Edelman Financial Engines jobs in New York, NY - 183 jobs

Director, Financial Planning At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you! Responsibilities: * Serve the client's best interests, providing outstanding financial advice guidance * Effectively evaluate client situations and analyze their needs * Develop and present a compelling set of recommendations * Adept at building positive relationships with clients * Skilled at influencing clients to improve their financial well-being Requirements: * Direct client-facing experience in a fee-based wealth management or planning role * Results driven approach with a consistent track record to form relationships * Desire for role with base salary, performance-based compensation and growing earnings potential * Must possess an active Series 65 * Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment * A Clean U-4 * A Certified Financial Planner (CFP) or other certification is desired but not required Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. 2026 Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or *******************************. 1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025.

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity As the Institutional Financial Sub Advised and OCIO's salesperson you will be responsible for coverage of the investment plans in your region. This role will work closely with the institutional team including consultant relations, client service, client strategy and marketing teams as well as colleagues in investments including Client/ Portfolio Managers and other Investment team members of Janus Henderson. Primary responsibilities include creation & execution of a North America (US & Canada) channel to market strategy with a focus on growing the business and managing critical new clients. You will: + Develop and manage prospective client relationships and attract new assets through a consultative approach. + Maintain a high level of activity and be actively involved in presentations to prospective investors and the follow-up necessary to give investors comfort regarding the firm's experience and capabilities across the firm. + Appropriate investor targeting from established relationships and managing the evaluation of potential client relationships. + Provide information and support to consultant relations and client relationship management teams and coordinate sales activities with members of product management and consultant relations teams to develop new business relationships. + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Significant experience in an institutional direct and consultative sales role at an investment management firm and be known for delivering and exceeding results against goal. + Experience with and contacts at financial (sub advised) and OCIO companies + Strong academic background, with a preference for an advanced degree such as an MBA or a professional certification such as the CFA. + FINRA Series 7 and 63 required. + Possesses broad knowledge of investment philosophies, processes, strategies and performance to demonstrate a credible, sophisticated depth of investment knowledge to clients and prospective clients. Nice to have skills + Able to develop deep relationships with key decision makers and senior client influencers, understand client issues and offer appropriate solutions. + Effective team player who can work in partnership with others at JHI to build and enhance JHI's reputation in the market Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $200,000-$215,000. This range is estimated for this role. Actual pay may be different. This position will be open through February 28th 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************. #LI-SW1 #LI-Hybrid Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

Your role Are you incredibly organized with an eye for detail? Do you have a high client service orientation and a high-risk awareness? We're looking for someone like that to: * deploy connections of e-trading platforms to external connectivity partners * conduct and support FIX certification and UAT testing to external clients * set up and maintain the entitlement on e-trading platforms for external clients * support e-trading connectivity for internal business lines and external partners * support transaction execution and notification processes for internal business lines and external clients * contribute to continuous improvement of processes and services Detailed salary information: * New York: the salary range for this role is $77000 to $96000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise You have: * proven experience in client service (ideally in e-banking); (ideally 3+ years experience) * knowledge of a broad range of asset classes, preferably FX Cash, FX Derivatives, Algorithm Trading, Rates & Credit, as well as front to back trade lifecycle knowledge; (ideally 3+ years experience) * good knowledge and working experience for FIX protocols; (ideally 3+ years experience) * good knowledge and working experience for network connectivity technology * experience of certification for FX, Rates & Credit and Algorithmic Trading products, familiar with major vendor trading platforms functionality of FX, Rates and Credit and Algorithmic Trading; (ideally 3+ years experience) * capability of analyzing and problem solving, able to work on products and processes of medium complexity * excellent communication skills, confident and able to clearly articulate complex and time sensitive solutions * additionally (better to have), experience of process automation and digitalization project You are: * a self-starter who can work well with minimal supervision (you can micromanage yourself) * a skilled written and verbal communicator * a dedicated team player with a can-do attitude * a sustainable self-development * a self-driven person in work efficient and process automation About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity + Expertly deliver practice management and leadership content to our clients, colleagues and partners in a compelling, entertaining and educational manner + Provide strategic and tactical support in identifying, designing, developing and executing practice management program/content, effective communication, sales strategy, teaming, and leadership programs + Provide input on practice management, teaming, and client service concepts that demonstrate the Firm's thought leadership in these areas + Enhance the business practices of financial intermediaries at client companies using the both the content described above as well as cutting edge content from external providers which includes executive teams