Teams at TIAA

Supports capital markets activities for real estate equity investments, including evaluating and securing third-party debt, fund-level facilities, and refinancing solutions. Responsibilities include lender due diligence, financing memorandum preparation, financial analysis, hedging strategy review, investment committee support, loan closings, performance analysis, and monitoring market trends. The role collaborates with investment, legal, treasury, accounting, asset management, and research teams.

Designs, builds, and optimizes Oracle EPBCS planning models, integrations, data pipelines, and automated finance workflows. Configures Oracle EPM AI Agents for validation, variance analysis, reconciliation, narrative generation, anomaly detection, and close orchestration. Partners with Finance, ERP, data engineering, analytics, and Oracle teams to support close, forecasting, consolidation, governance, documentation, training, and broader finance transformation initiatives.

The Wealth Advisor collaborates with clients to develop tailored financial plans, analyzes financial landscapes, and aims to grow the client base through referrals and investment strategies.