TIAA
TIAA
TIAA este o companie de servicii financiare și asigurări axată pe planificarea pensionării, gestionarea patrimoniului și securitatea financiară pe termen lung. Oferta sa include anuități, conturi individuale de pensii, administrarea investițiilor și îndrumare financiară personalizată pentru persoane fizice și clienți instituționali. Fondată în 1918, TIAA îmbină expertiza în domeniul pensionării cu investițiile responsabile și gestionează active în valoare de 1,2 trilioane de dolari, ajutând clienții să planifice un venit sigur pe tot parcursul vieții și un viitor financiar mai încrezător.

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.

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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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