Corporate Development Senior Associate

Corporate Development Senior Associate
The Corporate Development (M&A) team is responsible for helping TIAA's businesses achieve their growth objectives by creating a comprehensive corporate development strategy and executing M&A, divestments, partnerships / joint ventures and investments. The M&A team seeks an experienced professional to join the team as a Senior Associate. The Senior Associate will support the implementation of transactions, while working cross-functionally across the entire deal lifecycle, including sourcing, evaluation, bid underwriting and submission, due diligence, contract negotiations, and internal approvals. In addition, the Senior Associate will manage some of the planning, execution, separation, integration and organizational restructuring activities related to post merger initiatives.

Key Responsibilities and Duties

• Conduct comprehensive industry landscape analysis to identify themes and acquisition targets; effectively present findings to team leads and senior management.
• Collaborate with colleagues and internal clients, including supporting presentations to internal clients as part of the development of and evaluation of opportunities.
• Conduct rigorous financial analyses including development of operating models, valuation, returns and transaction financial impact analysis.
• Lead and coordinate various aspects of due diligence, in partnership with cross-functional teams including business sponsors, finance, accounting, tax, product and distribution, risk, compliance, operations, IT along with external advisors.
• Support the external interactions during deal sourcing and negotiations, e.g., maintaining relationships with investment banks and other market participants, including founders.
• Lead in the preparation of executive-level presentations for the Executive Committee and the TIAA Board to garner approval and buy-in on new opportunities.
• Support post-acquisition integration across functions.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9IC

Required Skills:

• 5+ years of M&A execution experience in private equity, corporate development, investment banking or any other related role, with a preference for experience within the financial services industry
• Experience with corporate strategy principles, financial statement analysis, financial modeling, financial and managerial accounting, and/or corporate finance

Preferred Qualifications:

• 7+ years of M&A execution experience in private equity, corporate development, investment banking or any other related role, with a preference for experience within the financial services industry
• Strong analytical and problem-solving skills and ability to be resourceful in complex situations
• High degree of comfort working in an unstructured environment that requires solving complex, open- ended issues with incomplete data and little direction
• High degree of endurance and flexibility to work through multiple iterations of work and quickly manage changing priorities and diverse subject matters
• Experience developing structured and logical presentations, presenting to senior executives, and leading/facilitating multi-party meetings; excellent communication and presentation skills, with the ability to translate quantitative and qualitative analyses into clear messages for the targeted audience
• Ability to deliver under pressure and provide informed responses to leadership in short timeframes
• Ability to handle sensitive information with utmost confidentiality
• Prior experience effectively managing relationships with executives, multiple teams, complex processes, critical services, and cross-functional projects
• Experience working in a matrixed management structure, including an ability to influence and partner with business unit leaders and their team

Leadership Competencies:

• Unquestioned integrity and the highest ethical standards
• Appreciation and passion for the mission
• A commitment to a culture of excellence and client service
• A team orientation and collegial style
• Ability to coach, supervise, and lead junior members in the team
• High degree of self-confidence, poise, maturity, discretion, diplomacy and empathy
• A sense of urgency, results orientation and thoughtful execution skills
• Outstanding communication skills and a diplomatic interpersonal manner

Related Skills

Adaptability, Business Development, Consultative Communication, Data-