
Associate - II, Leverage Finance - Nuveen Global Investment Operations
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Job Description
Structured overview of role & requirementsAbout This Role
Own daily leveraged finance loan administration tasks including trade processing, loan reconciliations, and settlements across leveraged loan and CLO portfolios.
Support and coordinate with multiple stakeholders such as Traders, Trustees, Legal, Tax, Compliance, and IT on trade confirmations, settlements, KYC, and technical resolutions.
Drive process enhancements, maintain compliance and audit documentation, and deliver timely MI on process performance and risks.
Minimum Requirements
3+ years of relevant work experience in leveraged finance operations or related financial markets operations, 5+ years preferred.
Strong understanding of leveraged finance products, loan syndications, CLO operations, and settlement processes.
Advanced Excel skills including VBA macros; experience with business automation tools (PowerApps, Power Automate) preferred.
University degree preferred. Shift flexibility for 3:30pm to 4:30am working hours as per business requirement.
Ideal Candidate Profile
Experienced professional with strong operational expertise in leveraged loan, CLO, and capital markets settlement environments.
Proven ability to manage complex reconciliations, resolve discrepancies, and support multi-stakeholder communication effectively.
Capable of leading process improvement initiatives and developing automation solutions within a dynamic, high-volume financial operations setting.
