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TI

Transaction Analyst, Private Placements

TIAA
United Statesfull_timeVerifiedPosted 17 Jun 2025
💰 $90,000/yr($75,000/yr$90,000/yr)

About the role

Transaction Analyst, Private Fixed Income
The Transaction Analyst, Private Fixed Income role is responsible for supporting all transaction activities performed by the group that occur before and after initial underwriting – assisting in portfolio management of existing holdings, reporting and other ad hoc activities.  Private Fixed Income includes the Private Placements and Energy Infrastructure Credit (EIC) teams, which manage $70B+ in private debt investments across the credit spectrum for SMAs, private funds, and co-investments. The Transaction Analyst would primarily support Credit Tenant Loans (CTLs) within Private Placements, as well as EIC investments. 

Key Responsibilities and Duties

  • Assist in portfolio management of existing portfolio holdings and assist in the closing process of new transactions for the CTL and EIC teams

  • Assist with transaction related tasks for the CTL team, including constructing and modifying amortization schedules, analyzing annual operating budgets and reviewing and analyzing annual financial statements

  • Assist with administrative agent responsibilities for EIC investments, including the co-investment process

  • Support the deal teams in execution of portfolio company’s amendment/requests

  • Assist in maintaining information for investments and coordinating internal and external reporting requirements

  • Monitor borrower compliance with transaction specific obligations for existing transactions

  • Conduct portfolio level analysis

  • Work closely with Nuveen’s construction monitor on construction loan related issues

  • Prepare and ensure completion of all required transaction documents.

  • Assist with international compliance requirements on new investments

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • No Experience Required

Physical Requirements

  • Physical Requirements: Sedentary Work


Career Level
5IC

QUALIFICATIONS:

REQUIRED:

  • 1-3 years in finance or asset management background

PREFFERED:

  • Must be proficient in excel
  • Strong written and verbal communications
  • Strong analytical skills

Related Skills

Accountability, Asset Valuation, Capital Markets, Communication, Consultative Communication, Credit Analysis, Financial Markets, Investment Research/Analysis, Negotiation, Private Placement Investments, Underwriting

Anticipated Posting End Date:

2025-06-20

Base Pay Range: $75,000/yr - $90,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 

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Company Overview

Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com

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.

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Company

TIAA

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