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Senior Portfolio Manager, Private Asset Management
TIAAPortfolio Manager optimizing investment performance for client portfolios in Private Asset Management. Engaging with clients to manage risk and achieve investment objectives.
About the role
Key responsibilities & impact- Optimizes the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk
- Counsels clients on portfolio adjustments to grow client’s profit based on industry trends identified through market and risk analysis
- Buys and sells securities in client accounts to maintain a specific investment strategy or to reach an investment objective
- Determines acceptable risk levels for 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
- Develops and implements new products, processes, standards or operational plans that will have impact on the achievement of Portfolio Management results
- Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends
Requirements
What you’ll need- 5+ years complex, direct portfolio management experience with individual clients
- Bachelor’s degree
- CFA or CFP certification
- Previous experience with various trading platforms
- Previous experience with investment research platforms
- Deep understanding of investments with a high level of acumen
- Strong proficiency and deep demonstrated background in client relationship building skill set
Benefits
Comp & perks- superior retirement program
- highly competitive health, wellness and work life offerings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio managementinvestment performance optimizationrisk analysissecurities tradinginvestment strategymarket analysisperformance evaluationcompliance standardsproduct developmentoperational planning
Soft Skills
client relationship buildingcounselingcommunicationinterpersonal skillsadaptabilityanalytical thinkingstrategic thinkingproblem-solvingnegotiationcustomer service
Certifications
CFACFP