TIAA · 3 hours ago
Portfolio Manager - Private Asset Management
Baltimore, MD
Full-time
Onsite
Senior Level
5+ years expTIAA is a market-leading retirement company with over 100 years of experience in delivering secure retirements for millions. The Portfolio Manager is responsible for optimizing client portfolio performance by selecting assets to maximize returns while managing risk, maintaining client relationships, and ensuring compliance with regulatory standards.
FinanceFinancial ServicesLife Insurance
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
Qualification
Required
5+ years working directly with wealth management clients
Preferred
7+ years working directly with wealth management clients
CFA, CFP Certification
Benefits
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
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