Portfolio Manager (Private Asset Management)
TIAA(28 days ago)
About this role
A Portfolio Manager, Private Asset Management is a client-facing investment professional who oversees and advises high-net-worth clients on their investment portfolios. The role centers on delivering personalized financial guidance, shaping asset allocation strategies, and ensuring alignment with regulatory and fiduciary standards. This position supports wealth management objectives within a retirement and asset-management firm.
Required Skills
- Investment Strategy
- Portfolio Management
- Client Relationship
- Financial Analysis
- Risk Analysis
- Securities Trading
- Regulatory Compliance
- Wealth Management
- Communication
- Due Diligence
Qualifications
- University Degree
- Series 65
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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