Portfolio Manager – Private Asset Management
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Fairfax • District of Columbia, Virginia • 🇺🇸 United States
Visit company websiteSalary
💰 $124,000 - $155,000 per year
Job Level
Mid-LevelSenior
About the role
- Builds successful investment portfolios informed by market conditions and economic trends.
- Maintains accurate records and documentation for audits and client reporting.
- 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.
- Provides input into investment models and allocation frameworks.
- Supports business development and client retention initiatives.
Requirements
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- FINRA Registrations
- All licenses must be obtained within 120 days from start date
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment portfolio managementmarket analysisrisk analysissecurities transactionsperformance evaluationcompliance standardsinvestment strategyportfolio adjustmentsclient reportingcapital markets knowledge
Soft skills
client relationship managementcommunicationbusiness developmentteam collaborationclient retentionanalytical thinkingproblem-solvingadaptabilityinterpersonal skillsorganizational skills
Certifications
FINRA Registrations