Capital Solutions

Sr Investment Strategies, Private Equity & Infrst

The Senior Investment Strategist, Private Equity & Infrastructure job provides technical and analytic support for the design, development, and implementation of a product line or service. This job develops comprehensive wealth management (benefit plan services, philanthropic solutions, and asset management) solutions for affluent and high-net-worth clients. This job performs macroeconomic research and delivers optimized asset allocation strategies.

Key Responsibilities and Duties

• Gathers data and performs analytics related to private equity infrastructure investment and portfolio analysis.
• Conducts infrastructure research and analysis on private markets (equity and debt investments) and communicates analysis in written reports.
• Develops comprehensive portfolio solutions and creates strategic asset allocation models and tactical asset allocation recommendations.
• Identifies risk factors and relevant historical analysis that may affect the outlook of private equity and infrastructure investments.
• Monitors the competitive landscape for infrastructure investing trends and develops competitive intelligence that can support the investment strategy.
• Works closely with financial advisors and clients to understand the risks and benefits of private equity, private debt, and private real assets.

Educational Requirements

Work Experience

Physical Requirements

Career Level

8IC

Company Overview

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.

See our full Equal Employment Opportunity & Non-Discrimination statement below. 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 : accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke / free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.

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 .

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.

Read more about your rights and view government notices here .