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Senior Portfolio Operations & Reporting Lead

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: TIAA
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Financial Reporting
Salary/Wage Range or Industry Benchmark: 120000 - 150000 USD Yearly USD 120000.00 150000.00 YEAR
Job Description & How to Apply Below

TIAA in Charlotte, NC is seeking a Senior Manager Portfolio Operations & Reporting to lead the IBOR maintenance, portfolio accounting, performance calculations, and investment reporting for our advisory services. You will partner with Investments, Trading, IT, and Data Governance to streamline processes and boost efficiency.

You will own Advent Portfolio Exchange (APX), manage data and cloud migration, oversee vendor relationships, and guide governance, controls, and audits.

We have an opening for a Senior Portfolio Operations & Reporting Lead in Charlotte, NC, United States within Finance.

Join TIAA and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Senior Portfolio Operations & Reporting Lead role at TIAA, based in Charlotte, NC, United States.

Position Requirements
10+ Years work experience
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