Head of Portfolio Strategy

TIAA

. Develop and execute processes to scale portfolio surveillance and risk management .

Posted 4/22/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $225,000 - $350,000 per yearWebsite

About the role

Key responsibilities & impact

Develop and execute processes to scale portfolio surveillance and risk management
Create processes and supervise the maintenance of client-directed model portfolios, asset allocation models and custom alpha signals
Provide leadership in the development and oversight of the Portfolio Strategist team
Structure and approve client mandates; supervise Portfolio Strategist in the same function
Direct limited client portfolio actions (e.g., cash flows, start/stop trade, corporate actions)
Review and grant exceptions for requests that fall outside the traditional account parameters
Define and maintain policies for portfolio actions and exceptions
Leverage and contribute to Brooklyn’s simulation infrastructure to create custom portfolio analyses and proposals
Review account performance and performance attribution with clients and their investment committees
Present to clients and prospects as a senior member of the Portfolio Management team

Requirements

What you’ll need

University (Degree) Preferred
5+ Years Required; 7+ Years Preferred

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Wellness programs
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio surveillancerisk managementasset allocation modelscustom alpha signalsperformance attributionportfolio actionsclient mandatessimulation infrastructureportfolio analyses

Soft Skills

leadershipsupervisionclient presentationteam oversight

Certifications

University Degree