Western Alliance Bank jobs in New York, NY - 80 jobs

Job Title: Manager, Corporate Strategy & Planning What you'll do: This role is a key member of the Corporate Strategy & Planning team and will act as an internal strategic business partner & consultant to aid the executive team in developing technology-enabled business initiatives aligned to the Bank's Strategic Plan. This role will primarily support the bank's Specialty Escrow Deposit business lines (LOBs) with an emphasis on the bank's Digital Assets, HOA Banking, Juris Banking & other Specialty Escrow LOBs. This role will be partnered with one of the Bank's Chief Banking Officers, where you will be positioned at the crucial intersection of business, technology & industry to manage the development of expansion strategies for LOBs leading the bank's growth into the digital banking age. * Partners closely with the Corporate Strategy leadership team and line of business executives to support the development & execution of the bank-wide Strategic Plan utilizing data-informed business insights. * Aligned to one of the bank's Chief Banking Officers to support their strategic priorities for the Bank, develop their annual strategic plans, and proactively identify issues to help mitigate enterprise risks. * Partners with LOB Leaders to help identify, assess & lead strategy projects, gathered from the Strategic Planning process, to enhance business performance and drive shareholder value. * Serve as a Strategic Business Partner to the Head of Digital Assets to define & advance the bank's Digital Asset Strategy, maintaining a pulse on the evolving crypto industry to support aligning enterprise capabilities with market trends to shape the LOB Product Roadmap & deliver differentiated customer value. * Drive growth strategy by partnering with business units and technology teams to execute strategic initiatives for technology-enabled deposit solutions (HOA banking, Juris Banking & Corporate Trust). Serve as a key liaison to align priorities, identify critical investments, and accelerate business expansion. * Foster stakeholder relationships with Corporate Support Functions (Product, Risk, Marketing, HR, & Operations) to drive alignment and enhance business execution that drives growth efforts for the LOB leaders. * Gather market research and related analysis to define target markets around potential transactions for organic or inorganic growth opportunities based on evolving environment & industry landscape. * Supports the LOB's Quarterly Business Review meetings to ensure alignment of business initiatives, KPI's, KRIs, Execution Risk, Operational Plans, and financial planning towards the bank's Strategic Plan. * Provides advisory on relevant trends, emerging technologies & insights from the banking industry to ensure proper alignment of communication to deliver enterprise-wide business solutions. * Comfortable with a 10-15% travel schedule to attend offsite executive planning sessions and to attend various banking & industry aligned conferences to gather industry insights. What you'll need: * 6+ years of relevant experience through management consulting, strategy consulting, or internal strategic planning / corporate strategy within the Banking industry - MBA desired. * Experience driving large initiatives from framing the problem, conducting research / analysis to building the business & operational plans to drive Digital Asset, HOA Banking, & other Specialty Escrow strategies forward. * Practical expertise across payment rails (ACH, wires, SWIFT, RTP) integrating within the digital asset ecosystem * Experience creating & presenting executive level PowerPoint presentations for executive stakeholders while managing ambiguity throughout the creative process. * Experience with market intelligence data gathering tools such as S&P Global; various Govt & Global databases. * Entrepreneurial and proactive in identifying opportunities and solutions utilizing your strong business acumen and analytical problem-solving skills to help inform decision-making for senior leaders. * (A Plus) Familiarity with financial evaluations, corporate finance / acquisition modeling, due diligence, and various valuation methodologies for organic and inorganic growth opportunities. Compensation: Salary range for new hires is generally $170,395.00 - $218,495.00 for New York, NY. Salary range for new hires is generally $159,745.00 - $202,478.00 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation

