Valuation Sr Associate
2 months ago
The Valuation Senior Associate is responsible for valuing and reviewing valuations for select public and private fixed income and/or equity holdings. Under limited supervision, this job works independently on projects and processes related to one or multiple of the following portfolios: bonds, equities, commercial mortgages, commercial real estate, real assets, private equity and derivatives. This job also monitors third-party providers and pricing, along with consistently maintaining updated knowledge of market conditions and fundamentals.
Key Responsibilities and Duties
- Develops valuation models of private and public investment portfolio holdings while also monitoring and challenging third-party or General Partner valuations based on supporting data.
- Conducts and reviews variance analysis of portfolio valuations used to identify mass-priced holdings to determine the source and potential risk of variance, and to develop plans to address impact of variance in reporting.
- Prepares and delivers requested valuations and pricing solutions to internal clients, auditors and regulators while maintaining frequent communication with internal and external auditors in an effort to mitigate any potential risk facing the organization.
- Conducts independent research to develop and maintain a broad understanding of current and future macro and micro market conditions and market fundamentals that may impact pricing and valuations.
- Develops and updates processes and procedures that incorporate the required level of controls and reduce potential risk, while delivering well-supported valuations and credit losses as required for respective accounts.
- Determines an estimate of fair market pricing when third party pricing is unavailable or deemed unreasonable.
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- Physical Requirements: Sedentary Work
7IC
REQUIRED EXPERIENCE:
- 3+ years of experience with Valuations, Accounting (Financial Analysis, Income Statements or Balance Sheets) or Asset Management Required
PREFERRED EXPERIENCE:
- 5+ years of experience with Valuations, Accounting (Financial Analysis, Income Statements or Balance Sheets) or Asset Management Preferred
- Bachelor's degree in Accounting or Finance
- CFA accreditation or progress towards attaining the designation
- Experience working within a Financial Institution
- Private equity, renewable energy, or private company business valuation experience
- Experience with Asset Valuation and/or Asset/Investment Modeling
#LI-CS1
Related SkillsAccountability, Analytical Skills, Asset/Investment Modeling, Asset Valuation, Communication, Conflict Management, Critical Thinking, Due Diligence, Financial Markets, Market/Industry DynamicsAnticipated Posting End Date:
Base Pay Range: $84,000/yr. - $127,000/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, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at
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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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:
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 Nuveen residing in Europe and APAC, please click here.
-
Business Valuation Supervisor
1 week ago
Charlotte, North Carolina, United States O'Brien Associates Full timeOpportunity for the Role of Business Valuation Supervisor With O'Brien Associates, LLC Company OverviewFounded in 2014, O'Brien Associates boasts a team of managing directors with over a century of collective expertise. Our professionals have extensive experience in various domains of business valuation and advisory services, ensuring that we provide our...
-
Client Valuations Operations Analyst
3 weeks ago
Charlotte, North Carolina, United States Adecco US, Inc. Full timeAre you a detail-oriented individual with strong analytical and communication skills? Adecco is seeking a Client Valuations Operations Analyst to join our client's team in Charlotte, NC. This is a 10-month contract position offering a hybrid work schedule and competitive pay rate of $38.48/hour . As a Client Valuations Operations Analyst, you will play a...
-
Senior Associate
1 week ago
Charlotte, North Carolina, United States Selby Jennings Full timeSelby Jennings is seeking a Senior Associate to join a prominent private credit organization. This role is ideal for individuals looking to advance their careers in the dynamic field of private equity. The firm focuses on middle-market investments, typically ranging from $20 million to $200 million, with a specialization in the Technology, Media, and...
-
Private Equity Senior Associate
1 week ago
Charlotte, North Carolina, United States Selby Jennings Full timeSelby Jennings, a prominent player in the Private Equity sector, is seeking to enhance its team with a Senior Associate role. This position is crucial for our ongoing commitment to delivering exceptional value to our investors and portfolio entities. Our firm is focused on middle-market investments across diverse sectors, emphasizing growth, innovation, and...
-
2025 Investment Banking Associate I
1 week ago
Charlotte, North Carolina, United States Raymond James Full timePosition OverviewAs a key member of our dynamic team at Raymond James, the Investment Banking Analyst plays a crucial role in driving our financial strategies and initiatives.ResponsibilitiesBusiness Development: Analysts are tasked with crafting innovative business proposals that align with our strategic objectives.Financial Forecasting: Develop...
-
Sr Software Engineer
3 months ago
Charlotte, North Carolina, United States Lowe's Full timeJob SummaryThe primary purpose of this role is to translate business requirements and functional specifications into logical program designs and to deliver code modules, stable application systems, and software solutions. This includes developing, configuring, or modifying integrated business and/or enterprise application solutions within various computing...