as well as advisors + Provide coaching and training to sales staff on training content and delivery + Partner with Programs Marketing Group to create all program materials, including presentations, white papers, and follow-up materials while collaborating with field leadership soliciting their input + Identify program topics by analyzing industry trends, meeting with industry and academic thought leaders and evaluating suggestions from sales staff + Develop specific project plans, plans resources, and establishes project schedule to meet the needs of the specific business unit + Serve as SME for internal and outsourced white papers, programs for business unit(s) and contribute to promoting programs through articles, videos, and proactive contact with field teams + Perform ongoing business analysis of the industry, identifies trends and potential short- and long-term program needs + Research and select appropriate methods, materials, technologies, content, and resource delivery for each project + Manage relationships with certain program consultants, and oversees externally developed and administered materials and programs + Maintain methods for the evaluation of program effectiveness, measuring effectiveness in the field and coordinates efforts in continually improving practice management programs + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + 10 years' experience, with coaching, facilitation and or marketing in the financial services industry + Four years' experience developing training programs required + Bachelor's degree required + Expert facilitation and presentation skills with a variety of audience sizes, channels and topics + Competency in different coaching modalities and techniques with the expectation to earn your ACC certification through the ICF within 12 months + Proven ability to develop effective client presentations + Strong interpersonal skills and a strong desire and capability to forge relationships with sophisticated and accomplished financial advisors + Strong verbal and written communications skills + Ability to provide strategic as well as tactical input to projects, and to conceive how desired results drive design/ positioning as well as direct tactical execution of materials + Knowledge of learning methods and techniques for structuring programs and be creative, demonstrating ability to contribute to curriculum design + Familiarity with Kirkpatrick's four levels of assessment Nice to have skills + Master's degree, such as MBA, preferred + Graduate work in leadership training and coaching strongly preferred + Balances Self-Management with adherence to home office directives + Self-reflective, open to feedback and change + Strong computer skills, including MS Word, Excel, PowerPoint and Outlook + Knowledge of company products and the mutual fund/financial services industry, including financial markets and distribution of financial products Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $175,000 - $200,000. This range is estimated for this role. Actual pay may be different. This position will be open through February 28, 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. #LI-SW1 At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************. Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

Your role The Checking and Savings Client and Field Incentives Specialist will be part of the Deposits business team within UBS Wealth Management Banking Group assisting in overseeing deposits and money movement related to build and execution of UBS Bank USA (BUSA) Checking and Savings Accounts and UBS Financial Services Inc. Cash Management accounts. Key competencies and responsibilities include: * Assist the team in developing incentive design for clients and the field including Advisors and Bankers, balancing the need to be competitive vs regulatory and risk requirements and financial business case * Partner with internal teams to conduct market research to have an accurate and complete picture of the competitive landscape that can then be helpful to enhance the UBS offering. * Build and maintain financial models, forecasting and reporting around the incentives program. * Assist in front office communication and training on the deposit incentive design and updates. * Assist the team on critical projects as needed * Assist the team in testing and managing rollouts to clients and the field * Demonstrate: o Subject matter expertise in bank deposits. o Partnering and relationship building capabilities with the front office teams. o Ability to partner with large cross-sectional teams. o Proficiency with Microsoft Office applications with a specific focus on Excel and PowerPoint o Strong problem-solving skills and thinking out of the box to come up with creative solutions with a strong attention to detail. Detailed salary information: * Weehawken, New York: the salary range for this role is $140000 to $180000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Skills/ Qualifications (i.e. Years of experience, licenses, leadership skills): * Education - a university degree, MBA and/or ideally 10 years of experience * ideally 5+ years of banking focused on wealth client banking services, savings & deposits products * Deposit product knowledge and experience in a Bank * Excellent understanding of financials and trade-offs related to incentives * Works well with data analytics * Strong leadership, execution and collaboration skills About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity + Supports strategic growth of an asset class, region or client channel + Drives growth & business planning of pre-agreed products in region/channel in partnership with sales team and Client Portfolio Manager (CPM) owners + Understands investment process and macro content to drive growth across broad set of products + Servers as an asset class expert with technical skills, bringing Portfolio Construction Strategy (PCS) elements to the fore; and serve as an important aide to their Distribution partners + Works closely with CPMs and Product Specialists to refine product expertise and ensure awareness of product performance and drivers + Drive new sales through extensive travel in market + Significant client prospecting + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Business / Commercial Acumen - able to proactively develop clear objectives backed by data, understanding any problems that may prevent them being achieved and a way to overcome them + Executive Presence - able to interact with advisors and company executives at all levels + Client Skills - able to write and report for a variety of audiences, adapting key messages by client type, and presenting and communicating