TIAA

H1B vizos rėmėjas Draudimas Finansai Turto valdymas

TIAA yra finansinių paslaugų ir draudimo bendrovė, daugiausia dėmesio skirianti pensijų planavimui, turto valdymui ir ilgalaikiam finansiniam saugumui. Jos paslaugos apima anuitetus, individualias pensijų sąskaitas, investicijų valdymą ir individualias finansines konsultacijas privatiems bei instituciniams klientams. 1918 m. įkurta TIAA derina pensijų srities patirtį su atsakingu investavimu ir valdo 1,2 trln. JAV dolerių vertės turtą, padėdama klientams planuoti patikimas viso gyvenimo pajamas ir užtikrintesnę finansinę ateitį.

Darbai įmonėje

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.

prieš 2 savaites

Jungtinės Valstijos

Masačusetsas

62 300 $ – 91 300 $ / metai

Hibridinis Visas etatas Jaunesnysis specialistas Vidutinis lygis Diplomas nebūtinas Privaloma Kalba: anglų Operacijos

Aprašymas

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

Reikalavimai

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

Privalumai

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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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.

Aprašymas

Reikalavimai

Privalumai

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