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TIAA

2027 Early Talent Internship: Corporate Finance (OCFO)

Posted 5 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
22-30 Hourly
Internship
Hybrid
Charlotte, NC, USA
22-30 Hourly
Internship
Participates in a 10-week finance internship supporting budgeting, planning, forecasting, management reporting, financial analysis, predictive modeling, variance commentary, and financial health metrics. Interns develop financial models, research market and competitive intelligence, prepare presentations, coordinate project materials, and provide decision support to business areas and executives. The program includes structured training, mentorship, executive exposure, and potential pathways to full-time rotational or finance roles.
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Intern
Throughout the intensive 10-week summer program, participants engage in a structured professional development curriculum featuring:

  • Comprehensive training modules
  • Executive speaker series
  • Educational workshops
  • Mentorship programs
  • Cohort-based learning experiences

This position provides exposure to key business divisions including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human Resources, Internal Audit, Law and Policy, Marketing and Communications, Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management.

Key Roles and Duties


  • Support high-impact business initiatives by contributing to meaningful projects that directly support business objectives and client outcomes
  • Collaborate on strategic presentations and research projects, contributing to PowerPoint and Excel deliverables and analytical materials that inform key business decision-making
  • Support a variety of projects by helping to coordinate project materials and meetings to ensure seamless information flow across teams
  • Drive independent research initiatives to gather market intelligence, competitive analysis, and supporting documentation that advances business objectives
  • Immerse yourself in professional development opportunities through exclusive access to executive speaker series, specialized training programs, and networking events designed to accelerate your career trajectory
  • Explore diverse career pathways by working alongside professionals across multiple departments and gaining hands-on experience in various business functions
  • Build comprehensive industry expertise while developing deep knowledge of TIAA's culture, values, and position within the financial services landscape

Educational Requirements

  • High School Preferred

Work Experience

  • No Experience Required

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level
2IC

The program includes a robust training and onboarding program followed by our ongoing speaker series, lunch-and-learns, and cohort engagement activities, as well as direct access to executive and senior leadership, mentors and previous interns.
Eligible interns may receive a full-time offer to join our Early Talent Rotational Program or various open positions within the organization.
Key Responsibilities And Duties
Interns may support 2 main finance groups: Business Finance Office (BFO) & Corporate Financial Planning and Analysis (CFP&A). Interns provide the Executive Committee (EC) and Business Areas with decision support through the use of management reporting, future-focused analytics, predictive modeling capabilities, decision tools and problem-solving support to help drive financial planning, budgeting and forecasting requirements. This is an exciting opportunity for potential candidates to apply their knowledge to a strategically aligned initiative within the Finance organization including:

    • Budgeting, planning, forecasting, analysis, as well as, financial stewardship and counsel.
    • Present and clearly articulate the financial results of the business, as well as provide variance commentaries to business partners.
    • Develop models / tools for early identification of financial trends and drivers for use across business segments.
    • Make recommendations for issue resolution; maintain and improve current financial models.
    • Collaborate with business areas to develop operational and financial health metrics and measures.
    • Incorporate of productivity and continuous improvement methodologies to ensure long-term success.
    • Create transparency around cost allocations to drive business-focused discussions.

Other opportunities may exist within the following finance organizations

    • Corporate Treasury: Supports the cash management and liquidity strategy, bank account management and capital market activities of the enterprise in an accurate and timely manner.
    • Operations including Global Supplier Services
      • GSS: Provides best-in-class supplier governance and is committed to value creation and innovation. The roles within GSS support three paths to include Sourcing, Procurement, Vendor Management and Technology & Operations.
    • TIAA Ventures: Invest in startups that are pioneering new business models and technologies relevant to TIAA’s businesses and clients.
    • Controllership Organization (Accounting & Corporate Tax)

Desired Skills (Preferred Not Required)

    • Currently pursuing a Bachelor’s in related fields including Accounting, Actuarial Science, Business Administration, Economics, Finance, Mathematics, Data Analytics, Risk Management, Statistics, Supply Chain, or similar degree programs
    • Internship experience is a plus
    • Excellent communication, presentation, problem solving/analytical skills
    • Proven ability to prioritize tasks and deliver on commitments
    • Previous internship or work experience a plus
    • Demonstrated interest within the investment management industry is preferred
    • Independent and original thinker
    • Self-discipline and self-motivation
    • Strong level of integrity with an entrepreneurial spirit
    • Minimum of 2 years of working knowledge or academic experience in using Microsoft Office products or similar products (Word, PowerPoint, Excel, Outlook)

Additional Requirements

  • Currently enrolled in a degree-seeking program with expected graduation date between December 2027– June 2029 
  • Minimum GPA of 3.0
  • Must have authorization to work in the U.S., and not require current or future work visa sponsorship to retain authorization to work in the U.S.

Related Skills

Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management

Anticipated Posting End Date:

Base Pay Range: $22.00/hr - $30.00/hr

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

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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need 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: [email protected]

Drug and Smoking Policy

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

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.

TIAA Charlotte, North Carolina, USA Office

8500 Andrew Carnegie Blvd, Charlotte, NC, United States, 28262

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