with clients clearly and confidently + Investment Knowledge - deep understanding of specific asset class and/or region, including the impact of macro environment + Data Assessment - able to use market data to inform business decisions and client communications + Partnership - able to partner with CPM, Product Specialists and Distribution teams, able to listen and communicate effectively for different audiences to build trust + Agility - able to respond effectively to changing environments, and proactively find ways to provide innovative solutions for clients and teams + Travel - role will require substantial travel within markets which may be as much as 60% Nice to have skills + CFA or CIMA preferred Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $190,000-$200,000. This range is estimated for this role. Actual pay may be different. This position will be open through February 28, 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-SW1 #LI-Hybrid Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

+ Liaise with and oversee external counsel in the structuring, documentation and closing of new products + Collaborate with the General Counsel and business partners in the Product, Accounting, Operations, and Investor Relations teams in connection with new product strategy and development + Provide advice and counsel regarding regulatory issues in the private funds space, including those impacting private capital strategies **Additional Requirements:** + Experience or familiarity with underlying asset classes in which we specialize is ideal + Hands-on and detail-oriented, and able to work in a fast-paced environment + Ability to combine substantive knowledge and experience with a practical approach designed to meet commercial objectives + Ability to be comfortable working in a highly collaborative environment and contribute to new business initiatives and structures **Educational Requirements** + J.D. from accredited law school. **Work Experience** + Minimum 5 years' experience working in a law firm or asset manager working with private funds and direct lending or private equity strategies **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Salary Range:** $190,000 - $250,000 / annually Related Skills Accountability, Adaptability, Communication, Digital Savviness, Influence, Legal Collaboration / Consensus Building, Legal Counsel Expertise / Advisory, Legal Negotiation / Contract Management, Legal Risk Management, Legal Writing, Problem Solving, Relationship Management **Anticipated Posting End Date:** 2026-01-31 Base Pay Range: $136,000/yr - $275,000/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 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** Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. With over $52 billion of committed capital, we provide first lien, unitranche, second lien and mezzanine debt, in addition to equity co-investments, secondary solutions and private equity fund commitments. Churchill has a long history of disciplined investing across multiple economic cycles and our unique origination strategy and investment approach are driven by nearly 200 professionals in New York, Charlotte, Chicago, Dallas and Los Angeles. To learn more, visit ******************* . **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: accessibility.support@tiaa.org **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 (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **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 (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure. Key Responsibilities Behavioral Modeling & Forecasting + Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans. + Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors. + Conduct scenario and stress testing to assess portfolio resilience under varying market conditions. Portfolio Analytics & Structuring + Perform levered cash flow modeling for whole loan pools and securitization structures. + Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models. + Support portfolio managers in trade structuring, hedging strategies, and P&L attribution. Data Management & Integration + Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows. + Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau. + Collaborate with technology teams to enhance automation and scalability of analytical processes. Risk & Performance Monitoring + Track portfolio performance against expectations and market benchmarks. + Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk). Market & Research + Track all recent whole loan market activity and color. + Stay current on mortgage market trends, regulatory developments, and investor behavior. + Contribute to research initiatives on borrower behavior, housing economics, and securitization structures. What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field). + Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency. + Technical Skills: + Proficiency in cash flow modeling and loan-level analytics. + Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms. + Strong programming skills in Python, R, or SQL for data manipulation and model development. + Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization. + Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures. + Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset. Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

Your role Interested in working in finance, specifically in banking, but not sure where to start? Do you want to work for a firm with a truly global footprint? We're looking for ambitious students to join our 2027 Summer Internship Program within the Global Banking Real Estate Finance Group. You'll get to: * explore Real Estate Finance while gaining both technical underwriting and capital markets experience * think with a credit-oriented mindset to evaluate new deal opportunities and conduct market research * gain hands-on experience by working on multiple transactions simultaneously and interact with CMBS investors * Prepare industry analyses for pitches * see first-hand how we provide market-leading solutions * execute live innovative deals that transform today's corporate landscape Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise We're looking for a candidate who: * is pursuing an undergraduate degree and expected to graduate between December 2027 and June 2028 and has a minimum cumulative 3.0 GPA * has a passion for financial markets and is a detail-oriented problem solver skilled in Microsoft Excel and PowerPoint * has values that align with ours: hard-working, trustworthy, dedicated, and collaborative * is a strategic thinker with strong communication skills * is motivated to work in a business with high demands and tight deadlines We're looking for someone who's curious and wants to thrive in a business that never stops moving. We welcome all majors, but it's important to have an interest in the financial industry. We want to see what makes you unique and discover what you can bring to our team. Perhaps you've organized a fundraising event or taken part in team sports? Or stepped out of your comfort zone to learn about a subject you found challenging? Let us know how your achievements match the skills we're after. