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TIAA

Portfolio Manager (Baltimore, MD; Gainesville or Orlando, FL) - Private Asset Ma

TIAA, Baltimore, Maryland, United States, 21276

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Overview

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

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 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 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. Educational Requirements

University (Degree) Preferred Work Experience

5 Years Required; 7 Years Preferred Physical Requirements

Physical Requirements: Sedentary Work Career Level

8IC Required Qualifications

5+ years working directly with wealth management clients Preferred Qualifications

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. Anticipated Posting End Date

2025-10-20 Base Pay

Base Pay Range: $124,000/yr - $155,000/yr Company Overview

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. Benefits And Total Rewards

The organization offers a comprehensive Total Rewards package including a retirement program and health, wellness and work-life offerings. Review our Benefits Summary for details. Equal Opportunity

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. Accessibility Support

TIAA offers support for those needing assistance with our online application process. For reasonable accommodation requests, contact the Accessibility Support Team at: Phone: (800) 842-2755 | Email: accessibility.support@tiaa.org Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace. Disclaimer

Privacy notices and country-specific applicant information are available on the careers site. Note: This description reflects a refined presentation of the original content for clarity and accessibility. It preserves the essential responsibilities, qualifications, and company information.

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