Associate, Private Placements Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: The Associate, Private Placements role in Charlotte, NC offers a competitive salary range of $105,000 to $145,000 per year. Responsibilities include supporting financial advisory, debt underwriting, and executing equity or debt private placements. Ideal candidates have a minimum of 2 years of work experience. This position collaborates with investment professionals and banking teams to provide transaction support and market analysis.
Job Description
ASSOCIATE, PRIVATE PLACEMENTS
Type:
Full Time
Location(s):
Charlotte, NC 28262, United States
8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
Salary:
Base Pay Range:
$105,000/Yr – $145,000/Yr
Job Posting End Date:
2025-05-12-07:00
Job ID:
R250400382
Associate, Private Placements
The Associate, Private Placements job supports financial advisory, debt underwriting, and the origination and execution of equity or debt private placements. This job provides analytical, financial modeling, structuring, research, and transaction support to senior investment professionals. Under moderate supervision, this job works with investment banking and corporate banking teams and discusses the private placement market with clients. Key Responsibilities and Duties
Conducts private placement market research and identifies anomalies and trends.
Executes capital raising transactions for private companies and develops pitch materials to secure new business.
Prepares valuations, writes memorandums for private placements, and participates in due diligence and drafting sessions.
Provides reporting and analytics; tracks portfolio performance.
Works closely with senior bankers to originate client engagements and provides advisory services.
Supports a wide range of assets such as fixed income, equity, derivatives, and alternative investments.
Works within a team to issue private placements and bank transactions consistent with the capital strategy.
Builds relationships with management teams of portfolio companies and stays abreast of investment trends.
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
Physical Requirements
Physical Requirements:
Sedentary Work Career Level
6IC We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Read more about your rights and view government notices here.
ASSOCIATE, PRIVATE PLACEMENTS
Type:
Full Time
Location(s):
Charlotte, NC 28262, United States
8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
Salary:
Base Pay Range:
$105,000/Yr – $145,000/Yr
Job Posting End Date:
2025-05-12-07:00
Job ID:
R250400382
