Director, Private Infrastructure - Charlotte - TIAA

Description

As a Director for Private Infrastructure investments your role will be focused on leading deal team due diligence efforts in sourcing, approving and monitoring private fund and joint venture equity investments in transportation, power, digital, social infrastructure, conventional and renewable energy. Additionally, you will support the asset management of existing portfolio holdings including representing Nuveen on the board of portfolio companies and on LPACs.

Key Responsibilities and Duties

• Prepare for and attend sourcing, investment committee presentations, and monitoring & surveillance meetings
• Act as a deal lead on the due diligence process for new fund investments and co-investment opportunities. Direct deal teams of junior associates and analysts on relevant performance analysis, financial modeling and transaction structuring for co-investment opportunities. Drive legal documentation, negotiation and investment structuring.
• Source transactions through industry contacts and assess them through the investment funnel to adequately assess portfolio fit and team resource capacity.
• Perform quantitative and qualitative analysis for investments to share with external clients, internal business partners including portfolio managers, legal, and compliance.
• Portfolio activities include firm representation at investor board meetings and portfolio management reviews with the portfolio manager and external clients. Will engage in a variety of governance topics including annual budgets, business plans, financing and other capital raising discussions, company staffing needs including compensation, legal and compliance matters
• Work closely with senior staff in the research and analysis (including financial modeling through the investment life) on various infrastructure and energy related investments including macro and portfolio trends; These investments may include preferred equity and direct equity in energy transition assets (including power and transmission), transportation assets and digital infrastructure investments.
• Lead the underwriting and analysis for primary GP fund commitments and co-investments
• Work with internal business partners to ensure all legal, compliance, and accounting requirements are being met
• Prepare internal memoranda and other materials used to support investment and portfolio recommendations and to communicate with internal constituents and external clients
• Closely monitor and manage the performance of existing portfolio investments, including regular communication with management teams, investment partners, and financial sponsors
• Maintain investment performance databases and files
• Engage with internal and external business partners to stay on top of portfolio activities and drive value creation opportunities and downside protection for the portfolio

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

7IC

Required

• 3 + years of institutional private equity investment experience with an emphasis on direct joint ventures, GP fund commitments, and co-investments.
• Prior investment experience with infrastructure assets.

Preferred

• Bachelor's degree, MBA or CFA
• 8 + years of institutional private equity investment experience with an emphasis on direct joint ventures, GP fund commitments, and co-investments.
• Proven ability to drive multiple portfolio investment decisions in a time critical, asset oriented environment.
• Knowledgeable in current trends, success factors, industry participants and structure terms across the infrastructure and energy investmentmarkets.
• Demonstrated experience developing and using financial statement analysis and financial modeling.
• Strong knowledge of accounting and finance.
• Excellent verbal and written communication skills.
• Willingness to work hard in a team-oriented, performance-based environment.
• A self-starter that requires limited oversight in the completion of individual projects and managing deadlines.

Related Skills

• Asset/Investment Modeling
• Clean Energy Acumen
• Collaboration
• Detail-Oriented
• Due Diligence
• Financial Analysis
• Infrastructure Investments
• Negotiation
• Prioritizes Effectively
• Problem Solving
• Stakeholder Engagement

Anticipated Posting End Date

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).

Company Overview

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 the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit to learn more about us.

Our Culture of Impact

At TIAA, we're 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 that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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 Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices 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:

Email:

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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.

ForApplicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.