Lead Business Analyst

Nuveen Investments
Chicago, USA
Dec 14, 2017
Dec 29, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time



Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at www.Nuveen.com



SUMMARY: This position will be a member of a team of technology professionals that are aligned with the Investment Risk area at the firm. As a team member with strong domain expertise, the position will participate in all phases of the solution lifecycle including definition, design, delivery, enhancement and support of Investment Risk applications.


Business analysis


  • Develop a strong understanding of the applications, processes and data that support the Investment Risk team
  • Analyze requirements across multiple data domains including market data (e.g. SMF, Benchmarks, Security Pricing & Analytics), investment/custodial accounting data and Risk Attribution/Analytics
  • Work with business users to define the functional, data and process requirements. Requirements analysis scope will run from significant change the business initiatives to run the business updates
  • Collaborate with the business users and technical team members to facilitate the creation of sound, efficient and supportable solutions that meet the business needs
  • Support testing and troubleshooting through an ability to navigate a relational database and writing simple to complex SQL queries to extract and analyze data
  • Participate and assist in ongoing run-the-business application support and production migrations
  • Create documentation and provide end user training for newly implemented solutions

Project Management



  • Create detailed project plans
  • Manage the execution of the defined projects to the established budget, work closely with the business unit and IT leadership regarding project progress and expectations, and provide regular status reports detailing progress relative to milestones, project costs, issues, and risks
  • Facilitate all aspects of user acceptance testing including creation and execution of use/test cases, bug tracking, review, prioritization, and resolution
  • Assist with active management of vendors that support the aforementioned business units
  • Be an active member of the BC/DR planning and execution process, working with the team to ensure that the needs of the business units are properly documented and met in BC/DR exercises






  • Bachelor's degree with a major in Business, Computer Science or a related discipline
  • Master's degree or CFA/FRM certification an added plus




  • Minimum ten years of experience working as a hands-on Business Analyst and Project Manager in an IT organization within the Investment Management industry (preferably) or Financial Services industry, with project experience in the Investment Risk area
  • Strong understanding of investment data and multiple asset classes including Equities, Fixed Income and Derivatives
  • Broad knowledge of IT, including experience in SDLC and Waterfall and Agile project methodologies
  • Experience in liquidity reporting, risk process workflow design, and stress/back testing of Risk models an added plus
  • Experience with one of more of the following applications- FactSet (preferable), Barra Portfolio Manager, Bloomberg and Eagle an added plus

Interpersonal/communication/language skills



  • Excellent communication skills (oral and written)
  • Strong business acumen and service orientation

Mathematical/analytical/reasoning skills



  • Strong problem recognition and resolution skills
  • Analysis skills that can produce multiple viable solutions to a given issue
  • Develop and evaluate innovative solutions

Technical skills



  • Strong understanding of SQL and data modeling concepts
  • Proficient with Microsoft Excel and Microsoft Project
  • Exposure to one or more database platforms (Microsoft SQL Server, Oracle) and business intelligence/reporting tools (Microsoft SSRS, Tableau, OBIEE) an added plus
  • Other
  • Able to deal with ambiguity without getting frustrated and thrive in a fast-paced, dynamic environment
  • Extremely detail oriented, focused and a great team player




  • Limited travel 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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