Job Type: Full-time
Location: Pune, Maharashtra
TIAA Global Capabilities, established in 2016, focuses on building a scalable and sustainable organization that supports technology, operations, and shared services. The mission is to tap into global talent, reduce risk, and drive innovation, especially through technological enhancement and process efficiency.
We are an Equal Opportunity Employer, committed to inclusive practices and accessibility for all applicants.
The Client Service Associate is responsible for producing and delivering investment performance reports, working with internal teams and third-party partners to ensure outstanding client experiences in servicing alternative investment products.
Prepare weekly, monthly, and quarterly investment performance reports and presentations for clients, ensuring compliance with Global Investment Performance Standards (GIPS).
Handle and respond to client queries regarding investment reports efficiently and professionally.
Collaborate with accounting teams and third-party fund administrators to track and execute investor reporting obligations.
Support the completion of due diligence and client questionnaires by gathering requirements from internal teams.
Contribute to the design and quality control of new reporting templates.
Perform data validations and resolve discrepancies to ensure report accuracy.
Understand firm-wide data flows and their impact on client reporting.
Develop knowledge of traditional and alternative investment products for reporting accuracy.
Assist with data consolidation for timely report generation.
Education
Preferred: University Degree
Work Experience
No experience required (Ideal for entry-level/fresh graduates)
Strong attention to detail and data accuracy
Effective communication and relationship management
Adaptability and resourcefulness
Customer-focused mindset
Familiarity with collaborative problem-solving
Basic strategic thinking and prioritization
Sedentary Work (primarily desk-based)
TIAA provides equal opportunity for applicants requiring assistance. If you are a U.S.-based applicant needing accommodation:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
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