The Associate, Loan Administration role is responsible for supporting all investment activities performed by the group that occur before and after initial underwriting - assisting in portfolio management of existing holdings, reporting and other ad hoc activities. **Key Responsibilities and Duties** + Assist in ongoing management of existing portfolio holdings and participate in the closing and funding process of new investments across EIC strategies + Assist in maintaining information for investments and coordinating internal and external reporting requirements + Set up and maintain assets for various funds and co-investor portfolios in IMS (Charles River) and support Nuveen Operations in maintaining Wall Street Office + Liaise with investment team to identify portfolio-related issues and communicate these to the portfolio management team + Support deal teams in preparing and finalizing closing documentation, ensuring accuracy and completeness and compliance with internal procedures + Facilitate initial and delayed draw process across investment team, Nuveen Operations, administrative agent, and investor custodian / administrator + Support the deal teams in execution of portfolio company's amendment/requests + Liaise with administrative agents and other administrative counterparties responsibilities for EIC investments, including the co-investment process + Responsible for liaising with Nuveen Operations to ensure reconciliation with admin agents, custodians, co-investors and other counterparties + Coordinate loan-level reporting for insurance clients such as the TIAA general account **Additional Responsibilities** **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **Career Level** 7IC **Required Qualifications** + Minimum 3+ years of investment management operations experience or bank loan agency/syndication experience. **Preferred Qualifications** + 5+ years of investment management operations experience or bank loan agency/syndication experience. + Bachelor's degree in finance, accounting, business, or economics. + Ability to collaborate with internal teams and external clients to achieve shared objectives. + Strong verbal and written communication skills. + Thrives in fast-paced environments where meeting deadlines are critical to success. + Meticulous attention to detail while managing multiple priorities, consistently following through on commitments and deliverables. + Demonstrated analytic skills, strong working knowledge of fundamental financial, accounting, business concepts, and a proactive interest in learning and mastering new concepts. + Strong Microsoft Excel skills and experience. + Experience with Bloomberg, performance systems, and other loan research and analysis tools. Related Skills Asset/Investment Modeling, Clean Energy Acumen, Collaboration, Detail-Oriented, Due Diligence, Financial Analysis, Infrastructure Investments, Negotiation, Prioritizes Effectively, Problem Solving, Stakeholder Engagement **Anticipated Posting End Date:** 2026-01-26 Base Pay Range: $117,000/yr - $140,000/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)

Your role We're looking for an FX Trader with expertise in Brazil FX and Rates to: * provide market making and risk management of Brazilian FX and rates products * strong understanding of the entire Emerging Market complex with a particular strength in LATAM (spot,forward,IRS) * process oriented open mindset with good understanding of technology and global markets. * strong analytical skills and an entrepreneurial mindset * strong and succinct communication skills both written and verbal. * strong client focus with the ability to support client requests and keep them up to date on key market developments * an understanding of the need to balance revenue generation while building a client franchise * experience of BRL onshore spot products Detailed salary information: * New York: the salary range for this role is $312500 to $350000 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 10 plus years of trading experience in Brazil FX and Rates * excellent knowledge of financial markets, instruments and strategies * adept communicator and collaborator, able to adapt style to audience * a passion for following market developments and understanding both current and anticipated trends * driven, with ability to thrive in an environment with a consistently professional manner 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.

Senior Information Technology Auditor New York City Hybrid Perform complex IT internal audits and audit related activities for the Bank including developing risk-based audit procedures, reviewing and analyzing evidence, documenting work processes and identifying and defining audit issues. Working both independently and as a member of a team to assist with timely completion of the audit plan. Primary Responsibilities Perform IT audits including pre and post implementation audits, operating systems, data center, disaster recovery, general and application controls audits, and integrated audits. Focus on at least one area of IT (e.g., cloud computing, disaster recovery, security, AI) to expand knowledge and specialize. Interview IT and business staff and review relevant documentation to identify significant process and technical risks, as well as governance issues. With minimal assistance, develop auditing procedures which identify risks and ensure appropriate level of review for IT control activities. With minimal assistance, document work performed along with supporting documentation. With minimal assistance, document audit findings; analyze and execute process improvement recommendations and performing initial preparation of audit reports. With minimal assistance, develop root cause observations, and present feasible recommendations to management addressing concerns and opportunities for improvement. Contribute to continuous auditing and monitoring activities focusing on at least one area of IT. Coordinate with others to improve data analysis and analytics. Execute/develop analytics to be used by the IAD team. Perform special projects as assigned. Develop and maintain a good knowledge of the Federal Housing Finance Agency Regulations and Bank standards. Adhere to the Internal Auditors Manual and comply with the Internal Audit Charter. Maintain a working knowledge of security concepts, technology operations, the development lifecycle, project and program management concepts, and corresponding controls. Maintain a working knowledge of various technologies (including, client server, local area network (LAN), UNIX, Linux, Sybase, Oracle, SQL, Windows, AWS). Assist external auditors and FHFA examiners in the performance of their duties. Participate in recruiting and on-boarding as needed. Serve as a project leader on the IAD's quality assurance review efforts. Keep informed on IT developments within the Bank and IT industry. Required Experience Minimum of 7 years of experience conducting IT audits, including internal and/or external audit engagements. Strong interpersonal skills including collaboration, critical thinking, analytical mindset, stakeholder and relationship management. Strong analytical skills (able to see the big picture and be risk focused). Strong Excel skills Data Analytics skills (Qlik or Tableau) strongly preferred Bachelor's degree in information systems, accounting, auditing, or finance required CISA or CISM certification a plus. Salary Range - $130,000 - $145,000 The Federal Home Loan Bank of New York is committed to recruit, hire, develop, motivate, promote, retain, and compensate all applicants and employees in a nondiscriminatory manner without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a parent, disability, genetic information, military or veteran status, or any other characteristic protected by applicable law (including title VII of the Civil Rights Act of 1964).