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role We are seeking a proactive and detail-oriented leader to serve as a Mutual Funds Core Processing Specialist, responsible for guiding and overseeing the Mutual Fund Operations teams. This role is pivotal in ensuring operational excellence, resolving complex mutual fund and 529-related issues, and managing escalations with precision and care. Key Responsibilities: * Lead resolution of complex mutual fund and 529-related client issues, ensuring high-touch service delivery for top-tier advisor teams. * Manage and triage escalations from advisors and internal stakeholders, driving timely and effective resolution. * Investigate and resolve breaks and discrepancies, escalating as needed to maintain service continuity. * Oversee daily reconciliation of mutual fund positions and transactions at both the CUSIP and account level. * Provide oversight and guidance to offshore teams, ensuring adherence to SLAs, quality standards, and process documentation. * Facilitate cross-functional communication with operations, technology, and compliance teams to support reconciliation and issue resolution. * Engage with external parties such as fund companies, custodians, and counterparties to resolve inquiries and exceptions. * Support audits, internal controls, and process improvement initiatives related to reconciliation and transfer processes. * Document procedures and contribute to training materials for both onshore and offshore teams. Detailed salary information: * Weehawken: the salary range for this role is $90000 to $120000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Bachelor's degree in Finance, Accounting, Business, or related field. * ideally 5+ years of experience in an operations environment; knowledge of reconciliation, trade corrections, 529 plan processing, and/or ACAT processing is a plus. * Strong understanding of mutual fund products, CUSIP-level data, and account structures. * Experience working with offshore teams and managing cross-functional communication. * Excellent problem-solving, organizational, and interpersonal skills. * Ability to work independently and manage multiple priorities in a fast-paced environment. #LI-Multi About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

About the Company: MFS is ranked #79 on ENR's Top NYC Design Firm list and #16 Best Place to Work in NJ. MFS is an independent and innovative consulting engineering and construction management firm headquartered in South Plainfield, New Jersey. We share a total commitment to excellence both internally and externally. Externally, we offer clients expertise in site/civil, structural, geotechnical and foundation, survey, geotechnical drilling, and construction management services. Internally, we offer excellent benefit packages that include: Paid Vacation, Personal, and Holidays, 401K, Medical, Dental, Vision, Disability Insurance (long and short), Life Insurance, Training, and Tuition Reimbursement. To learn more, please visit us on the web at ********************* MFS is an EEO/AAP Employer. Job Description MFS, an innovative, dynamic engineering and surveying firm, looking for driven, career-minded individual to fill APM I or Senior Staff Engineer position in our Site/Civil division. Role: The successful candidate will assist with a wide range of projects with the energy, healthcare, education and government sectors. Some duties will include preparation of AutoCAD drawings, reports and technical specifications. Site design tasks will include city zoning analysis, site layout, site grading, storm sewer design, sanitary sewer design, water main design, project phasing and other site design components. This position requires work primarily out of South Plainfield, NJ office (Headquarters). Qualifications B.S. in Civil Engineering E.I.T. required Qualified to pursue Professional Engineering license (P.E.) within 2 to 3 years Minimum 5 years of relevant site/civil engineering design and permitting experience Experience with AutoCAD and intermediate knowledge of AutoCAD Civil 3D Intermediate knowledge of HydroCAD or other hydrologic modeling software Some project management experience Experience with NJ codes, ordinances, permitting standards, planning board and zoning board processes Proficient in MS Office Suite Ability to work with other engineers on multi-discipline teams Ability to manage time and workload effectively which includes planning, organizing and prioritizing with attention to detail Ability to communicate effectively with managers, clients, and contractors Excellent written and verbal communication as well as strong design skills Motivated and excited to grow with a small firm and the potential to advance with the company Driver's license and reliable means of transportation Background check Preferences: Some NYC site/civil engineering experience Some experience managing entry-level staff on projects Physical Requirements: Continually required to stand, walk, and sit Continually required to utilize hand and finger dexterity Continually required to talk or hear Continually required to utilize visual acuity to operate office equipment Occasionally required to bend, stoop, and kneel Occasionally required to lift and carry items less than 25 pounds Additional Information In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. Notice to Third Party Agencies: Please note that MFS, which is comprised of MFS Engineers and Surveyor, DPC, MFS Construction, LLC, MFS Consulting, LLC and MFS Consulting Engineers, CORP does not accept unsolicited resumes from recruiters, employment agencies, or staffing firms. Any unsolicited resumes, including those submitted to the HR Department or any job sourcing ad of MFS, in the form of an e-mail, fax, or mail will be deemed to be the property of MFS. In the event a recruiter or agency submits a candidate without a previously signed agreement and approved engagement request from MFS' HR Department, MFS reserves the unrestricted right to pursue and hire those candidate(s) without incurring any liability (financial or otherwise) to the recruiter, agency, and/or staffing firm.

