The Senior Associate, Corporate Strategy & Development provides advice, and thought leadership on consulting / M&A / competitive intelligence engagements for internal clients. This job supports engagement management of broad cross-functional internal teams, including conducting interviews with internal clients, forming sophisticated hypotheses, designing and conducting quantitative and qualitative analysis, synthesizing conclusions and insights into recommendations, and executing strategic initiatives.

Key Responsibilities and Duties

• Supports engagement teams in the identification, understanding and framing of complex business problems and needs.


• Supports evaluation, advanced planning, analysis, solution development and execution for engagements.

• University (Degree) Preferred

• 5 Years Required; 7 Years Preferred

• Physical Requirements: Sedentary Work

Required:

• 5 + years of M&A execution experience in private equity, corporate development, investment banking or any other related role, focused on the financial services industry
• Experience with corporate strategy principles, financial statement analysis, financial modeling, managerial accounting, corporate finance, and project finance

Preferred:

• 7 + years of M&A execution experience in private equity, corporate development, investment banking or any other related role, focused on the financial services industry
• Prior experience effectively managing relationships with executives, multiple teams, complex processes, critical services, and cross-functional projects
• Strong analytical and problem-solving skills and ability to be resourceful in complex situations
• High degree of endurance and flexibility to work through multiple iterations of work and quickly manage changing priorities and diverse subject matters
• High degree of comfort working in an unstructured environment that requires solving complex, open- ended issues with incomplete data and little direction
• Experience developing structured and logical presentations, presenting to senior executives, and leading/facilitating multi-party meetings

Leadership Competencies

• Unquestioned integrity and the highest ethical standards
• Appreciation and passion for the mission
• A team orientation and collegial style
• Ability to lead as well as work with others

The Corporate Development (M&A) team is responsible for creating a comprehensive corporate development strategy and execute M&A, investments, and partnerships. CS&D seeks an experienced M&A professional to join its Corporate Development team as a Senior Associate.

The Senior Associate will support the implementation of mergers, acquisitions, disposals, joint ventures, outsourcing arrangements and related activities, while working cross-functionally across the entire deal lifecycle including: sourcing and evaluating targets, performing financial/valuation modeling, drafting internal approval materials, coordinating due diligence and conducting negotiations. In addition, the Senior Associate will manage some of the planning, execution, separation, integration and organizational restructuring activities related to post merger initiatives.

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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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

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. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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: (800) 842-2755

Email: accessibility.support@tiaa.org

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