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.

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.

New York (Hybrid) The Credit Risk Management team is responsible for recommending and implementing strategies for: identifying, assessing, measuring, monitoring, reporting, avoiding, transferring, mitigating and monitoring credit risk. Team also maintains the Bank's credit risk management policy and procedure documentation. The Credit Risk Business Analyst is responsible for analytical and support work within the Credit Risk Management and is responsible for maintaining internal database of confidential Safety and Soundness examinations. The Business Analyst will work closely with Primary Regulator offices to request and process most recent examinations as well as assist the team in special projects, data requests and additional management reporting relating to credit exposures and compliance with risk limits. The Credit Risk Management team is responsible for recommending and implementing strategies for: identifying, assessing, measuring, monitoring, reporting, avoiding, transferring, mitigating and monitoring credit risk. Team also maintains the Bank's credit risk management policy and procedure documentation. The Credit Risk Business Analyst is responsible for analytical and support work within the Credit Risk Management and is responsible for maintaining internal database of confidential Safety and Soundness examinations. The Business Analyst will work closely with Primary Regulator offices to request and process most recent examinations as well as assist the team in special projects, data requests and additional management reporting relating to credit exposures and compliance with risk limits. Responsibilities * Ordering and processing reports of examination (ROEs) from various member institutions and their regulatory agencies; including tracking the ROE order status, receipt, and payment. * Reviewing and summarizing various member and counterparty reports that are provided internally and to regulatory agencies. * Performing research including locating, summarizing and internally disseminating member news articles and enforcement actions. * Assisting Credit Risk Management staff with compiling various reports. * Assists the Credit Analysts with various projects that occur on a scheduled basis or as ad hoc requests. * Processing departmental vendor invoices, check requests and member billing. * Administers the Credit Risk Management Department compliance with the Bank's records retention requirements. * Complies with Bank policies and procedures, and applicable laws and regulations. Reports known or suspected violations of law, regulation, policy or procedure to appropriate levels of management. * Participate in maintaining a professional risk control environment that is conducted within risk limits, processes, and standards that are set for regulatory and operational risks of the Bank and as reviewed by the Auditors/Examiners. * Monitors and reports exposures relative to established limits to ensure compliance, notifying senior management of any breaches. * Prepare department materials for Credit and Collateral Risk Committee meetings, Board mailings and Special Data Requests due to the FHFA. Skills & Experience * Relevant work experience of 2 - 5 years. * Exposure to the design, development, and implementation of information technology systems. * Knowledge of the banking and insurance industry, NRSRO rating systems, and financial models. Understanding of domestic accounting rules, banking regulation, and financial markets. * Experience in Credit strongly preferred. * Analytical: Math/statistics strengths are required along with the ability to provide clear explanations to users, management, and other staff. * Financial knowledge: knowledge of financial instruments and financial institutions. * Software: MUST HAVE Very strong Excel skills including knowledge of lookups, pivot tables, data queries, and linked tables. Ability to construct flowcharts, pseudo-code, and/or actual macros of moderate complexity. Ability to build and update complex spreadsheets with a high degree of accuracy Ability to conceptualize processes and relate to others who may write the actual code. * Familiar working with Databases and Database Management Tools, including proficiency running SQL queries. * The candidate will also need to track various issues during the period they are investigating as well as resolve and provide management with regular reports on the status. * Strong interpersonal skills * Bachelor's Degree required. MBA or MS degree in Finance or Economics preferred. Education: MBA/MS/BA/BS in Finance, Economics, Accounting or similar field. Salary range: $100,000 - $115,000 The Federal Home Loan Bank of New York is committed to recruit, hire, develop, motivate, promote, retain, and compensate all applicants and employees in a nondiscriminatory manner without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a parent, disability, genetic information, military or veteran status, or any other characteristic protected by applicable law (including title VII of the Civil Rights Act of 1964).

