Associate, Loan Administration - Energy Infrastructure Credit; EIC

Overview

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.

• 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 counter parties 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 counter parties
• Coordinate loan-level reporting for insurance clients such as the TIAA general account

• University (Degree) Preferred

• 3+ Years Required; 5+ Years Preferred

7IC

• Minimum 3+ years of investment management operations experience or bank loan agency/syndication experience.

• 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.

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: $117,000/yr - $145,000/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 compensation package may include participation in an incentive program linked to performance.

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with reliability, access and foresight. Visit Nuveen’s website to learn more about us.

At TIAA, we are 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 to advance our mission. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We thrive in a collaborative environment where teams work across…