Key Responsibilities and Duties
- Market research and target qualification: Research and screen prospective wealth management partners (RIAs, independent broker-dealers, and family offices) to build a qualified pipeline of business development targets. This includes evaluating firm size, AUM, investment focus, and strategic fit to help prioritize outreach efforts.
- Strategist Briefs: Compile relevant research, news articles and private markets data in coordination with the Head of Research and Strategists to help educate the sales team.
- Executive Presentation Development: Build presentation materials for senior leadership on business development strategy, progress against targets, identified gaps, and market insights.
- Meeting Preparation & Support: Support strategists ahead of external meetings by preparing briefing materials, compiling background research on prospects, and pulling relevant data.
- Meeting Follow-Up & Documentation: Draft post-meeting recaps and summaries, and log relevant notes and next steps to track relationship progress and inform future strategy.
- Analytical Support: Contribute ad hoc analysis on target segments, competitive positioning, or channel trends to support broader business development discussions.
- Investor Relations Support: Perform various quantitative and qualitative analyses (performance and portfolio attribution, peer benchmarking, performance analytics) to support investor communications
- Peer analysis: Gather and synthesize market intelligence (peer/competitor portfolio analysis) to drive insights into investor collateral and communications
Requirements:
- Preferred candidate will be a rising Senior (Class of 2028) or rising Junior (Class of 2029) expected to graduate with a Bachelor’s Degree in Business Administration, Accounting, Finance
- Strong attention to detail; careful review of facts and figures, quick to identify errors, ensure consistency of information
- Superior Excel and PowerPoint skills, with demonstrated ability to express complex ideas in a clear and concise manner
- Outstanding interpersonal and written communication skills, effective and strong active listening skills
- Proven track record of success collaborating in a fast-paced, results driven team environment
- Innovative and creative thinker; ability to make connections among previously unrelated notions, ability to project how potential ideas may play out
Educational Requirements
- High School Preferred
Work Experience
- No Experience Required
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
2IC
Base Pay will be $30.00 per hour
Related SkillsAccountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship ManagementAnticipated Posting End Date:
2026-09-23Actual 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).
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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 www.churchillam.com.
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: (800) 842-2755
Email: [email protected]
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.
Skills Required
- Expected graduation with a Bachelor's Degree in Business Administration, Accounting, or Finance
- Rising junior or senior undergraduate student
- Strong attention to detail and ability to identify errors and maintain information consistency
- Superior Microsoft Excel skills
- Superior Microsoft PowerPoint skills
- Ability to communicate complex ideas clearly and concisely
- Outstanding interpersonal, written communication, and active listening skills
- Ability to collaborate effectively in a fast-paced, results-driven team environment
- Innovative and creative thinking with strong problem-solving ability
- No prior work experience required
- High school education
TIAA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TIAA and has not been reviewed or approved by TIAA.
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Retirement Support — Age-based company retirement contributions of 5% to 12.5% plus a 100% match on the first 3% to the 401(k) and a $750 annual Retirement Healthcare Savings Plan match stand out. Company contributions typically vest after three years, with excess/equalization provisions for higher earners.
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Parental & Family Support — Sixteen weeks of fully paid parental leave and eight weeks of paid caregiver leave are paired with adoption/surrogacy assistance, backup child/elder care, Milk Stork, tutoring, and other caregiving supports. Many benefits begin at hire and are positioned as robust relative to peers.
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Healthcare Strength — Multiple medical plan options (including HSA), dental with 100% preventive coverage, two vision options, life and disability insurance, FSAs, and wellness incentives are detailed. Programs such as fertility support via Progyny and midlife care broaden the offering.
TIAA Insights
What We Do
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. 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. And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.
Why Work With Us
TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.
