The Associate, Private Placements job supports financial advisory, debt underwriting, and the origination and execution of equity or debt private placements. This job provides analytical, financial modeling, structuring, research, and transaction support to senior investment professionals. Under moderate supervision, this job works with investment banking and corporate banking teams and discusses the private placement market with clients.
Key Responsibilities and Duties
- Conducts private placement market research and identifies anomalies and trends.
- Executes capital raising transactions for private companies and develops pitch materials to secure new business.
- Prepares valuations, writes memorandums for private placements, and participates in due diligence and drafting sessions.
- Provides reporting and analytics; tracks portfolio performance.
- Works closely with senior bankers to originate client engagements and provides advisory services.
- Supports a wide range of assets such as fixed income, equity, derivatives, and alternative investments.
- Works within a team to issue private placements and bank transactions consistent with the capital strategy.
- Builds relationships with management teams of portfolio companies and stays abreast of investment trends.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 2+ Years Required; 3+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
6IC
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.
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.