Your role Do you enjoy working in a fast-paced and dynamic environment? Are you excited to solve problems by asking questions, connecting dots, and constantly learning? Are you organized with an eye for detail? We're looking for highly driven, analytical, forward-thinking, creative problem solver to join our Americas Financing COO team to support, implement, and help manage risks to the Global Markets Financing business. The responsibilities include (but are not limited to): * partnering with front office stakeholders both locally and globally to manage the implementation of key projects and initiatives, including business driven changes to transform our Trading and Sales functions * developing an in-depth understanding of the business (e.g. products, front to back flows, revenues, costs, personnel, strategic plan, initiatives, etc.). * managing relationships with Technology, Operations, Compliance, Finance and Legal to drive efficiencies across the business * work closely with your team members to implement an effective risk framework for the Americas Financing business * monitor, analyze and presentation of financial performance * partner with senior business heads to understand and address critical business requirements, help define the regional strategies and drive and implement new business initiatives * identify, evaluate, and mitigate risks, adhering to regulatory and operational risk standards through completing deep-dives and ad-hoc projects * managing the Business Management portfolio, including strategic projects, front to back controls, regulatory initiatives and analyzing and resolving business issues * independent leadership of special projects while operating with a high degree of autonomy and accountability * responsible for managing day to day BAU activities: problem solving, trouble shooting, issue management, communication, etc. with the business Detailed salary information: * New York: the salary range for this role is $96250 to $108750 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 * relevant experience includes but is not limited to business management, COO, management consulting, etc. * consensus building and partnership approach with a high degree of collaboration across teams globally (comfortable working and networking across diverse businesses and personalities) * have a capacity to understand new processes and quickly evaluate issues in order to prioritize work and design solutions to benefit the business * comfortable working both independently and in a collaborative environment; manage multiple priorities, and ensure completion of deliverables in timely fashion * analytical and capable of presenting and interpreting information to support your decision making; ability to synthesize qualitative and quantitative data effectively for delivery to management * have strong communication (oral and written), presentation and interpersonal skills to liaise with members of the organization at all levels; excellent analytical and presentation skills; proficiency in Excel and Power Point * organized, and logical thought process in which they can adopt systematic approach to resolve problems 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.

Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an exciting and challenging opportunity to partner with Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families. An Associate will: Collaborate and network with senior professionals throughout the firm to fuel career success Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation Build relationships with clients and prospective clients to understand and support all aspects of their servicing needs Strive to provide a world-class level of customer service and support Our Comprehensive Development Program Associates will participate in a robust and comprehensive training program - The Associate Development Program (ADP). After years of heavy financial investment and input from industry leaders, ADP is a one-of-a-kind opportunity. The Program is designed to build a foundation of investment knowledge and develop the quantitative and qualitative skills needed to achieve long-term stability and success, regardless of your incoming background. Components of the Associate Development Project (ADP) Include: In-depth industry training on proprietary investments, services, policies and procedures Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies A focus on client service excellence, partnership and sales training in order to provide an exceptional client experience Behavioral training geared toward the development of communication, leadership, and other professional skills Career management, one-on-one coaching, and specialized skills training to achieve success beyond the Associate role Associates have a myriad of opportunities to continue their career with us as a client service professional or in areas including Leadership, Wealth Strategies, Investment Strategies, and building their own business as an Advisor. We take all of our Associates' development seriously, and we focus on understanding each individual's strengths and aspirations, personalizing a roadmap with the success of each team member in mind. As Associates progress in the role, and as milestones are achieved and core competencies are exhibited (typically over the course of ~3 years), we celebrate the opportunity to advance team members on to other exciting opportunities at Bernstein Private Wealth Management. Job Qualifications We Are Seeking: People who possess strong analytical and communication skills (both written and verbal) and an ability to build relationships Accomplished team players who thrive in a rigorous and challenging environment Individuals who are client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere Individuals who have a bachelor's degree with excellence in academics and strong leadership experience Proficiency in Word and Excel are required Desired Qualifications 1-2 years client service experience, financial services industry experience a plus The Firm will sponsor required series exams, including SIE, Series 7, and Series 63, but candidates with licenses are a plus Company Overview Bernstein Private Wealth Management advises high-net-worth clients on planning for-and living with-the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients' values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with 4,400 employees across 51 locations in 25 countries and over $700 billion in assets under management. In accordance with Section 8-107(32) as set forth in the New York City Human Rights Law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $80,000 to $86,000 #BernsteinPWM Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria. Join us in pursuing insights that unlock opportunities. Learn more at ************************ To learn more about Our Purpose and What We Stand for, visit us at ************************/our-story/overview.html New York, New York

