TIAA
TIAA
TIAA is a financial services and insurance company focused on retirement planning, wealth management, and long-term financial security. Its offerings include annuities, individual retirement accounts, investment management, and personalized financial guidance for individuals and institutional clients. Founded in 1918, TIAA combines retirement expertise with responsible investing and manages $1.2 trillion in assets, helping customers plan for dependable lifetime income and more confident financial futures.

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.

Description

  • 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

Requirements

  • 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

Benefits

  • 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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