TIAA

Senior Analyst / Associate, Private Equity & Junior Capital

TIAA
Posted 10/19/2026full-timeUnited StatesSenior💰 $121,000 - $183,000 per yearWebsite
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Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in quantitative and qualitative analysis for investment opportunities, with strong capabilities in financial modeling and statement analysis. Proven ability to communicate effectively with stakeholders and manage relationships within the private equity sector.

Highest-signal resume keywords
Financial ModelingFinancial Statement AnalysisPrivate Equity ExperienceCapital Markets StructuringExcel Proficiency

About the role

Key responsibilities & impact
  • Perform quantitative and qualitative analysis to underwrite investment opportunities across private equity and junior capital
  • Prepare internal memoranda and other materials supporting investment recommendations and communicating with internal constituents
  • Monitor performance of existing portfolio investments
  • Communicate regularly 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

Requirements

What you’ll need
  • Bachelor’s degree in relevant field
  • 1–4 years of relevant experience including a private equity fund, hedge fund, investment bank, consulting firm, or related capital markets position
  • 2+ years of work experience required; 3+ years preferred
  • Capital markets structuring experience; preference for private equity, mezzanine finance, leveraged loans, equity research, secondaries, or M&A background
  • Demonstrated experience with financial statement analysis and financial modeling
  • Strong proficiency with Excel and PowerPoint
  • Strong knowledge of accounting and finance
  • Excellent analytical, communication, and presentation skills
  • Willingness to work hard in a team-oriented, performance-based environment
  • Self-starter requiring limited oversight
  • Sedentary work capability

Benefits

Comp & perks
  • Superior retirement program
  • Competitive health benefits
  • Wellness offerings
  • Work-life offerings
  • Incentive program linked to performance, which may include annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans
  • Meaningful learning experiences and development pathways
  • AI tools and future-focused skills development
  • Collaborative in-office work environment

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Quantitative AnalysisQualitative AnalysisInvestment RecommendationsDue DiligenceFinancial ModelingFinancial Statement AnalysisCapital Markets StructuringPrivate EquityMezzanine FinanceLeveraged Loans
Soft Skills
Analytical SkillsCommunication SkillsPresentation SkillsTeam-OrientedSelf-Starter
Tools & Technologies
ExcelPowerPoint
Industry Keywords
Private EquityHedge FundInvestment BankConsulting FirmCapital MarketsM&AEquity ResearchSecondaries