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TIAA

Sr Analyst / Associate, Private Equity & Junior Capital

Posted 5 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
110K-183K Annually
Senior level
Hybrid
Charlotte, NC, USA
110K-183K Annually
Senior level
Underwrite private equity and junior capital investment opportunities through quantitative and qualitative analysis, financial modeling, and due diligence. Prepare investment memoranda, monitor portfolio performance, communicate with sponsors and management teams, and develop relationships with private equity firms and intermediaries to generate deal flow. The role requires strong accounting, finance, analytical, communication, and presentation skills.
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Job Description

  • Perform quantitative and qualitative analysis to underwrite investment opportunities across PEJC
  • Assist in the preparation of internal memoranda and other materials used to support investment recommendations and to communicate with internal constituents
  • Assist with monitoring the performance of existing portfolio investments, including regular communication with private equity firms, management teams and third-party clients
  • Develop and manage relationships with private equity firms and other intermediaries to generate investment deal flow
  • Participate in due diligence meetings with sponsors and portfolio company executives

Key Responsibilities and Duties

  • Bachelor’s degree in relevant field
  • 1 - 4 years of relevant experience including a private equity fund, hedge fund, investment bank, consulting firm, or a related capital markets position
  • Capital markets structuring experience with a preference for a background in private equity, mezzanine finance, leveraged loans, equity research, secondaries, or M&A
  • Demonstrated experience developing and using financial statement analysis and financial modeling
  • Strong proficiency with Excel and PowerPoint required
  • Strong knowledge of accounting and finance
  • Excellent analytical, communication, and presentation skills
  • Willingness to work hard in a team-oriented, performance-based environment
  • A self-starter that requires limited oversight in the completion of individual projects

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 2+ Years Required; 3+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level
6IC


Base Salary Range: $110,000- $150,000

Related Skills

Analytical Skills, Business Development, Communication, Contract Management, Due Diligence, Financial Modeling, Investment Research/Analysis, Investor Relationship Management, Negotiation, Portfolio Construction, Portfolio Management, Private Equity Investments

Anticipated Posting End Date:

2026-11-09

Base Pay Range: $121,000/yr - $183,000/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

Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. With over $52 billion of committed capital, we provide first lien, unitranche, second lien and mezzanine debt, in addition to equity co-investments, secondary solutions and private equity fund commitments. Churchill has a long history of disciplined investing across multiple economic cycles and our unique origination strategy and investment approach are driven by nearly 200 professionals in New York, Charlotte, Chicago, Dallas and Los Angeles. To learn more, visit www.churchillam.com.

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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