Associate - Nuveen Data Quality
Teachers Insurance and Annuity Association of America · Pune · onsite · Posted 29d ago
Undisclosed5–7 yrsfulltimeSourced from
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About this role
Job Summary
Key Responsibilities
Educational Requirements
Work Experience
Physical Requirements
Career Level
Role
Key Responsibilities
Required Skills Experience
Preferred Qualifications
Related Skills
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Data Analysis, Nuveen. The Nuveen, Data Analysis job supports the organizations global customer relationship management (CRM) technology instance for sales reporting. The job is responsible for supporting the organizations 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.
Key Responsibilities
- 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.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 2+ Years Required; 3+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
6IC
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
Key Responsibilities
- 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
Preferred Qualifications
- 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
- SQL
- Excel
- Salesforce CRM
- Broadridge Salesvision
- Data Management
- Data Mapping/Integration
- Data Preprocessing
- Data-Driven Business Intelligence
- Programming
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
Customer Servicecustomer satisfactioncrmdata acquisitionBusiness Requirementsdata mappingAI ToolsData ManagementData Governancedata analysiscomplianceBusiness IntelligenceArtificial Intelligence
About Teachers Insurance and Annuity Association of America
Teachers Insurance and Annuity Association of America
Financial Services
3.5k+
employees
New York
US
₹20.3L PA avg
Avg at Teachers Insurance and Annuity Association of America
About
Founded to help educators retire with dignity, today were a market-leading retirement company fueled by world-class asset management. Were fighting harder than ever before for 5M+ clients and people who need us, creating new paths to growth and lifetime income?and the confident, meaningful retirements that come with them.
Industries
Banking / Insurance / AccountingFinancial Services
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