Senior Associate, Private Equity and High Yield Investments - Charlotte, NC


Company:: TIAA-CREF
(View company profile)
Location:: Charlotte, NC
Job Type:: Full Time
Category:: Investment Banking, Capital Markets

Yrs of Exp:: 5+ to 7 years
Posted:: 2/12/2013

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Job Description

Job Description

THE COMPANY

TIAA-CREF is a Fortune 100 financial services company that is America's leading retirement system for people who work in the academic, research, medical and cultural fields. The company manages $508 billion in combined assets under management on behalf of over 3.7 million people and more than 15,000 institutions. TIAA-CREF is headquartered in New York City, with major operations in Charlotte and Denver, Colorado, and some 65 offices nationwide. The company has a workforce of over 8,000 employees.

TIAA-CREF's retirement plans provide participating individuals and institutions with a range of options to help meet their financial needs. They include variable annuities, mutual funds, tax-deferred and after-tax annuities, IRAs and brokerage accounts, and investment advice that Forbes magazine calls the most comprehensive workplace advice. Two-thirds of TIAA-CREF's mutual funds and annuity accounts exceeded their Morningstar median over the past three and five years.

Scope

TIAA-CREF is seeking an analytically strong individual with a background in key alternative investment categories including private equity, mezzanine, and others. TIAA participates in these markets through limited partnership (fund) and direct investments. The candidate will also become actively involved in the ongoing management of an existing portfolio of alternative investments and assume day-to-day responsibility for several pre-existing fund relationships. Position is located in our Charlotte office.

Responsibilties:

Perform quantitative and qualitative analysis used in the underwriting of potential alternative investment opportunities.
Prepare internal memoranda and other materials used to support investment recommendations and to communicate with internal constituents.
Closely monitor the performance of existing portfolio investments, including regular communication with financial sponsors and management teams.
Develop and manage relationships with financial sponsors and other intermediaries to generate increased deal flow.
Evaluate market conditions in existing and potential new alternative investment categories.

Qualifications

Bachelor's degree in Finance or Accounting (CFA or MBA work a plus)
5 years of relevant experience including 3 years at a private equity fund, hedge fund, investment bank, or a related capital markets position.
Proven ability to drive multiple investment decisions in a time critical, transaction oriented environment.
Knowledge of, and ongoing interest in, current trends, success factors, participants and terms in private equity and related alternative investment markets.
Private equity and junior capital structuring experience.
Proficient in related legal documentation.
Demonstrated experience developing and using financial statement analysis and financial modeling.
Strong knowledge of accounting and finance
Excellent verbal and written communication skills.
Willingness to work hard in a team-oriented, performance based environment.
A self starter that requires limited oversight in the completion of individual projects