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Investment Management
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Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.



Founded in 1994, Symphony Asset Management is a diversified investment manager headquartered in San Francisco, California. Symphony Asset Management applies a team-based, event-focused approach to rigorous fundamental research, valuation and risk analysis across the corporate capital structure, identifying and translating relative value into desired risk/reward outcomes for our clients. Our investment strategies include an integrated platform of hedge funds, separately managed accounts and sub-advised mutual funds in long-only/long short strategies and structured products with a focus on credit instruments.  

In this position incumbents will be expected to perform the general duties of the Loan Operations team.  This will include supporting portfolio management, loan trade settlements, account reconciliation and various reporting.  




Account Reconciliation

·       Reconcile cash and security positions daily and coordinate supporting documentation

·       Interpret and evaluate reconciliation results and resolve discrepancies

·       Provide account cash balance to Portfolio Management on a daily basis

·       Maintain and build on the relationships with outside vendors

Loan Settlement

  • Coordinate with various counterparties to facilitate loan settlement within the context of available cash, market nuances and portfolio management guidelines
  • Investigate and resolve settlement and transaction issues in a timely manner
  • Significant interaction with Senior Management, Trading Counter-parties, Agent Banks,  Custodians and Trustees
  • Identify areas of risk and create new tools for streamlining current processes to increase operational efficiency

·       Review and analyze various system reports to identify and resolve trade discrepancies proactively and independently with custodians within settlement timelines

Data Integrity

·       Maintain accounting and portfolio management databases including asset masters, trades, prices, loan rollover, rate set, paydowns etc.

·       Maintain settlement documentation


·       Support accounting group and administrators on all trade related discrepancies

·       Liaise between Portfolio management and IT on system enhancements and help troubleshoot any problems.



Required Skills:

·       Bachelor’s degree

Desired Skills:

·       Preferably 1-3 years of experience in investment management industry

·       Knowledge of financial markets and basic economic concepts required

·       Knowledge of equities, bonds, and senior loans a plus

·       Ability to communicate to an audience based on their knowledge of the current situation

·       Ability to work within a team

·       Basic comprehension of legal documentation

·       Strong mathematical and analytical skills

·       Attention to detail

·       Professional demeanor

·       Ability to prioritize duties based on competing initiatives

·       Advanced Microsoft Excel skills

·       Intermediate Microsoft Office Suite (Outlook, Word, PowerPoint) skills

·       Knowledge of Wall Street Office, Advent Geneva, or Bloomberg a plus

·       Previous experience with loan settlements preferred but not required



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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

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