Associate, Loan Administration - Energy Infrastructure Credit (EIC)

The Associate, Loan Administration role is responsible for supporting all investment 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.

Key Responsibilities and Duties

• Assist in ongoing management of existing portfolio holdings and participate in the closing and funding process of new investments across EIC strategies
• Assist in maintaining information for investments and coordinating internal and external reporting requirements
• Set up and maintain assets for various funds and co-investor portfolios in IMS (Charles River) and support Nuveen Operations in maintaining Wall Street Office
• Liaise with investment team to identify portfolio-related issues and communicate these to the portfolio management team
• Support deal teams in preparing and finalizing closing documentation, ensuring accuracy and completeness and compliance with internal procedures
• Facilitate initial and delayed draw process across investment team, Nuveen Operations, administrative agent, and investor custodian / administrator
• Support the deal teams in execution of portfolio company’s amendment/requests
• Liaise with administrative agents and other administrative counterparties responsibilities for EIC investments, including the co-investment process
• Responsible for liaising with Nuveen Operations to ensure reconciliation with admin agents, custodians, co-investors and other counterparties
• Coordinate loan-level reporting for insurance clients such as the TIAA general account

Additional Responsibilities

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Career Level
7IC

Required Qualifications

• Minimum 3+ years of investment management operations experience or bank loan agency/syndication experience.

Preferred Qualifications

• 5+ years of investment management operations experience or bank loan agency/syndication experience.
• Bachelor’s degree in finance, accounting, business, or economics.
• Ability to collaborate with internal teams and external clients to achieve shared objectives.
• Strong verbal and written communication skills.
• Thrives in fast-paced environments where meeting deadlines are critical to success. 
• Meticulous attention to detail while managing multiple priorities, consistently following through on commitments and deliverables.
• Demonstrated analytic skills, strong working knowledge of fundamental financial, accounting, business concepts, and a proactive interest in learning and mastering new concepts.
• Strong Microsoft Excel skills and experience.
• Experience with Bloomberg, performance systems, and other loan research and analysis tools.

Related Skills

Asset/Investment Modeling, Clean Energy Acumen, Collaboration, Detail-Oriented, Due Diligence, Financial Analysis, Infrastructure Investments, Negotiation, Prioritizes Effectively, Problem Solving, Stakeholder Engagement

Anticipated Posting End Date:

2026-03-06

Base Pay Range: $117,000/yr - $145,000/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 is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit