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Associate – CPACE Transaction Management

Associate – CPACE Transaction Management

CompanyTIAA
LocationNew York, NY, USA
Salary$54400 – $80000
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad

Requirements

  • University (Degree) Preferred
  • No Experience Required
  • Physical Requirements: Sedentary Work

Responsibilities

  • Inbound new transactions by completing an initial project screen and creating due diligence folders.
  • Maintain Salesforce data for your market through consistent & accurate client data entry and inputting of project information.
  • Increase market awareness of Nuveen Green Capital (NGC) through generating outreach campaigns and drafting marketing collateral for closed transactions when needed.
  • Provide deal support on a diverse pipeline of C-PACE projects by collecting diligence documents, drafting C-PACE program documents, processing invoices, and completing loan files with accuracy.
  • Prepare pricing sheets and term sheets for early-stage deals and assist with presentation materials when needed.
  • Learn and develop real estate finance underwriting by completing NGC’s training curriculum and contributing to credit reviews on live transactions.
  • Communicate internally with originations, credit, legal, and asset management teams, and externally with clients and referral partners to keep the deal team on track for key milestones and closing.
  • Support relationships with commercial clean energy contractors by completing in-house checks for each project.
  • Prepare for client meetings, including development of background material and presentations.
  • Going above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting NGC’s mission to be the Lender of Choice for our clients and partners.

Preferred Qualifications

  • University Degree in Finance or Economics
  • 1 year professional experience in Commercial Real Estate (CRE)
  • Internship or coursework related to Commercial Real Estate (CRE) finance or underwriting
  • Demonstrated interest in real estate finance and sustainability