TIAA
Overview
Portfolio Manager. The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals. Key Responsibilities and Duties
Builds successful investment portfolios informed by market conditions and economic trends.
Recommends portfolio adjustments to grow client’s net worth based on industry trends identified through market and risk analysis.
Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
Determines acceptable risk levels with 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.
Provide input into investment models and allocation frameworks. Support business development and client retention initiatives.
Maintain accurate records and documentation for audits and client reporting.
Additional Responsibilities
All licenses must be obtained within 120 days from start date.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
FINRA Registrations
SRC Indicator: Series 65
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
8IC
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Portfolio Manager. The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals. Key Responsibilities and Duties
Builds successful investment portfolios informed by market conditions and economic trends.
Recommends portfolio adjustments to grow client’s net worth based on industry trends identified through market and risk analysis.
Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
Determines acceptable risk levels with 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.
Provide input into investment models and allocation frameworks. Support business development and client retention initiatives.
Maintain accurate records and documentation for audits and client reporting.
Additional Responsibilities
All licenses must be obtained within 120 days from start date.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
FINRA Registrations
SRC Indicator: Series 65
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
8IC
#J-18808-Ljbffr