develop and execute monitoring controls and reporting for all facets of Managed Solutions
partner closely with client services, technology, risk and legal associates to implement reporting and forensic frameworks
maintain a holistic set of controls to support the flawless execution of the RetirePlus Series and detect issues early & mitigate them before they have a broad impact
monitor and analyze ongoing activity across all plans enrolled in the RetirePlus Series
review volume & control total reports to identify red flags, anomalies & potential issues
research results and items flagged by audits and control total reports
identify the root cause, population impacted & fix that needs to be implemented for identified issues
create and support interactive dashboards and reports to communicate complex analytics insights to non-technical stakeholders
review individual accounts based on random sampling, accounts identified through audits & reporting processes
compare accounts to the direction received by the participant to confirm they are properly invested
accountable for achievement of agreed upon outcomes (e.g. timelines, quality, etc)
Requirements
5+ years of data analyst or similar experience
Experience in designing and developing robust data pipelines for seamless data ingestion and transformation using Python and/or Alteryx
Knowledge of principle, techniques, and best practices of data modeling and data quality
Direct experience with SQL analysis and reporting tools such as Tableau
Familiar with TIAA’s institutional systems, processes, and procedures
Bachelor’s Degree or equivalent of four (4) years of related work experience
Experience working with retirement plans and services
Experience working across functions / businesses in a matrix environment that may include Product, Marketing, Legal, Risk, Compliance, Technology, Client Relationship Sales, Client Services, etc.
Familiar with TIAA’s investment and annuity products
Understand asset allocation and managed account products and services
Experience with processes including creation and maintenance of documentation
Advance level experience with SQL scripts
Advanced proficiency in SQL development, including complex query optimization
Demonstrated ability to connect data and analysis to drive actions to make decisions in a consultative manner
Proven ability to deliver results in a growing and changing environment
Benefits
superior retirement program
highly competitive health, wellness and work life offerings
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