Description

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.

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.

Company Overview
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
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.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

See our full Equal Employment Opportunity & Non-Discrimination statement below. You can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Read more about your rights and view government notices here.



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