Job Information
Nuveen Investments Transaction Analyst, Private Placements in Charlotte, North Carolina
Transaction Analyst, Private Fixed Income
The Transaction Analyst, Private Fixed Income role is responsible for supporting all transaction activities performed by the group that occur before and after initial underwriting – assisting in portfolio management of existing holdings, reporting and other ad hoc activities. Private Fixed Income includes the Private Placements and Energy Infrastructure Credit (EIC) teams, which manage $70B+ in private debt investments across the credit spectrum for SMAs, private funds, and co-investments. The Transaction Analyst would primarily support Credit Tenant Loans (CTLs) within Private Placements, as well as EIC investments.
Key Responsibilities and Duties
Assist in portfolio management of existing portfolio holdings and assist in the closing process of new transactions for the CTL and EIC teams
Assist with transaction related tasks for the CTL team, including constructing and modifying amortization schedules, analyzing annual operating budgets and reviewing and analyzing annual financial statements
Assist with administrative agent responsibilities for EIC investments, including the co-investment process
Support the deal teams in execution of portfolio company’s amendment/requests
Assist in maintaining information for investments and coordinating internal and external reporting requirements
Monitor borrower compliance with transaction specific obligations for existing transactions
Conduct portfolio level analysis
Work closely with Nuveen’s construction monitor on construction loan related issues
Prepare and ensure completion of all required transaction documents.
Assist with international compliance requirements on new investments
Educational Requirements
- University (Degree) Preferred
Work Experience
- No Experience Required
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
5IC
QUALIFICATIONS:
REQUIRED:
- 1-3 years in finance or asset management background
PREFFERED:
Must be proficient in excel
Strong written and verbal communications
Strong analytical skills
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:
2025-05-16
Base Pay Range: $75,000/yr. - $90,000/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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
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 (https://www.dol.gov/general/topics/posters) .
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
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
Nondiscrimination & Equal Opportunity Employment
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)