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity The Head of Whole Loan Operations and Transaction Management will oversee and manage the entire lifecycle of loan transactions, from pre-transaction due diligence to final settlement and closure of acquisitions. This pivotal role serves as the primary internal coordinator for whole loan transactions, managing logistics and liaising with vendors and counterparties. Transaction Management: + Oversee all aspects of transaction workflow, ensuring seamless execution from initiation to settlement. + Act as the primary internal point of contact to coordinate processes and manage logistics with internal and external stakeholders. Vendor and Counterparty Coordination: + Manage relationships with third-party due diligence vendors, warehouse/repo counterparties, and securitization counterparties. + Organize and oversee due diligence activities, servicing transfers, loan document transfers, and operations between internal teams, vendors, servicers, and custodians. + Ensure compliance with transaction terms through effective management of bailee letters, custodial reports, exception reports, trust receipts, and other relevant documentation. + Coordinate with lending counterparties to ensure that pools comply with warehouse facility terms. + Maintain strong relationships with vendors to ensure high-quality service delivery. + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Capable of managing complex processes and relationships in a dynamic environment. + Proven track record in transaction management and residential whole loans. Nice to have skills + Highly organized and detail-oriented individual with strong communication skills Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses For those in scope of Knowledge & Competence (MiFID II) + Knowledge of financial markets, financial markets function and the impact of economic figures and national/regional/global events on markets + Understanding of issues relating to market abuse and anti-money laundering + Annual attestation Compensation information The base salary range for this position is $170,000 - $190,000. This range is estimated for this role. Actual pay may be different. This role will remain open until February 28, 2026. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

This position involves developing and maintaining backend systems for our equities portfolio management platform, which handles billions of dollars in client assets. The platform connects strategy generation, portfolio rebalancing, trade execution, and advisor-facing interfaces. You will build and maintain backend services that integrate with multiple data sources, external APIs, and internal microservices, contributing to the design and implementation of distributed system components. The role requires ensuring system reliability, performance, and data integrity across the platform while collaborating with cross-functional teams to deliver features that support business operations. The Software Engineer requires strong proficiency in Python, experience designing and implementing distributed systems, and understanding of API integration patterns and microservices architecture. You must be able to work effectively in a fast-paced environment where technical decisions have direct business impact. This role reports to the Brooklyn Investment Group Core Platform Team Lead. **Key Responsibilities and Duties** + Design, build, and maintain FastAPI-based backend services powering portfolio rebalancing, trade management, and advisor workflows + Integrate with multiple data stores including PostgreSQL databases and MongoDB/DocumentDB for different use cases - Build and optimize data pipelines connecting custodial data, security master databases, and real-time market data feeds + Develop and maintain AWS infrastructure using CDK, including ECS Fargate deployments and serverless components + Work alongside frontend engineers to design and implement RESTful APIs consumed by our Vue/Nuxt advisor portal, with opportunities to contribute frontend code + Implement monitoring, alerting, and observability using Datadog APM + Write comprehensive unit and integration tests to ensure system reliability **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **Career Level** 7IC **Required Qualifications** + 3+ years of professional Python software engineering experience **Preferred Qualifications** + 4-6 years of professional software engineering experience + Experience building production REST APIs with FastAPI, Flask, or Django + Solid understanding of relational databases (PostgreSQL) and document stores (MongoDB) + Experience with AWS services (ECS, Fargate, Lambda, S3, SQS/SNS) + Proficiency with Infrastructure-as-Code tools (AWS CDK, Terraform, or CloudFormation) + Experience with CI/CD pipelines and containerized deployments (Docker) + Familiarity with data validation libraries (Pydantic) and ORM tools (SQLAlchemy) + Experience with Python data libraries (Pandas, NumPy) for data transformation and analysis + Familiarity with real-time market data APIs (Polygon, Bloomberg, Reuters) + Experience with modern frontend frameworks (Vue.js, React) for full-stack collaboration + Understanding of financial concepts: portfolio management, trade execution, custodial operations + Experience with observability tools (Datadog, New Relic, or similar APM solutions) + Background in fintech, asset management, or trading systems + Experience with event-driven architectures and message queues **Anticipated Posting End Date:** 2026-01-31 Base Pay Range: $143,500/yr - $195,000/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 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: accessibility.support@tiaa.org **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 (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **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 (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Nuveen Green Capital (NGC) is a rapidly growing company with the goal of changing how our country's commercial real estate buildings produce and use energy. We finance commercial real estate new construction developments, substantial rehab projects, and retrofits of existing buildings with an innovative financing product called C-PACE (Commercial Property Assessed Clean Energy). Nuveen Green Capital is the nation's leading provider of C-PACE financing. C-PACE financing funds multi-million dollar energy, water, and resiliency measures within a commercial real estate project's construction budget and is paired with traditional construction, bridge, and permanent financing to complete