Company

NuveenSee more

addressAddressCharlotte, NC
type Form of workFull-Time
CategoryInformation Technology

Job description

Job Description

As a Director of Portfolio Management and Reporting for Nuveen's Private Infrastructure team, the Director position will focus on managing and reporting on a portfolio of existing private equity infrastructure investments as an individual contributor. Responsibilities include asset management activities for underlying fund commitments, coinvestments, and joint ventures as well as portfolio reporting and surveillance responsibilities across the firm's existing private equity infrastructure portfolio, The Director will review the financial accounting and prepare forecast materials for the TIAA General Account client, liaise with Nuveen and TIAA Risk Management and coordinate with business partners in Legal, Accounting, Finance, Tax and Operations.
Key Responsibilities and Duties
  • Assist in the oversight of existing private equity investments including responding to investor requests in coordination with internal business partners, prepare board materials and presentations, assist various business partners to address valuation, accounting, legal and compliance deliverables, and other quantitative and qualitative analysis on an ad-hoc basis.
  • Manage a portfolio of existing limited partnership commitments with external infrastructure fund managers; Portfolio management activities will include tracking existing LP commitments including forecasting unfunded commitments, analysis of underlying portfolio company investments by those GPs, and managing fund co-investments originated by the underwriting and acquisitions investment teams.
  • Manage and drive deliverables across Portfolio Management activities including existing investment performance reviews, market research, rating agency analysis, sponsor evaluation, and investment modifications.
  • Prepare market research and analyze both macro and portfolio trends (including modeling through the investment's lifecycle) of funds and coinvestments across sectors such as transportation, transmission, renewable energy, storage, social infrastructure (campus energy, student housing, municipal facilities, healthcare, etc.) and digital infrastructure (data centers, fiber optic networks, towers, DNS, etc.).
  • Work with internal business partners to ensure all legal, risk, compliance, and accounting requirements are met.
  • Prepare internal memoranda and other materials used to support investment ratings and portfolio recommendations used to communicate with internal business partners and external clients.
  • Closely monitor the performance of existing portfolio investments and manage regular communication with sponsors, investment partners, and banking intermediaries. This will include working with the Valuation Team on updates to investment appraisals and recommendations for changes in NAV and or impairments.
  • Work with senior deal team members on asset sales.
  • Maintain investment performance databases and files.

Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 3+ Years Required; 5+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
7IC
Required Qualifications:
  • 3+ years experience in institutional investment and/or private equity infrastructure or project finance
Desired Qualifications:
  • 5+ years experience in institutional investment and/or private equity infrastructure or project finance
  • Prior investment experience with infrastructure as an asset class
  • Valuation experience
  • Strong MS Excel modeling skills
  • Broad industry experience in power, transportation, renewable energy, etc.
  • Knowledge and ongoing interest in current trends, success factors, participants and industry terms in infrastructure and energy investment markets
  • Familiarity with project legal documents, service agreements, joint venture agreements, financing agreements, etc.
  • Experience developing and using financial statement analysis and financial modeling
  • Strong knowledge of accounting and finance

#LI-EL1
Related Skills
Asset/Investment Modeling, Clean Energy Acumen, Collaboration, Detail Oriented, Due Diligence, Financial Analysis, Infrastructure Investments, Negotiation, Prioritizes Effectively, Problem Solving, Stakeholder Engagement
Base Pay Range: $175,000/yr. - $200,000/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, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies.For more information about the firm please visit our website atwww.Nuveen.com
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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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
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 Nuveen residing in Europe and APAC, please click here.
For Applicants of Greenwood residing in Brazil (English), click here.
For Applicants of Greenwood residing in Brazil (Portuguese), click here.
For Applicants of Westchester residing in Brazil (English), click here.
For Applicants of Westchester residing in Brazil (Portuguese), click here.
Refer code: 7200297. Nuveen - The previous day - 2023-12-17 17:09

Nuveen

Charlotte, NC
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