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Financial Analyst Nuveen Natural Capital (Viticulture)
Financial Analyst Nuveen Natural Capital (Viticulture)TIAA • Napa, California, USA
Financial Analyst Nuveen Natural Capital (Viticulture)

Financial Analyst Nuveen Natural Capital (Viticulture)

TIAA • Napa, California, USA
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Financial Associate Natural Capital

The Financial Associate will be responsible for certain day-to-day financial modeling and accounting functions as well as parent company bank and internal reporting. This role will also work closely with the groups that plays a crucial role in acquisitions and disposition as well as monthly quarterly and annual financial reporting to our parent company and banks. This role completes ad-hoc projects as required.

Key Responsibilities and Duties

  • Prepare and update acquisition and disposition models in Excel.
  • Generate property acquisition and disposition proposals for investment committee review.
  • Participate in property due diligence process.
  • Update portfolio level long term plans including revenue expense and capital plans
  • Prepare monthly quarterly and annual budget vs. actual reports
  • Prepare property appraisal profiles and interface with property appraisers
  • Assist with quarterly forecast and annual plan (quarterly)
  • Generate and analyze various reports from Yardi accounting system (as requested)
  • Preparation of presentation materials (as requested)

Educational Requirements

  • University (Degree) Preferred
  • Work Experience

  • No Experience Required
  • Physical Requirements

  • Physical Requirements : Sedentary Work
  • Career Level

    5IC

    Preferred Qualifications :

  • 2-3 years experience in financial analysis or related field
  • Bachelors degree in Accounting Finance or Business
  • Advanced Excel skills (pivot tables and charts lookups other advanced formulas)
  • Concise articulate and productive communication style
  • Strong organizational skills
  • Experience using Yardi accounting system
  • #LI-KD2

    Related Skills

    Business Development Client Relationship Management Collaboration Data Analysis Financial Modeling Investment Reporting Oversight Investments Market / Industry Dynamics Natural Capital Investments Nuveen Products / Services Acumen Relationship Management Story Telling

    Anticipated Posting End Date :

    Base Pay Range : $90000 / yr - $117000 / 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 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 worlds 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 to learn more about us.

    Our Culture of Impact

    At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows 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 Nuveens 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. Thats 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 :

    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 .

    ForApplicants of TIAA Global Capabilities click here .

    For Applicants of Nuveen residing in Europe and APAC please click here .

    Required Experience :

    IC

    Key Skills

    Cognos,Forecasting,Hyperion,Microsoft Access,Pivot tables,Accounting,Analysis Skills,Microsoft Excel,Financial Analysis,Financial Modeling,Budgeting,Financial Planning

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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