Portfolio Manager - Private Asset Management

TIAA(2 months ago)

United States, Denver, COOnsiteFull TimeSenior$124,000 - $155,000Private Asset Management

About this role

A Portfolio Manager at TIAA Private Asset Management is the primary client-facing investment professional responsible for managing investment portfolios for high-net-worth clients. The role emphasizes delivering personalized investment advice and aligning portfolios with clients' complex financial objectives while staying current on market and economic trends. It supports client retention and business development within TIAA's wealth management practice.

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Required Skills

Portfolio Management
Asset Allocation
Investment Research
Risk Analysis
Client Relationship
Securities Trading
Compliance
Financial Planning
Data Analysis
Business Development

+2 more

Qualifications

University Degree
Series 65
CFA
CFP

About TIAA

tiaa.org

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.

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