Associate Portfolio Manager (Private Asset Management)
- Employer
- TIAA
- Location
- New York, New York; Rochester, New York
- Salary
- $83,400/yr. - $116,300/yr.
- Closing date
- Oct 15, 2024
View more categoriesView less categories
- Job Role
- Wealth Management
- Employment Type
- Full Time
- Experience Level
- 5 to 9 years
- CFP® Certification
- Not necessary
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Job Details
The Associate Portfolio Manager, Portfolio Asset Management job provides investment and analytical expertise to Individual/Trust Account Portfolio Managers to help optimize the investment performance of client portfolios. Under limited supervision, this job conducts complex market and industry analysis to best inform wealth management decisions and to align client investment objectives and risk profiles with portfolio decisions.
Key Responsibilities and Duties
Career Level
7IC
Related Skills
Change Management, Client Financial Planning, Client Service, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax
Anticipated Posting End Date:
2024-10-19
Base Pay Range: $83,400/yr. - $116,300/yr.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Benefits and Total Rewards
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 .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here .
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .
For Applicants of Nuveen residing in Europe and APAC, please click here .
Key Responsibilities and Duties
- Monitors wealth management databases, maintains client records and conducts ad-hoc research as requested by management team.
- Manages existing portfolio assets and reviews adherence to client's investment policy statement on a regular basis.
- Supervises operational matters, including portfolio rebalancing activities, and resolves client service issues as needed.
- Provides recommendations for portfolio adjustments to grow profit based on industry trends identified through market and risk analysis.
- Develops analytical reports on trust portfolio status for clients and management team to update and create alignment between the two parties.
- Partners with Portfolio Managers in the execution and verification of stock, bond and fund trading to optimize clients' investment portfolios.
- Executes loss forecasting analysis for client portfolios to determine potential risk of individual portfolios.
- Maintains detailed, updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
- University (Degree) Preferred
- 3 Years Required; 5 Years Preferred
- Physical Requirements: Sedentary Work
Career Level
7IC
- University Degree strongly preferred
- Work towards obtaining CFP or CFA strongly preferred
Related Skills
Change Management, Client Financial Planning, Client Service, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax
Anticipated Posting End Date:
2024-10-19
Base Pay Range: $83,400/yr. - $116,300/yr.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Benefits and Total Rewards
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 .
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here .
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .
For Applicants of Nuveen residing in Europe and APAC, please click here .
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