Your role Are you passionate about directly impacting the business by utilizing analytical and machine learning skills? Do you want to play a key role in mining large datasets, build advanced statistical models to generate meaningful and actionable insights, improve decision making, optimize the business process, and help address business problems? We are looking for a NLP Data Scientist: * Contribute to end-to-end model development and deployment, adhering to best practices for software engineering and reproducible research * Develop and maintain LLM evaluation tooling to track model performance, reliability and consistency across a variety of metrics throughout the development and deployment lifecycle * Communicate technical concepts to both technical and non-technical audiences 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 higher in Machine Learning, Computer Science, Computational Linguistics or other relevant technical field * Extensive practical experience with techniques from natural language processing, machine learning, deep learning, and prompt engineering * Demonstrated proficiency in Python, especially in the following frameworks and libraries: PyTorch, transformers, LangChain, openai, spa Cy * Experience developing information retrieval and search solutions * Hands-on experience working with Large Language Model APIs like Azure OpenAI, Anthropic etc. * Extensive practical experience with version control and software engineering best practices * Experience working with cloud ecosystems like Azure, AWS, GCP, Databricks etc. * Strong written and verbal communication skills, with the ability to present complex ideas to both technical and non-technical audiences. 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 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.

Churchill Asset Management is seeking an experienced corporate finance transactional attorney to represent Churchill and its affiliated entities and managed accounts as lenders and investors in connection with the structuring and closing of senior lending transactions, with or without a related non-control equity investment. Transactions include both first lien senior secured and alternative credit transactions. The candidate will also have an opportunity to work on both junior secured and unsecured transactions from time to time in connection with the portfolio. The position reports into Churchill's Deputy General Counsel, who oversees the senior lending transactional legal group. **Key Responsibilities and Duties** + Liaise with and oversee external counsel in the structuring, documentation and closing of financing transactions in the sponsor-backed middle market, with a particular focus on senior secured financings. + Collaborate with other members of the Churchill's transactional legal group regarding developments in the financing markets and coverage of overflow transactions. + Provide advice and counsel regarding regulatory issues arising out of financing and portfolio management activity in the private equity-backed direct lending asset class generally, with a particular focus on senior lending finance activity. + Ad hoc projects, as necessary. **Additional Requirements** + Familiarity with key lender structural and covenant protections in the traditional middle market financing space. + Assertiveness - the ideal candidate will have the ability to integrate quickly into a dynamic team environment, collaborate closely with business partners from the front office, operations, fund administration and tax groups, while also being able to work independently when necessary to ensure transaction timeline expectations are met. + Experience with business development companies and Investment Company Act issues is a plus. **Educational Requirements** + J.D. from accredited law school. **Work Experience** + Minimum 3 years of experience working in a law firm or asset manager working with direct lenders in the sponsor-backed market, particularly the core middle market. **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Salary Range:** $225,000 - $260,000 / 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:** 2026-01-15 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)

