Nuveen, a TIAA company · 8 hours ago
Associate, Private Placements Client Service & Reporting
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
$102K/yr - $143K/yr
2+ years expNuveen, a TIAA company, is a global investment leader managing public and private assets for clients around the world. The Associate, Private Placements Client Service and Reporting plays a key role in supporting 3rd party client service and business development activities, providing timely reporting and communications to clients while partnering with various teams to enhance client relationships and operational efficiency.
Financial Services
Responsibilities
Supports multiple 3rd party clients through providing ongoing communication, support and monitoring and ensures that client relationships are maintained at a high level through consistent, quality and timely communication
Prepares and ensures completion of all required reporting including valuation reports, investment guidelines compliance reports and quarterly reporting packages
Prepares quarterly invoices for 3rd party client accounts ensuring complete and accurate categorization of investments/fees and timely delivery to the client
Serves as a primary liaison with the RFP team, product teams and sales teams as it relates to new client opportunities and leading efforts to gather data and prepare answers in response to RFP requests and partner with RFP teams in delivering a cohesive message
Participates in client diligence calls to explain and answer questions about the business's support model
Partners with teams across the organization to onboard new private placements clients, ensuring alignment and operational readiness
Leads other ad hoc projects or initiatives for the private placements team as they arise partnering with individuals across the enterprise as needed, including system upgrades/integrations, and operational efficiency initiatives
Qualification
Required
2+ years of investment management, investor relations, client portfolio management or investment-related client service experience
Preferred
3+ years of investment management, investor relations, client portfolio management or investment-related client service experience
Asset management client service or investor relations
Fixed income investing or operations experience
Private fixed income exposure
Data analysis and reporting
Benefits
A 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.
1001-5000 employees
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
William Huffman
Chief Executive Officer
Bihag N. Patel
Vice President & Senior Research Analyst
Recent News
2026-02-02
Company data provided by crunchbase