics, and serves as a key liaison across departments
• Organizes and prepares for meetings, coordinates travel arrangements, and manages expense processing
• Supports overall office functioning through space scheduling, event planning, inventory management, and paperwork processing

Senior Administrative Assistant – EIC

Program Manager

• Organizes project teams by assigning individual responsibilities, developing project schedules, and determining resource requirements necessary to ensure project is successful.
• Estimates the costs, resources, and time required to complete each phase of a project and allocates resources and tasks to ensure these targets are met.
• Implements an established project plan and monitors progress and performance against this plan.
• Monitors the status of projects including cost, timing, and staffing.
• Identifies and resolves obstacles to completing project on time and to budget.
• Conducts project meetings and prepares regular reports to communicate the status of the project within and beyond the project team.
• Coordinates the activities of outside contractors to ensure they are integrated into the project and that the organization receives satisfactory standards of service.

Lead Program Manager

Strategy

• Own day-to-day management of project and delivery of entire engagement
• Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom-line financial impact
• Work with team to develop workplan to test / evaluate strategies and insights which could span strategy, process or organizational change
• Provides advanced expertise to engagement teams in leading the identification, understanding and framing of complex business problems and needs
• Review synthesized findings and recommendations, and oversee creation of senior management documents to present recommendations (inclusive of presentations for Executive Committee and Board members)
• Advise and influence senior leaders on key decisions and major change initiatives
• Develop deep trust-based relationships with key client stakeholders and ensure client is satisfied throughout engagement
• Lead interview campaigns, working sessions and senior client presentations; maintain composure and presence in difficult client meetings
• Lead one or more client projects, including managing multiple juniors across several workstreams
• Collaborate with the team to develop hypotheses, conduct analysis and develop roadmaps for solutions
• Manages performance of junior team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team

Senior Director, Wealth Management Strategy

Paralegal

• Conducts legal research to support the organization's law related initiatives
• Reviews and edits legal documents to ensure accuracy and completeness
• Maintains files, databases and systems to collect and review data on litigation

Senior Estate and Trust Paralegal

Consultant

• Addresses client questions
• Assesses the client's financial needs
• Educates on relevant product benefits
• Provides appropriate solutions while advocating for the organization's products and services
• Receives inbound call transfers from the NCC of clients that are at risk of leaving
• Performs outreach calls to identified retention clients
• Refers clients to the most appropriate advised solution based on client complexity
• Communicates and educates internal business partners on process updates

Retention Consultant – Money in Motion

Data Analyst

• Analyze complex datasets to identify trends, patterns, and insights that support business objectives
• Translate business requirements into technical specifications for data solutions
• Perform data profiling, Source to Target mapping, and validation to ensure accuracy and consistency
• Support the implementation and maintenance of data governance frameworks and standards
• Ensure data quality through regular audits, validation processes, and adherence to data management policies
• Document data flows, data lineage, and system integrations across upstream and downstream systems
• Collaborate with stakeholders to define and maintain data definitions, business rules, and metadata
• Help design and develop ETL (Extract, Transform, Load) processes to support data integration initiatives
• Work with cloud based data platform and relational databases, SQL queries, and data modeling techniques to support analytical needs
• Troubleshoot data-related issues and provide technical support for production systems
• Participate in testing activities by supporting QA resources with test case development, execution, and defect tracking
• Partner with business stakeholders, IT teams (ETL, QA & Production support)
• Communicate findings, insights, and recommendations clearly to both technical and non-technical audiences
• Participate in cross-functional project teams to support enterprise and vertical initiatives
• Contribute to continuous improvement efforts by identifying opportunities for automation and process optimization

Lead Data Analyst

General

• Develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients.
• Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests.
• Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement.
• Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.
• Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients.

Wealth Management Advisor

• Manages time and resources efficiently
• Develops and implements strategic and tactical plans
• Tailors investment strategies for clients
• Performs investment research and stays informed of developments

Wealth Advisor

Product Manager

• Leads oversight of profitability, investment performance, governance, operating model, vendor management and strategic direction of investment products.
• Oversees structuring changes of products or accounts and fosters strategic partnership between product management and portfolio management, legal, accounting, and client servicing teams.
• Leads monitoring efforts of governance matters with various private fund boards and internal committees relating to product development and administration.
• Verifies that clients are provided with excellent customer service and expert assistance on assigned product matters by designated team members.

Product Management

Analyst

• Install, configure, and maintain IT systems software and hardware for multi-user server computers
• Implement solutions for end user needs by ensuring uptime, performance, resource availability, and security
• Perform complex analysis during normal IT Infrastructure operation, including on networks, firewalls, servers, and applications
• Acquire, install, and upgrade computer components and software
• Develop automation of routine tasks using scripting
• Develop domain solutions and execute changes in line with the implementation plan
• Review documentation as it relates to domain configuration
• Create current documentation of all equipment under operational control
• Coaches and mentors the work of lower level professionals.

Senior Infrastructure Analyst – Azure

Financial Planning and Analysis

• Month end Head Office Reporting
• Regulatory Reporting as per US GAAP
• Daily General Ledger Control Checks
• Reference Data maintenance
• Management Information Reporting & Analysis
• Inter Entity reconciliation
• GL balance substantiation & reconciliation
• Adhoc issues resolution & queries
• Ensure data quality before submissions
• Investigate, resolve and escalate issues on timely basis

Associate – Financial Control

Operations

• Supports monitoring of customer financial accounts against various fraud prevention strategies
• Addresses fraud concerns reported by clients and associates
• Escalates suspicious activity that may be risky to the financial institution and customers
• Provides first level review and investigation actions that mitigate threats of fraud
• Answers inbound calls from customers or associates calling to report potential fraudulent activity on their accounts
• Documents investigation actions and mitigation actions
• Researches customer claims and gathers evidence regarding potential fraud activity
• Provides control feedback to continually improve efficacy
• Works with customers to verify account activity