Associate, Private Placements
- Type:
- Full Time
- Location(s):
- Charlotte, NC 28262, United States
- 8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
- Date Posted:
- Salary:
- Base Pay Range: $105,000/yr - $145,000/yr
- Job Posting End Date:
- 2025-06-30-07:00
- Job ID:
- R250400382
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.
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- Physical Requirements: Sedentary Work
Career Level
6IC
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.
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
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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.