Churchill Summer Internship, Investor Solutions Group - Wealth
About The Position
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.
Requirements
- Preferred candidate will be a rising Senior (Class of 2028) or rising Junior (Class of 2029) expected to graduate with a Bachelor’s Degree in Business Administration, Accounting, Finance
- Strong attention to detail; careful review of facts and figures, quick to identify errors, ensure consistency of information
- Superior Excel and PowerPoint skills, with demonstrated ability to express complex ideas in a clear and concise manner
- Outstanding interpersonal and written communication skills, effective and strong active listening skills
- Proven track record of success collaborating in a fast-paced, results driven team environment
- Innovative and creative thinker; ability to make connections among previously unrelated notions, ability to project how potential ideas may play out
Nice To Haves
- High School Preferred
Responsibilities
- Market research and target qualification: Research and screen prospective wealth management partners (RIAs, independent broker-dealers, and family offices) to build a qualified pipeline of business development targets. This includes evaluating firm size, AUM, investment focus, and strategic fit to help prioritize outreach efforts.
- Strategist Briefs: Compile relevant research, news articles and private markets data in coordination with the Head of Research and Strategists to help educate the sales team.
- Executive Presentation Development: Build presentation materials for senior leadership on business development strategy, progress against targets, identified gaps, and market insights.
- Meeting Preparation & Support: Support strategists ahead of external meetings by preparing briefing materials, compiling background research on prospects, and pulling relevant data.
- Meeting Follow-Up & Documentation: Draft post-meeting recaps and summaries, and log relevant notes and next steps to track relationship progress and inform future strategy.
- Analytical Support: Contribute ad hoc analysis on target segments, competitive positioning, or channel trends to support broader business development discussions.
- Investor Relations Support: Perform various quantitative and qualitative analyses (performance and portfolio attribution, peer benchmarking, performance analytics) to support investor communications
- Peer analysis: Gather and synthesize market intelligence (peer/competitor portfolio analysis) to drive insights into investor collateral and communications
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Career Level
Entry Level
