Corporate Development Associate

Corporate Development Associate

The Corporate Development (M&A) team is responsible for helping TIAA's businesses achieve their growth objectives by creating a comprehensive corporate development strategy and executing M&A, divestments, partnerships / joint ventures and investments. The M&A team seeks an experienced professional to join the team as an Associate. The Associate will support the implementation of transactions, while working cross-functionally across the entire deal lifecycle, including sourcing, evaluation, bid underwriting and submission, due diligence, contract negotiations, and internal approvals. In addition, the Associate will support some of the planning, execution, separation, integration and organizational restructuring activities related to post acquisition initiatives.

Key Responsibilities and Duties

• Conduct comprehensive industry landscape analysis to identify themes and acquisition targets; effectively present findings to team leads.
• Collaborate with colleagues and internal clients, including supporting presentations to internal clients as part of the development of and evaluation of opportunities.
• Conduct rigorous financial analyses including development of operating models, valuation, returns and transaction financial impact analysis.
• Support and coordinate various aspects of due diligence, in partnership with cross-functional teams including business sponsors, finance, accounting, tax, product and distribution, risk, compliance, operations, IT along with external advisors.
• Support the external interactions during deal sourcing and negotiations, e.g., maintaining relationships with investment banks and other market participants, including founders.
• Support the preparation of executive-level presentations for the Executive Committee and the TIAA Board to garner approval and buy-in on new opportunities.
• Support post-acquisition integration across functions.

Educational Requirements

Bachelor's Degree or Equivalent Experience Required

Work Experience

5+ Years Required; 7+ Years Preferred

Physical Requirements

Sedentary Work

Career Level

8IC

Required Skills :

At least 5+ years of M&A execution experience in private equity, corporate development, investment banking or any other related roles with a preference for experience within the financial services industry. Experience with corporate strategy principles, financial statement analysis, financial modeling, financial and managerial accounting, and / or corporate finance

Preferred Qualifications :

Strong analytical and problem-solving skills and ability to be resourceful in complex situations High degree of comfort working in an unstructured environment that requires solving complex, open-ended issues with incomplete data and little direction High degree of endurance and flexibility to work through multiple iterations of work and quickly manage changing priorities and diverse subject matters Experience developing structured and logical presentations, and facilitating multi-party meetings; excellent communication and presentation skills, with the ability to translate quantitative and qualitative analyses into clear messages for the targeted audience Ability to deliver under pressure and provide informed responses to leadership in short timeframes Ability to handle sensitive information with utmost confidentiality Prior experience effectively managing relationships with executives, multiple teams, complex processes, critical services, and cross-functional projects Experience working in a matrixed management structure, including an ability to influence and partner with business unit leaders and their team

Leadership Competencies

Unquestioned integrity and the highest ethical standards Appreciation and passion for the mission A commitment to a culture of excellence and client service A team orientation and collegial style Ability to coach, supervise, and lead analysts High degree of self-confidence, poise, maturity, discretion, diplomacy and empathy A sense of urgency, results orientation and thoughtful execution skills Outstanding communication skills and a diplomatic interpersonal manner

Related Skills Adaptability, Business Development, Consultative Communication, Data-Based Decision Making, Executive Presence, Financial Modeling, Market / Industry Dynamics, Relationship Management, Story Telling, Strategic Thinking

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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're 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 pathwaysbecause 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.

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.

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 : 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 .