Portfolio Manager - Private Asset Management

Overview

The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job utilizes investment and analytical expertise to build investment portfolios, manage client expectations and transactions, and achieve clients' overall investment objectives.

• Builds successful investment portfolios informed by market conditions and economic trends.
• Recommends portfolio adjustments to grow client’s profit based on industry trends identified through market and risk analysis.
• Buys and sells securities in client accounts to maintain a specific investment strategy or to reach an investment objective.
• Determines acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
• Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
• Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
• Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.

• University (Degree) Preferred

• 5 Years Required; 7 Years Preferred

• Physical Requirements:
  
  Sedentary Work

8IC

• 5+ years working directly with wealth management clients

• 7+ years working directly with wealth management clients
• CFA, CFP Certification

PLEASE NOTE:

TIAA s Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.

Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax

Base Pay Range: $124,000/yr - $155,000/yr. 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 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).

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. We are committed to delivering for our clients and for those who rely on us.

At TIAA, we are on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow s challenges. We equip our associates with future-focused skills and AI tools to advance our mission. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.

We offer a comprehensive Total Rewards package designed to support the financial well-being of our associates and their families, including a superior retirement program and competitive health, wellness, and work-life offerings. Review our Benefits Summary for details.

We are an Equal Opportunity Employer. TIAA does not discriminate on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on…