Associate, Loan Administration - Energy Infrastructure Credit; EIC

The Associate, Loan Administration role is responsible for supporting all investment activities performed by the group that occur before and after initial underwriting – assisting in portfolio management of existing holdings, reporting and other ad hoc activities.

• Assist in ongoing management of existing portfolio holdings and participate in the closing and funding process of new investments across EIC strategies
• Assist in maintaining information for investments and coordinating internal and external reporting requirements
• Set up and maintain assets for various funds and co-investor portfolios in IMS (Charles River) and support Nuveen Operations in maintaining Wall Street Office
• Liaise with investment team to identify portfolio-related issues and communicate these to the portfolio management team
• Support deal teams in preparing and finalizing closing documentation, ensuring accuracy and completeness and compliance with internal procedures
• Facilitate initial and delayed draw process across investment team, Nuveen Operations, administrative agent, and investor custodian / administrator
• Support the deal teams in execution of portfolio company’s amendment/requests
• Liaise with administrative agents and other administrative counter parties responsibilities for EIC investments, including the co-investment process
• Responsible for liaising with Nuveen Operations to ensure reconciliation with admin agents, custodians, co-investors and other counter parties
• Coordinate loan-level reporting for insurance clients such as the TIAA general account

• University (Degree) Preferred

• 3+ Years Required; 5+ Years Preferred

7IC

• Minimum 3+ years of investment management operations experience or bank loan agency/syndication experience.

• 5+ years of investment management operations experience or bank loan agency/syndication experience.
• Bachelor’s degree in finance, accounting, business, or economics.
• Ability to collaborate with internal teams and external clients to achieve shared objectives.
• Strong verbal and written communication skills.
• Thrives in fast-paced environments where meeting deadlines are critical to success.
• Meticulous attention to detail while managing multiple priorities, consistently following through on commitments and deliverables.
• Demonstrated analytic skills, strong working knowledge of fundamental financial, accounting, business concepts, and a proactive interest in learning and mastering new concepts.
• Strong Microsoft Excel skills and experience.
• Experience with Bloomberg, performance systems, and other loan research and analysis tools.