Portfolio Manager – Private Asset Management
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Denver • Arizona, Colorado • 🇺🇸 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.
- 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.
- Maintains new and existing client relationships, including informing clients of market conditions and updating them on investment research and economic trends.
- Provides input into investment models and allocation frameworks.
- Supports business development and client retention initiatives.
Requirements
- 5+ years working directly with wealth management clients
- 7+ years working directly with wealth management clients (preferred)
- CFA, CFP Certification
- University Degree
Benefits
- a 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
portfolio managementmarket analysisrisk analysissecurities transactionsinvestment strategyperformance evaluationcompliance standardsinvestment modelsallocation frameworks
Soft skills
client relationship managementcommunicationbusiness developmentclient retention
Certifications
CFACFP Certification