TIAA

Muni Client Portfolio Manager

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Illinois • United States

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Salary

💰 $92,200 - $129,000 per year

About the role

  • Supports existing institutional clients by responding to inbound account-level inquiries
  • Creates, analyzes, and reviews prospective client portfolios
  • Maintains and supports relationships internally with Portfolio Managers, Research, and Trading teams
  • Prepares and assembles client presentation decks
  • Participates in both client and prospective client calls and presentations
  • Coordinates and completes month-end and quarter-end deliverables

Requirements

  • Minimum 2+ years of fixed income experience
  • FINRA series 7 and series 63 or the ability to obtain within 180 days from start date
  • 3+ years of municipal fixed income experience preferred
  • Genuine interest in and enthusiasm for the quantitative aspects of financial markets
  • Demonstrated ability to manage multiple priorities simultaneously
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
fixed income experiencemunicipal fixed income experienceportfolio analysisclient presentation preparation
Soft Skills
relationship managementcommunicationmultitaskingorganizational skillsenthusiasm for financial markets
Certifications
FINRA series 7FINRA series 63