a project's capital stack. C-PACE financing is attractively priced construction-to-permanent financing that is growing in popularity among real estate developers and property owners. The Senior Associate, Transaction Management is responsible for assisting in identifying investment opportunities via C-PACE lending secured by all real estate product types. Working with senior originations team members, the Senior Associate, Transaction Management plays a critical role in all aspects of loan origination, transaction management, and underwriting. The role supports the analysis and execution for originating new C-PACE investments on behalf of Nuveen Green Capital investors. The Sr. Associate, Transaction Management will benefit from rapid on-the-job learning, unparalleled strategic input, access to company executives and tremendous growth potential. **Key Responsibilities and Duties** Underwriting - Preparing term sheets for early-stage deals and assisting with presentation materials when needed. - Perform loan underwriting in support of senior debt originations team members through building financial models, conducting financial and credit analysis of properties, reviewing markets, underwriting borrowers, writing internal investment memoranda, assisting in internal and external processes, and conducting other key diligence. - Prepare credit committee memoranda, term sheets, and other associated documents. - Perform ongoing market and property-specific research. Transaction Management - Execute on a diverse pipeline of C-PACE projects of various complexity, triaging and prioritizing the most impactful next steps for the overall pipeline. - Communicate internally with originations, credit, legal, and asset management teams - Lead externally with clients and partners to keep the deal team on track for key milestones and closing. - Support relationships with developers and third-party capital providers. - Go above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting Nuveen Green Capital's mission to be the Lender of Choice for our clients and partners. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required Qualifications:** + Minimum of 3+ years of Commercial Real Estate (CRE) underwriting experience **Preferred Qualifications:** + 5+ years of Commercial Real Estate (CRE) experience + 1+ year of CRE construction and/or development underwriting + Demonstrated interest in sustainability and/or clean energy deployment Related Skills Accountability, Adaptability, Clean Energy Acumen, Collaboration, Commercial Mindset, Consultative Communication, Continuous Improvement Mindset, Executive Presence, Prioritizes Effectively, Stakeholder Engagement **Anticipated Posting End Date:** 2026-01-30 Base Pay Range: $106,000/yr - $148,000/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 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: accessibility.support@tiaa.org **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 (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **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 (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

Join Fidelity Private Shares and become a key part of the team that is tackling the real-world complexity of back-office operations for venture capital fund administration. We are building a platform to deliver seamless, accurate, and expert fund administration services that empower our VC clients to focus on what they do best: investing. The Role Fidelity is seeking a Vice President of Accounting to help define a new product offering and serve VC clients in their fund accounting and administration. The ideal candidate will have a start-up mentality with an interest in building a digital-forward solution for fund administration, an expertise in VC Fund Accounting with excellent client engagement. You'll be responsible for a range of fund administration activities, including: * Complete accounting activities for funds of venture capital clients. This is inclusive of close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles. * Lead and manage client engagements, acting as the primary point of contact for clients, and ensuring high-quality service delivery. * Consult on the innovation of building a new, digital-forward solution for fund administration, showcasing a start-up mentality and experience in working closely with product development. The Expertise and Skills You Bring * 8-12+ years of fund accounting experience in venture capital. Experience working at a fund administrator is required * Deep venture capital industry experience and a strong background in partnership accounting. * Experience with Limited Partnership Agreements and LLC Operating Agreements including interpretations of key LPA provisions and applications in practice. Experience and understanding of traditional close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles. * A deep understanding of US GAAP and the calculations and related journal entries associated with key fund transactions including management fees, syndication costs, organization costs, fund expenses, investment transactions, and capital activity. * Proficiency and experience building financial statements and familiarity with common annual financial statement footnotes * An understanding of tax as to the annual K-1 reporting process and common deadlines. * Experience working in Allvue is a plus. * Possess strong client and relationship management skills to drive outcomes and meet customer needs * Operational mindset with a strong focus on building repeatable, scalable processes * Excellent written and verbal communications skills * Skilled at building relationships at all levels of the organization * Comfort with ambiguity; self-starter and entrepreneurial; inclusive attitude Note: Fidelity will not provide immigration sponsorship for this position. The Team We are Fidelity Labs, Fidelity Investments' in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve. Fidelity Labs is a dynamic workplace that combines the best parts of startup life-building from scratch, adapting quickly, and moon-shot ambition-with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at labs.fidelity.com. The base salary range for this position is $118,000-226,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Operations

