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Jobs via Dice · 8 hours ago

Portfolio Manager - Private Asset Management

Denver, CO

Full-time

Onsite

Senior Level

$124K/yr - $155K/yr

5+ years exp

TIAA is a market-leading retirement company focused on delivering secure financial futures for its clients. The Portfolio Manager will oversee investment portfolios for high-net-worth clients, providing personalized advice and implementing asset allocation strategies to meet complex financial goals.

Computer Software

Responsibilities

Builds successful investment portfolios informed by market conditions and economic trends

Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis

Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective

Determines acceptable risk levels with 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

Provide input into investment models and allocation frameworks

Support business development and client retention initiatives

Maintain accurate records and documentation for audits and client reporting

Qualification

Portfolio ManagementClient Relationship ManagementFinancial AcumenCFA CertificationCFP CertificationData AnalysisDue DiligenceChange ManagementInvestment Reporting OversightResourcefulnessTaxExecutive PresenceCommunication