Investment Analyst
Key Responsibilities and Duties
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.
Additional Requirements
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
Bachelor's degree in relevant field.
Work Experience
1 - 4 years of relevant experience including a private equity fund, hedge fund, investment bank, consulting firm, or a related capital markets position.
Physical Requirements
Sedentary Work
Career Level
6IC
Salary Range :
$110,000 - $150,000 / annually
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
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.
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 pathwaysbecause 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.
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 : accessibility.support@tiaa.org
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.
Associate Private Equity • New York, NY, US