Associate, Private Placements Client Service & Reporting

The Associate, Private Placements Client Service and Reporting plays a key role in the 3rd party client service and business development activities for the private placements team. The Associate provides timely reporting and communications to 3rd party clients in accordance with the client-specific investment management agreements. Working under general supervision, this job partners with other groups across the enterprise in business development efforts to increase the 3rd party client base. Additionally, the Associate works closely with the investment team to support various other cross-functional initiatives including working on and leading various operational and process efficiency efforts.

Key Responsibilities and Duties

• Supports multiple 3rd party clients through providing ongoing communication, support and monitoring and ensures that client relationships are maintained at a high level through consistent, quality and timely communication.

• Prepares and ensures completion of all required reporting including valuation reports, investment guidelines compliance reports and quarterly reporting packages.

• Prepares quarterly invoices for 3rd party client accounts ensuring complete and accurate categorization of investments/fees and timely delivery to the client.

• Serves as a primary liaison with the RFP team, product teams and sales teams as it relates to new client opportunities and leading efforts to gather data and prepare answers in response to RFP requests and partner with RFP teams in delivering a cohesive message.

• Participates in client diligence calls to explain and answer questions about the business's support model.

• Partners with teams across the organization to onboard new private placements clients, ensuring alignment and operational readiness.

• Leads other ad hoc projects or initiatives for the private placements team as they arise partnering with individuals across the enterprise as needed, including system upgrades/integrations, and operational efficiency initiatives.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Qualifications

Required

• 2+ years of investment management, investor relations, client portfolio management or investment-related client service experience

Preferred

• 3+ years of investment management, investor relations, client portfolio management or investment-related client service experience
• Asset management client service or investor relations
• Fixed income investing or operations experience
• Private fixed income exposure
• Data analysis and reporting

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:

2026-02-17

Base Pay Range: $102,000/yr - $143,000/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). 

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Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can 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

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

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