Job Description
Monitoring Controls Analyst needs (3) years of 3 years of data analyst or similar experience
Monitoring Controls Analyst requires:
Bachelor’s Degree or equivalent of four (4) years of related work experience
Minimum of three (3) years of 3 years of data analyst or similar experience
Experience automating processes through use of tools including but not limited to Excel, VBA, SharePoint Designer or other low code development
Strong technical, analytical and business skills
Experience with processes including creation and maintenance of documentation
Demonstrated experience performing analyses and solving problems and developing a solution
Demonstrated ability to connect data and analysis to drive actions to make decisions in a consultative manner
Direct experience with SQL analysis and reporting tools such as Tableau
Proven ability to deliver results in a growing and changing environment
Experience in extracting, transforming, loading and analyzing large data sets using Python and/or Alteryx
Preferred
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
Monitoring Controls Analyst duties:
Support the conception, definition, and development of key capabilities and features of the model management system
Maintain a holistic set of controls to support the flawless execution and detect issues early & mitigate them before they have a broad impact.
Responsible for monitoring and analyzing ongoing activity across all plans enrolled in the
Review volume & control total reports to identify red flags, anomalies & potential issues.
Research results and items flagged by audits and control total reports to determine if there are any issues impacting multiple participants/plans.
Identify the root cause, population impacted & fix that needs to be implemented for identified issues.
Develop new audits & reports based on key learnings.
Reviewing individual accounts based on random sampling, accounts identified through audits & reporting processes.
Comparing 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)