Associate, Private Placements

Nuveen Services • Charlotte, NC

247d • $105,000 - $145,000

About The Position

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.

Requirements

• University (Degree) Preferred
• 2+ years of experience in private credit or project finance in infrastructure Required
• 3+ years of experience in private credit or project finance in infrastructure Preferred
• Experience in Bloomberg, Excel and Microsoft Suite
• University Degree in Finance, Accounting or related field
• MBA or CFA preferred

Responsibilities

• 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.

Benefits

• Comprehensive Total Rewards package
• Superior retirement program
• Highly competitive health, wellness and work life offerings

What This Job Offers

• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree