Associate, Private Placements Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: The Associate, Private Placements position at TIAA in Charlotte, NC, is a full-time role with a salary range of $105,000 to $145,000 annually. The qualifications include proficiency in Microsoft Excel, valuation, Bloomberg, and finance, along with a Master's degree or MBA. Responsibilities involve supporting investment professionals in financial advisory, debt underwriting, and private placements, conducting market research, and executing capital raising transactions. The job also requires building relationships with portfolio companies and staying informed on investment trends.
Job Description
Associate, Private Placements
TIAA – 3.7
Charlotte, NC Job Details Full-time $105,000 – $145,000 a year 22 hours ago Qualifications Microsoft Excel Valuation Mid-level Bloomberg Microsoft Office Finance Master’s degree Bachelor’s degree Accounting Master of Business Administration Chartered Financial Analyst 2 years Accounting University Full Job Description 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 Required Experience 2+ years of experience in private credit or project finance in infrastructure Preferred Experience 3+ years of experience in private credit or project finance in infrastructure Experience in Bloomberg, Excel and Microsoft Suite University Degree in Finance, Accounting or related field MBA or CFA preferred
Attachments Related Skills Accountability, Asset Valuation, Capital Markets, Communication, Consultative Communication, Credit Analysis, Financial Markets, Investment Research/Analysis, Negotiation, Private Placement Investments, Underwriting Anticipated Posting End Date:
2025-05-12
Base Pay Range:
$105,000/yr. – $145,000/yr. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.
Nuveen.com Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary . Equal Opportunity 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 . Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
(800) 842-2755
