TIAA

Associate, Private Placements Client Service – Reporting

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • North Carolina • United States

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Salary

💰 $80,000 - $110,000 per year

About the role

  • Supports multiple 3rd party clients through providing ongoing communication, support and monitoring
  • Prepares and ensures completion of all required reporting including valuation reports, investment guidelines compliance reports and quarterly reporting packages
  • Prepares quarterly invoices for 3rd party client accounts ensuring complete and accurate categorization of investments/fees and timely delivery to the client
  • Serves as a primary liaison with the RFP team, product teams and sales teams as it relates to new client opportunities
  • Participates in client diligence calls to explain and answer questions about the business's support model
  • Partners with teams across the organization to onboard new private placements clients

Requirements

  • 2+ years of investment management, investor relations, client portfolio management or investment-related client service experience
  • 3+ years of investment management, investor relations, client portfolio management or investment-related client service experience preferred
  • Asset management client service or investor relations
  • Fixed income investing or operations experience
  • Private fixed income exposure
  • Data analysis and reporting
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 & Tools
data analysisreportinginvestment managementclient portfolio managementfixed income investingprivate fixed income
Soft Skills
communicationclient serviceliaisonteam collaboration