Churchill Summer Internship, Investor Solutions Group - Wealth

Key Responsibilities and Duties

• Market research and target qualification
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  Research and screen prospective wealth management partners (RIAs, independent broker-dealers, and family offices) to build a qualified pipeline of business development targets. This includes evaluating firm size, AUM, investment focus, and strategic fit to help prioritize outreach efforts.
• Strategist Briefs
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  Compile relevant research, news articles and private markets data in coordination with the Head of Research and Strategists to help educate the sales team.
• Executive Presentation Development
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  Build presentation materials for senior leadership on business development strategy, progress against targets, identified gaps, and market insights.
• Meeting Preparation & Support
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  Support strategists ahead of external meetings by preparing briefing materials, compiling background research on prospects, and pulling relevant data.
• Meeting Follow-Up & Documentation
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  Draft post-meeting recaps and summaries, and log relevant notes and next steps to track relationship progress and inform future strategy.
• Analytical Support: Contribute ad hoc analysis on target segments, competitive positioning, or channel trends to support broader business development discussions.
• Investor Relations Support: Perform various quantitative and qualitative analyses (performance and portfolio attribution, peer benchmarking, performance analytics) to support investor communications
• Peer analysis: Gather and synthesize market intelligence (peer/competitor portfolio analysis) to drive insights into investor collateral and communications

• Preferred candidate will be a rising Senior (Class of 2028) or rising Junior (Class of 2029) expected to graduate with a Bachelor’s Degree in Business Administration, Accounting, Finance
• Strong attention to detail; careful review of facts and figures, quick to identify errors, ensure consistency of information
• Superior Excel and PowerPoint skills, with demonstrated ability to express complex ideas in a clear and concise manner
• Outstanding interpersonal and written communication skills, effective and strong active listening skills
• Proven track record of success collaborating in a fast-paced, results driven team environment
• Innovative and creative thinker; ability to make connections among previously unrelated notions, ability to project how potential ideas may play out

• High School Preferred

• No Experience Required

• Physical Requirements:
  
  Sedentary Work

2IC

Base Pay will be $30.00 per hour

Related Skills Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management

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).

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Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to U.S. middle market private equity firms and their portfolio companies across the capital structure. With over $52 billion of committed capital, we provide first lien, unitranche, second lien and mezzanine debt, in addition to…