Sr Analyst / Associate, Private Equity & Junior Capital

TIAA • Charlotte, NC

7d • $121,000 - $183,000 • Onsite

About The Position

The Senior Analyst / Associate will perform quantitative and qualitative analysis to underwrite investment opportunities across Private Equity & Junior Capital (PEJC). The role supports investment recommendations by preparing internal memoranda and other materials, and helps communicate with internal constituents. It also involves monitoring existing portfolio investments through regular communication with private equity firms, management teams, and third-party clients. The position develops and manages relationships with private equity firms and other intermediaries to generate deal flow, and participates in due diligence meetings with sponsors and portfolio company executives.

Churchill, an investment-specialist affiliate of Nuveen, provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. Churchill offers first lien, unitranche, second lien and mezzanine debt, as well as equity co-investments, secondary solutions and private equity fund commitments. The role is within an organization that describes its culture as collaborative and in-office, with an emphasis on client service, integrity, teamwork, learning and development.

Requirements

• Bachelor’s degree in a relevant field.
• 1–4 years of relevant experience, including experience at a private equity fund, hedge fund, investment bank, consulting firm, or in a related capital markets position.
• Capital markets structuring experience; relevant backgrounds include 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.
• Strong knowledge of accounting and finance.
• Excellent analytical, communication, and presentation skills.
• Willingness to work hard in a team-oriented, performance-based environment.
• Self-starter who requires limited oversight in completing individual projects.

Nice To Haves

• Capital markets structuring experience in private equity, mezzanine finance, leveraged loans, equity research, secondaries, or M&A is preferred.
• Three or more years of work experience is preferred.

Responsibilities

• Perform quantitative and qualitative analysis to underwrite investment opportunities across PEJC.
• Assist in preparing internal memoranda and other materials supporting investment recommendations and communications 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.

Benefits

• Superior retirement program.
• Competitive health, wellness and work-life offerings.
• Compensation may include participation in an incentive program linked to performance, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level