TIAA
From TIAA's careers page
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Data Analysis, Nuveen The Nuveen, Data Analysis job supports the organization's global customer relationship management (CRM) technology instance for sales reporting. The job is responsible for supporting the organization's global distribution teams by addressing user requests, enhancing user experience, providing user training, and maintaining data integrity of the platform. While working independently under general supervision, this job assists in the implementation of business processes and improvements that drive customer satisfaction, mitigate risk and ensure compliance. This position is also responsible for collecting data sources, analyzing key data and information, monitoring data quality to meet information system needs and requirements.
Meets with business and technology teams to ascertain system requirements, such as program functions, output requirements, input data acquisition, execution of users acceptance and may coordinate testing, and system techniques and controls.
Maintains sales and marketing statistics and tracks programs to evaluate effectiveness.
Reviews and updates data within the customer relationship management (CRM) technology to ensure data adheres to data standards.
Ensures implementation of data quality processes and ensures sign off on data-related changes.
Participates in data validation and cleaning to ensure the quality and integrity of data.
Works in partnership with information technology (IT) partners to design and document solutions to bridge the gaps, and provides detailed business requirements for CRM developers.
Documents and maintains test plans to assess business processes.
Supports technical architects on design decisions, both within the CRM technology itself and other connected applications.
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Role
Nuveen is seeking a detail-oriented, self-driven Data Quality Analyst to:
Review customer datasets and vendor-produced reports
Identify, investigate, and resolve data quality issues
Partner with internal teams and external vendors
Ensure accuracy of customer demographic data
Deliver white glove customer service in all interactions
Conduct thorough reviews of customer demographic data and vendor reports
Directly correct records within systems or manage vendor corrections
Research data issues using industry resources and external websites
Trace data issues to their source and recommend sustainable fixes
Organize working sessions with stakeholders to resolve complex problems
Distill analysis into clear, concise, actionable summaries for various audiences
Required Skills & Experience
5+ years of hands-on data management experience (direct record updates, not just querying)
Proficiency in SQL and Excel
Hands-on experience with Broadridge Salesvision and Salesforce CRM (required)
Direct experience in the US Wealth retail space
Understanding of how Nuveen distributes products through financial advisors
Strong independent worker — takes initiative without constant direction
5–7 years in the financial services industry
Experience with customer demographic data in financial services or investment management
Familiarity with data governance frameworks or data quality tools
Experience with AI-assisted tools for productivity and analysis
Related Skills
Company Overview
TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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