Your role Are you calm and composed when faced with rapidly changing conditions? Do you know how to manage and motivate security teams? We're looking for a Physical Security Specialist to: * implement and maintain physical security standards and procedures * oversee security operations and contracted guard services staff at multiple locations * participate in response, assessment and resolution of security incidents and emergencies * facilitate emergency training and life/safety drills and coordinate AED program * conduct risk assessments and physical security surveys * participate in internal and external audits and reviews related to physical security programs * prepare reports and perform data analysis related to building access and other security metrics * travel as required Detailed salary information: * Weehawken: the salary range for this role is $98000 to $123000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Bachelor's degree preferred * ideally 5 years experience supporting or managing Physical Security programs * strong verbal and written communication skills * ability to collaborate, multi-task and work effectively in stressful situations to meet stringent deadlines * experience with video surveillance and physical security access control systems; good knowledge of CCure 9000 preferred * experience reviewing and updating security program documents, standards and procedures * knowledge of AI and other applications that can be leveraged to enhance physical security functions About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role Are you passionate about driving business growth through strategic sales and relationship-building? Do you excel at identifying opportunities and delivering solutions that meet client needs in a collaborative environment? Do you thrive in a collaborative environment, solving problems and delivering solutions? We're looking for someone who can build and maintain trustworthy relationships with Financial Advisor teams, Wealth Management branch personnel, and Banking and Lending partners. This role combines expertise in Deposits and Cash Management Solutions with Banking and Lending services, acting as a key connector between bankers, advisors, clients, and product teams. Client & Advisor Partnership Collaborate with Senior Wealth Management Bankers, Financial Advisors, and Field Leaders to advise clients on Deposits, Cash Management, Banking, and Lending Solutions. Integrate these solutions into onboarding and review processes. Foster strong relationships with key teams to incorporate Banking and Lending into their practices. Business Development & Engagement Partner with your Senior Wealth Management Banker(s) to engage your markets in Deposits, Banking and Lending. Profile client bases, identify and analyze business opportunities, and drive adoption of cash management and banking solutions. Maintain a pipeline of opportunities, leveraging analytics and lists (e.g., liquidity events, external transfers) to grow balances and revenue. Support Advisor team recruiting and prospective client inquiries. Product Expertise & Education Act as the subject matter expert for all inquiries related to Cash Management, Deposit Solutions, Banking, and Lending. Build awareness and understanding among Financial Advisors, support professionals, and field management through clear articulation of value propositions. Coordinate with internal partners, including the Banking Solutions Team, Lending Teams and Private Mortgage Bankers, to ensure sound sales execution. Operational Excellence Establish a reputation for client focus and executional excellence. Maintain strong connectivity with the field through branch visits, sales meetings, training sessions, video calls, and targeted communications. Collaborate with SWMBs, Digital Specialists, and other partners to deliver integrated solutions. Review and analyze mortgage and securities-backed lending pipelines, resolve issues impacting loan cycle time, and identify process improvements. Detailed salary information: * New York: the salary range for this role is $105000 to $130000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Bachelor's degree or equivalent experience. Experience in financial services, preferably in wealth management, supporting high-net-worth clients. Knowledge of securities-backed lending, mortgage banking, private banking products, and cash management solutions. Ability to manage multiple projects and priorities with strong organizational skills. Proactive approach and problem-solving abilities. Strong communication and presentation skills. Interest in client experience and effective interpersonal skills. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role Are you passionate about driving client success through strategic mutual fund solutions? Ready to lead collaborative efforts across internal and external stakeholders to optimize service and product delivery? Are you driven by a deep interest in investment product management, eager to shape and innovate our offering to meet evolving market demands? We're looking for someone like that who can help us: * Lead and direct the domestic and offshore mutual fund and money market fund business as the primary subject matter expert, providing strategic guidance to the Advisory Sales Desk, advisory program teams, Service Group, CIO, Advanced Planning, and other internal stakeholders. * Drive the resolution of complex trading and operational challenges * Foster strong relationships with internal partners, fund companies, and the field. * Strategically manage relationships with over 450 mutual fund providers, partnering with Legal to manage the contract lifecycle, including creation, negotiation and execution of distribution agreement * Develop and maintain marketing, disclosure, training, and educational materials, including managing internal and public website content. * Identify opportunities to increase product awareness among Financial Advisors and clients and explore new product offerings with fund partners to support business growth and CIO alignment. * Manage a suite of projects to enhance operational efficiency, improve the FA and client experience, and unlock revenue and cost saving opportunities. * Forge and cultivate key partnerships across the firm to develop deep expertise in platforms and product offerings, encompassing both traditional and non-traditional assets. * Monitor and analyze legislative, regulatory, and industry developments and lead the implementation of enhancements in collaboration with the Public Policy Office and internal control partners. Detailed salary information: * Weehawken: the salary range for this role is $85000 to $120000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Ideally 5+ years experience in the financial services industry, ideally with a focus on investment products and/or program management. * Deep and comprehensive knowledge of mutual funds and money market funds, including