Your role Would you like to work in a fast-paced environment that presents opportunities to take on significant responsibility? We're looking for a Regulatory Affairs Counsel to: * Serve as the face of UBS's Investment Bank to its regulators in presenting our commitment to regulatory compliance and our strong culture of integrity and transparency * Coordinate and oversee regulatory examinations, inquiries, enforcement investigations and ad hoc requests from securities, swaps and futures regulators, partnering with various internal departments to gather required data, draft responses, negotiate resolutions and drive regulator-initiated remediation * Manage and oversee regulatory matters (inquiries, exams, investigations, enforcement matters and ad hoc requests) which will include regular interaction with regulatory personnel at NFA, CME, CFTC, SEC and FINRA and with UBS senior management and other groups throughout our firm * Build and maintain exemplary relationships with our Firm's regulators * Identify, organize and coordinate document productions including assessing responsiveness and ensuring information is presented in an accurate, complete and timely manner * Negotiate formal disciplinary actions, as needed * Represent firm personnel in "on-the-record" interviews conducted by regulators * Work closely with business and compliance personnel to formulate remedial actions and track/drive their implementation * Create and distribute internal reports relating to pending regulatory matters Detailed salary information: * Weehawken, Stamford, New York: the salary range for this role is $178000 to $233000 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 of experience in another broker-dealer, regulatory entity, or law firm practicing in investment banking regulatory matters * Significant experience with and understanding of equities, fixed income, swaps and futures rules and regulations, particularly those pertaining to trading activities and attendant regulatory reporting requirements * Strong organizational and project management skills, strong written and verbal communication skills, and the ability to multi-task * Ability to identify and escalate issues of potential regulatory risk in a timely and succinct manner * Ability to work in a high pressure environment, manage multiple matters with competing and important interests and adhere to strict deadlines * Proficient in Microsoft Word, Excel and PowerPoint * Possess a JD from a law school and license to practice law in New York, or ability to obtain appropriate licensure as in-house counsel 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 able to provide comprehensive business management support to the Global Group Heads of various investment banking industry groups? Can you work with stakeholders across a variety of tasks including: creating strategic analysis and reporting to facilitate business progression, drafting presentation materials that provide updates on the business performance, tracking the group's revenue performance and pipeline, and serving as a key point of contact for front office and support functions? Can you work closely group heads to help drive the communication of the business strategy, performance and priorities? We are looking for someone like you who can: * Support Global Banking's industry coverage and advisory Global Group Heads * Drive the strategic agenda and deliverables for Group Heads and Global Banking senior management * Prepare business reviews, weekly P&L and wallet reporting, sector analysis, executive client reviews, materials for offsites/all-hands, and team meeting agendas * Analyze industry stats and data for industry trends, competitive analytics, and areas of opportunity * Oversee data integrity (client priorities, Dealogic data, etc) for the group in the centralized client relationship manager * Identify areas of focus relative to our competition and overall market opportunities * Coordinate and driving all financial management including: annual budgets, quarterly/monthly forecasts, revenue reconciliation, pipeline oversight and projections * Assist with ongoing client management and onboarding including: account planning and account coverage reviews * Help manage the people agenda including: headcount planning, intensity and productivity reporting, group meetings and communications * Help conceive and execute group conferences / client marketing events * Build effective relationships and work closely with global colleagues (e.g. Chief of Staff, Finance, Risk and Controls, Compliance, etc). * Drive best practices and helping ensure adherence to firm policies * Project representation/ownership of broader business deliverables Detailed salary information: * New York: the salary range for this role is $168750 to $206250 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 or advanced degree in Business, Finance, Economics, or related field * Experience in Investment Banking, Business Management, or CFO/COO teams preferred * Strong Excel and PowerPoint skills; experience with dashboards and Dealogic a plus * Proven ability to deliver high-quality presentations and reporting * Strong analytical, organizational, and communication skills * Self-starter with sound judgment, integrity, and a proactive mindset * Comfortable making independent decisions and improving existing processes 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.

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)

**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. - Deeply curious with a demonstrated ability to uncover the needs of the client. - Giving and receiving constructive feedback are hallmarks of your character. - Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. - Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. - Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. - Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation. + Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills. + Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients. + Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions. + All licenses and registrations must be obtained within 120 days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Required:** + 2+ years of financial services experience. + Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. **Preferred:** + 3+ years of financial services experience. + Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-01-16 Base Pay Range: $62,500/yr - $87,500/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** 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)

**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:** 2026-01-24 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)

+ Perform quantitative and qualitative analysis to underwrite investment opportunities across PEJC. + Assist in the preparation of internal memoranda and other materials used to support investment recommendations and to communicate with internal constituents. + Assist with monitoring the performance of existing portfolio investments, including regular communication with private equity firms, management teams and third-party clients. + Develop and manage relationships with private equity firms and other intermediaries to generate investment deal flow. + Participate in due diligence meetings with sponsors and portfolio company executives. **Additional Requirements** + Capital markets structuring experience with a preference for a background in private equity, mezzanine finance, leveraged loans, equity research, secondaries, or M&A. + Demonstrated experience developing and using financial statement analysis and financial modeling. + Strong proficiency with Excel and PowerPoint required. + Strong knowledge of accounting and finance. + Excellent analytical, communication, and presentation skills. + Willingness to work hard in a team-oriented, performance-based environment. + A self-starter that requires limited oversight in the completion of individual projects. **Educational Requirements** + Bachelor's degree in relevant field. **Work Experience** + 1 - 4 years of relevant experience including a private equity fund, hedge fund, investment bank, consulting firm, or a related capital markets position. **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC **Salary Range:** $110,000 - $150,000 / annually Related Skills Analytical Skills, Business Development, Communication, Contract Management, Due Diligence, Financial Modeling, Investment Research/Analysis, Investor Relationship Management, Negotiation, Portfolio Construction, Portfolio Management, Private Equity Investments **Anticipated Posting End Date:** 2026-01-15 Base Pay Range: $155,000/yr - $217,000/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)