Nuveen, a TIAA company · 3 days ago
Associate, Loan Administration - Energy Infrastructure Credit (EIC)
Nuveen, a TIAA company, is a global investment leader managing public and private assets for clients. The Associate, Loan Administration role involves supporting investment activities, managing portfolio holdings, and ensuring compliance with reporting requirements.
Financial Services
Responsibilities
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
Qualification
Required
Minimum 3+ years of investment management operations experience or bank loan agency/syndication experience
Preferred
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
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
Nuveen, a TIAA company
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.
H1B Sponsorship
Nuveen, a TIAA company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (3)
2023 (10)
2022 (6)
2021 (8)
2020 (5)
Funding
Current Stage
Late StageTotal Funding
$1.52BKey Investors
Government Employees Pension Service
2025-10-23Debt Financing· $171M
2025-09-03Private Equity
2024-12-16Private Equity· $100M
Leadership Team
Recent News
2025-12-02
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