Financial Services Analyst (Entry Level)

About This Role

TIAA is hiring Entry-Level Financial Services Analysts to support investment accounting, retirement plan finance, and corporate FP&A. TIAA manages $1.3 trillion in assets for academic, cultural, and nonprofit institution employees — a mission-driven organization where your financial work directly supports educators' retirement security.

Job Overview

• Job Title: Financial Services Analyst (Entry Level)
• Company: TIAA
• Location: Charlotte, NC / New York, NY / Denver, CO / Dallas, TX / Jacksonville, FL
• Job Type: Full-time
• Experience Level: Entry-level (0–2 years)
• Salary Range: $24–$33/hr
• Posted Date: 2026-06-03
• Application Deadline: 2026-07-03

Role Context

TIAA Finance Analysts work in investment accounting, retirement plan operations, or corporate finance depending on team placement. Investment accounting analysts reconcile fund portfolios; corporate FP&A analysts support budgeting and cost management. TIAA's mission-driven culture is collaborative and purpose-oriented, with strong long-term career development infrastructure.

Key Responsibilities

• Perform monthly investment portfolio reconciliations and exception reporting
• Prepare financial reports for retirement plan sponsors and leadership
• Assist with budget preparation and quarterly financial forecast updates
• Analyze expense trends and provide variance commentary to finance management
• Support annual 10-K filing and regulatory reporting to insurance regulators
• Complete TIAA's analyst development program modules and rotational learning

Requirements & Skills

• Bachelor's in Finance, Accounting, or Economics
• Foundational understanding of investment products and financial statements
• Strong Excel skills; Bloomberg or FactSet exposure is a plus
• Mission-aligned; TIAA values candidates who connect with its nonprofit/education focus
• Organized and dependable with recurring reporting responsibilities
• CPA or CFA track preferred; TIAA supports exam fees and study time

Benefits & Work Conditions

• $24–$33/hr with annual merit increases and discretionary bonus
• Hybrid schedule with flexibility built into most roles
• Excellent pension and 401(k) plans — industry-leading retirement benefits
• Comprehensive medical, dental, and vision coverage
• Tuition reimbursement and professional certification support

Who Should Apply

Finance graduates who want to combine career development with mission-driven work in retirement services or investment accounting. You should be reliable in your analytical responsibilities, interested in the mechanics of institutional investing, and motivated by an organization whose profits go back to serving educators and researchers.

About the Company

TIAA (Teachers Insurance and Annuity Association) is a non-profit financial services organization managing $1.3 trillion in assets for 5 million active and retired employees at 15,000+ academic and nonprofit institutions. Its Finance and Investment teams operate under state insurance regulation and SEC oversight.

How to Apply

Apply through TIAA Jobs. Search "Financial Analyst entry level." The process includes a phone screen with talent acquisition, a skills assessment, and a final-round video interview with the finance team.