-
Sr Software Engineer
1 month ago
Charlotte, North Carolina, United States Lowe's Inc. Full timeSr Software Engineer - Frontend100 W. Worthington AvenueLocation Lowe's Charlotte Technology Hub 3505Category TechnologyJob Id JR Job TypeFull timeDepartment Omnichannel Platforms Customer PromiseJob SummaryThe primary purpose of this role is to translate business requirements and functional specifications into logical program designs and to deliver code...
-
2025 Financial Analyst
1 week ago
Charlotte, North Carolina, United States Raymond James Full timeCompany OverviewRaymond James is one of the leading independent financial services firms in the United States, offering a platform for building a rewarding career.Our mission revolves around delivering reliable advice and customized, sophisticated strategies for both individuals and institutions. Headquartered in St. Petersburg, FL, Raymond James operates as...
-
Sr. Quantitative Analyst
2 months ago
Charlotte, North Carolina, United States Brighthouse Financial Full timeWhere you'll work:Our flexible, hybrid work model offers the option to work remotely or in the office.How you'll contribute: As a Senior Quantitative Analyst, you'll be responsible for multiple aspects of variable, structured and fixed annuity asset and liability management (ALM), including hedging, reporting, modeling, and sensitivity analysis.In this role,...
-
Charlotte, North Carolina, United States U.S. Bancorp Full timePosition Overview:As a Credit Analyst within our Commercial Real Estate Development Program, you will play a pivotal role in evaluating and managing credit risk associated with real estate projects. Your analytical skills will be essential in assessing financial statements, market conditions, and property valuations.Key Responsibilities:Conduct thorough...
-
AVP; Sr Asset Liability Analyst
1 month ago
Charlotte, North Carolina, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Investment Banking Analyst I
1 week ago
Charlotte, North Carolina, United States Raymond James Financial Incorporated Full timeRaymond James Overview As one of the leading independent financial services firms in the nation, we offer a platform for building a career that exceeds your aspirations. Our mission is to deliver reliable guidance and customized, sophisticated strategies for both individuals and institutions. Raymond James Financial operates as a diversified holding company,...
-
Investment Banking Analyst I
1 week ago
Charlotte, North Carolina, United States Raymond James Financial Incorporated Full timeRaymond James Overview As one of the leading independent financial services firms in the nation, we offer a platform for you to develop a career that exceeds your aspirations. Our mission is to deliver reliable guidance and customized, sophisticated strategies for both individuals and institutions. Raymond James Financial operates as a diversified holding...
-
Head of Asset Management
4 days ago
Charlotte, North Carolina, United States Sagard Holdings Full timeCompany OverviewSagard Real Estate operates as a premier investment advisor and operator in the real estate sector, delivering comprehensive investment management services across the United States. Our expertise encompasses acquisitions, asset oversight, development, and property management, ensuring optimal performance for our investors. With a robust...
-
Sr Accounting Manager
2 months ago
Charlotte, North Carolina, United States Truist Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...
-
Charlotte, North Carolina, United States Lowe's Inc. Full timeSr. Software Engineer – Web Technologies, Front End Engineer100 W. Worthington AvenueLocation Lowe's Charlotte Technology Hub 3505Category TechnologyJob Id JR Job TypeFull timeDepartment Stores ProThe Pro Selling group designs, builds and maintains applications that allow our store, contact center, and corporate associates to help Pro customers more...
-
Charlotte, North Carolina, United States Barings Full timeAbout the RoleBarings, a leading global investment management firm, is seeking a highly motivated and detail-oriented individual to join our team as a Portfolio Oversight and Management Support Associate. This role will provide regular daily and ad-hoc support to the investment team and institutional clients, ensuring the accuracy and integrity of our...
-
Global Operations Military Development Program
4 weeks ago
Charlotte, North Carolina, United States Bank of America Full timeJob Description:The Global Operations Military Development Program is designed to give our veteran leaders the opportunity to successfully leverage military experience and skills in our corporate environment. The program is designed to give associates the necessary tools to further manage their professional development, realize their future potential, and...
-
Senior Quantitative Analytics Consultant
1 week ago
Charlotte, North Carolina, United States Wells Fargo Full timeAbout this Position:Wells Fargo is looking for a Senior Quantitative Analytics Consultant. This role will be integrated within the Mortgage Model Development Center (MMDC), concentrating on advanced mathematical principles and programming techniques. The MMDC oversees all quantitative modeling associated with market and interest rate risk pertaining to the...
-
Charlotte, North Carolina, United States The Ladders Full timeCompany OverviewThe Ladders is a prominent global financial services firm committed to addressing the changing investment and capital requirements of our clients. Through proactive asset management and direct origination, we deliver innovative solutions and access to unique opportunities across public and private capital markets.Position SummaryWe are...