market trends, regulatory landscapes, and investment strategies. * Demonstrated expertise in investment product management, encompassing the entire product lifecycle from conceptualization to launch and ongoing management, with a focus on innovation and market differentiation. * Proven capability in complex contract management, including negotiation, execution, compliance, and optimization of financial and legal agreements. * Exceptional ability to manage strategic relationships with internal stakeholders, external partners, and FAs/clients to drive business growth and foster collaboration. * Outstanding communication, leadership, and interpersonal skills, with the ability to inspire, influence, and motivate teams towards achieving ambitious goals. * Demonstrated strong problem-solving and critical thinking skills, with a proven record of thriving in fast-paced environments and navigating complex challenges effectively. * Excellent verbal, written, and interpersonal skills, with a talent for clearly and persuasively articulating complex financial information and building strong relationships. * Series 7 and 66 licenses preferred; Bachelor's degree required, with an MBA or related advanced degree a plus. * Proficient in Excel, Powerpoint and big data aggregation and analysis * Familiarity with Morningstar Workstation is a plus About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

**Rotational Program - Nuveen Real Estate Real Assets** The Rotational Program - Nuveen Real Estate Real Assets participates in a comprehensive rotational program that combines senior leadership interaction and cross-business experience with real life situations and projects. This job work with financial services technology platforms and tools and will learn the techniques, disciplines and processes that deliver the highest quality results to our customers. Each rotation is designed to improve business knowledge and build an overall understanding of the company. This job is assigned a mentor who provides ongoing coaching and feedback. **Key Responsibilities and Duties** + Gains knowledge across various business functions to help discover which role fits best. + Develops skills and gains experience to ensure a successful career at TIAA. + Executes project activities by understanding objectives, meeting timelines and communicating results. + Assists in preparing information and research materials, including Powerpoint presentations. + Takes notes during meetings and provides to team members. + Researches and gathers documentation as directed by the colleagues. + Attends required trainings. + Shadows multiple office jobs and trains in a variety of function-related tasks. + Utilizes academic knowledge, skills and experience to apply tactics and strategies to solve real business challenges for a mission driven asset management organization. **Educational Requirements** + Bachelor's Degree Preferred **Work Experience** + No Experience Required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 5IC **COMPANY BACKGROUND** Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at ************** **POSITION** As an Analyst for Nuveen's Infrastructure private equity team focused on private equity infrastructure investments, your role will include supporting origination of new investments as well as portfolio management and surveillance activities across the firm's existing private equity investment portfolios such as infrastructure private equity funds, co-investments, direct equity, and preferred security investments. **RESPONSIBILITIES** + Assist in underwriting and management of direct equity and equity-like investments by working with senior deal team members to execute on due diligence including modeling and preparing investment committee materials. + Work with the team to assist in responding to external and internal business partners' request, preparing portfolio materials and presentations, assist various quantitative and qualitative analysis including sector and investment research and analysis. + Assist in screening and underwriting limited partnership commitments with external infrastructure fund managers; Underwriting include sector analysis, fund manager comparisons, track record assessment to ensure investments meet investment strategy criteria; Assist in underwriting co-investments across all infrastructure subsectors. + Perform quantitative and qualitative analysis on existing infrastructure portfolio. + Assist in portfolio activities including portfolio reviews, market research, rating agency analysis, sponsor evaluation, and investment modifications. + Assist in researching and analyzing both macro and portfolio trends to help drive investment goals and portfolio construction. This portfolio's multi-sector infrastructure strategy includes investments in transportation, transmission, renewable energy, storage, social infrastructure (campus energy, student housing, healthcare, etc.) and digital infrastructure (data centers, fiber optic networks, towers, DNS, etc.) + Work with senior team members to be responsive to internal business partners' requests to ensure all legal, compliance, and accounting requirements are met. + Prepare memoranda and other materials used to support investment and portfolio recommendations and to communicate with internal business partners and external clients. + Maintain investment performance databases and files. **QUALIFICATIONS** **_Required Experience_** + Bachelor's degree + One to two years of institutional investment and/or private equity infrastructure/project finance and valuation preferred **_Desired Experience_** + Strong MS Excel modeling skills + Knowledge and ongoing interest in, current trends, success factors, participants and industry terms in infrastructure and energy investment markets + Demonstrated aptitude for developing and using financial statement analysis and financial modeling + Strong knowledge of accounting and finance + Excellent verbal and written communication skills + Strong interpersonal skills + Willingness to work hard in a team-oriented, performance-based environments Related Skills Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management **Anticipated Posting End Date:** 2026-01-20 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** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need 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: accessibility.support@tiaa.org **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 (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **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 (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)