TIAA

Associate, Private Placements Client Service & Reporting

TIAA(22 days ago)

United States, Charlotte, NCOnsiteFull TimeMedior$102,000 - $143,000Investment Management
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About this role

An Associate on the Private Placements Client Service & Reporting team supports third-party clients by delivering timely reporting, communications, and client monitoring in line with investment management agreements. The role also partners with internal teams on business development, RFP responses, and initiatives such as direct originations and ESG integration.

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Required Skills

  • Client Service
  • Reporting
  • Valuation
  • Invoicing
  • RFP Response
  • Communication
  • ESG Integration
  • Underwriting
  • Data Analysis
  • Financial Analysis

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Qualifications

  • University Degree Preferred
TIAA

About TIAA

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.

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