Portfolio Manager - Private Asset Management
TIAA(1 month ago)
About this role
The Portfolio Manager in TIAA Private Asset Management is a client-facing investment professional responsible for overseeing and advising high-net-worth client portfolios. The role focuses on personalized portfolio oversight, asset allocation strategy, and ongoing client engagement to meet complex financial goals.
Required Skills
- Portfolio Management
- Asset Allocation
- Risk Analysis
- Securities Trading
- Client Management
- Client Planning
- Investment Reporting
- Data Analysis
- Compliance
- Due Diligence
+2 more
Qualifications
- University Degree
- Series 65
- CFA
- CFP
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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