Teachers Insurance and Annuity Association of America
Portfolio Manager (Baltimore, MD; Gainesville or Orlando, FL) - Private Asset Ma
Teachers Insurance and Annuity Association of America, Baltimore, Maryland, United States, 21276
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 uses investment and analytical expertise to build investment portfolios, manage client expectations and transactions, and achieve clients' overall investment objectives. Key Responsibilities and Duties
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. Educational Requirements
University (Degree) Preferred Work Experience
5 Years Required; 7 Years Preferred 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. Related Skills
Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax Anticipated Posting End Date
2025-10-20 Compensation
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, 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). 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. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact
At TIAA, were 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 that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. 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 Employer. TIAA does not discriminate against any candidate or employee 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 our careers home page, and you can read more about your rights and view government notices 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 Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace. Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants residing in California, click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, click here. Privacy Notices For Applicants residing in US (other than California) click here. For Applicants residing in California click here. For Applicants of TIAA Global Capabilities click here. For Applicants of Nuveen residing in Europe and APAC click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law and Pay Transparency resources are available via the links provided.
#J-18808-Ljbffr
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 uses investment and analytical expertise to build investment portfolios, manage client expectations and transactions, and achieve clients' overall investment objectives. Key Responsibilities and Duties
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. Educational Requirements
University (Degree) Preferred Work Experience
5 Years Required; 7 Years Preferred 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. Related Skills
Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax Anticipated Posting End Date
2025-10-20 Compensation
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, 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). 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. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact
At TIAA, were 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 that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. 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 Employer. TIAA does not discriminate against any candidate or employee 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 our careers home page, and you can read more about your rights and view government notices 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 Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace. Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants residing in California, click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, click here. Privacy Notices For Applicants residing in US (other than California) click here. For Applicants residing in California click here. For Applicants of TIAA Global Capabilities click here. For Applicants of Nuveen residing in Europe and APAC click here. Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law and Pay Transparency resources are available via the links provided.
#J-18808-Ljbffr