Portfolio Manager - Private Asset Management

TIAA • Baltimore, MD

1d

About The Position

Portfolio Manager The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job utilizes investment and analytical expertise to build investment portfolios, manage client expectations and transactions, and achieve clients' overall investment objectives.

Requirements

• 5+ years working directly with wealth management clients
• 5 Years Required work experience

Nice To Haves

• 7+ years working directly with wealth management clients
• CFA, CFP Certification
• 7 Years Preferred work experience

Responsibilities

• Builds successful investment portfolios informed by market conditions and economic trends.
• Recommends 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, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
• Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
• Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.

Benefits

• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
• To learn more about your benefits, please review our Benefits Summary.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level