TIAA
TIAA
TIAA एक वित्तीय सेवाओं और बीमा कंपनी है, जो सेवानिवृत्ति योजना, संपत्ति प्रबंधन और दीर्घकालिक वित्तीय सुरक्षा पर केंद्रित है। इसकी सेवाओं में वार्षिकी, व्यक्तिगत सेवानिवृत्ति खाते, निवेश प्रबंधन और व्यक्तिगत ग्राहकों तथा संस्थागत ग्राहकों के लिए अनुकूलित वित्तीय मार्गदर्शन शामिल हैं। 1918 में स्थापित TIAA सेवानिवृत्ति विशेषज्ञता को जिम्मेदार निवेश के साथ जोड़ती है और 1.2 ट्रिलियन डॉलर की परिसंपत्तियों का प्रबंधन करती है। यह ग्राहकों को भरोसेमंद आजीवन आय की योजना बनाने और अधिक आत्मविश्वासपूर्ण वित्तीय भविष्य तैयार करने में सहायता करती है।

TIAA Trust Operations Analyst - Boston Hybrid

Process trust accounting, portfolio transactions, reconciliations, and reporting for TIAA’s retirement and asset-management operations. Partner with trading, administration, transitions, tax, and other teams while supporting portfolio systems and operational controls.

विवरण

  • Handle daily and monthly processing in trust accounting and portfolio management systems
  • Provide operational support to trading, reporting, gift administration, pooled fund administration, transitions, and tax teams
  • Complete account reconciliations and control activities in line with internal and external audit requirements
  • Help evaluate and resolve interface errors, reconciliation matters, and accounting transactions
  • Process complex and non-routine accounting entries in the relevant applications and databases
  • Carry out operational controls and audit procedures consistent with internal and external audit standards
  • Support the testing and rollout of improved processes and workflows
  • Complete month-end and period-end activities, including trust accounting reports, client fee calculations, and invoices

आवश्यकताएँ

  • At least 2 years of professional experience required; 3 or more years preferred
  • Experience using investment, trust, or portfolio management systems
  • Intermediate to advanced Excel proficiency
  • High level of accuracy when reconciling cash and positions
  • Working knowledge of accounting fundamentals, financial markets, and basic investment concepts gained through education or experience
  • Strong analytical ability to investigate and resolve financial discrepancies and operational issues
  • University degree preferred
  • Ability to perform sedentary work

लाभ

  • Enhanced retirement program
  • Health, wellness, and work-life offerings
  • Comprehensive total rewards package
  • Professional learning and development opportunities
  • Performance-based incentive program may apply depending on the position
  • Drug-free and smoke-free workplace
  • Accessibility assistance available for the online application process

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