Private Equity Impact Associate

Nuveen’s Private Equity Impact strategy focuses on two primary themes – Climate Mitigation & Adaptation and Inclusion & Affordability – that aim to drive an inclusive transition to a sustainable economy. The Private Equity Impact team aims to generate strong, risk-adjusted returns for its investors while concurrently achieving important social and environmental outcomes aligned with the United Nations Sustainable Development Goals, by investing in companies that drive efficiency, productivity, and scale in sustainable development for underserved people and the planet.

Nuveen’s Private Equity Impact team currently consists of nine dedicated team members, who are responsible for making direct private equity investments as both a minority investor in later-stage growth equity financings, as well as selectively as a control investor in lower-middle market buyouts. The group’s investments are truly global in nature, with a portfolio currently comprised of companies in both emerging and developed markets. In addition to its primary focus on direct investments, the team also manages a targeted private equity fund investment program on behalf of TIAA.

The Associate role is designed for a self-motivated, ambitious and intellectually curious individual who is eager to learn and optimistic about the role that private equity can play in addressing some of society’s broader challenges. The Associate will be involved in all aspects of the investment process, including financial modeling, transaction sourcing, due diligence and valuation, structuring, documentation and portfolio company management. The team currently possesses a strong, cohesive and supportive culture that uses a collaborative approach towards investing and adding value to portfolio companies. This position will be based in our Charlotte or New York City office.

Key Responsibilities and Duties

• Participate in and support the investment process from opportunity identification through due diligence and deal closing
• Lead and support initial screen of new investment opportunities
• Conduct detailed industry and competitive market analysis
• Build and maintain detailed company financial models, as part of initial investment underwriting as well as ongoing company monitoring
• Prepare investment presentations and present investment opportunities to the Investment Committee
• Conduct ESG and Impact diligence and analysis
• Support ongoing portfolio company management and follow-on financings
• Manage internal reporting processes for the impact team (quarterly company reporting, valuation, etc.)

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
6IC

Required Qualifications:

• 2+ years’ experience in investment banking or strategy consulting at a top-tier firm

Preferred Qualifications:

• 3+ years’ experience in investment banking or strategy consulting at a top-tier firm
• Bachelor’s degree from a top-tier university, with a strong GPA and academic background
• Strong analytical and financial modeling skills
• Excellent oral and written communication skills
• Results driven, effective problem solver
• Collaborative team player, building partnerships with others to meet shared objectives
• Demonstrated interest in impact investing

Related Skills

Analytical Skills, Collaboration, Communication, Conflict Management, Continuous Improvement Mindset, Data Analysis, Detail-Oriented, Executive Presence, Impact Investing, Investment Research/Analysis, Market/Industry Dynamics, Opportunity Strategy, Portfolio Management, Private Equity Investments, Quantitative Analysis, Research Synthesization, Stakeholder Engagement, Story Telling

Anticipated Posting End Date:

2024-11-11

Base Pay Range: $112,500/yr. - $126,000/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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