Portfolio Manager

Tiaa Princeton , NJ 08544

Posted 2 months ago

Portfolio Manager

The Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job utilizes investment and analytical expertise to build investment portfolios, manage client expectations and transactions, and achieve clients' overall investment objectives.

Key Responsibilities and Duties

  • 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.


  • 5 Years Required; 7 Years Preferred

  • University (Degree), Preferred

Physical Requirements

  • Physical Requirements:Sedentary Work

Preferred Education

  • University (Degree)

Career Level


University Degree and CFP or CFA designation preferred.

Potential Salary: $124,200.00 USD

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

As a part of TIAA's Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

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 residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

For all other residents, click here to access the Applicant Privacy Notice.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Global Portfolio Analytics Manager

Educational Testing Service

Posted 2 months ago

VIEW JOBS 9/25/2021 12:00:00 AM 2021-12-24T00:00 Job Description: Position Summary: The Global Portfolio Analytics Manager leads the development of Global Regional portfolio performance views, scenario analysis, prioritization, and recommendations for all ETS products and services offered around the world. The resulting analyses will largely drive how investment resources are allocated across the globe. Responsibilities: Regional Portfolio Analysis * Based on direction from the Global Operations team, develops detailed dashboards and analytic capabilities to assess the performance of each region and conduct comparative regional analyses to assess performance. * Works with SBU leads and Regional Leads to facilitate evaluation of all products in terms of strategic fit, market attractiveness, financial value, and risk profile; ensure high confidence in the data quality * Works with finance to obtain any supplementary data required to support analysis of products and for creating firm regional performance analyses and recommendations for allocation of investment dollars across the regional portfolio * Supports Global Operations Executive team in ensuring recommendations are data-backed and objective; supports in ensuring Regional Governance Team decisions are communicated and followed through Regional Data Management * Based on direction from the Global Operations Leadership team, works with Finance, Operations and Subsidiaries to build detailed subsidiary views that allows leadership to evaluate the relative profitability for each region * Oversees the development of subsidiary budgets and work orders that fund regional resource allocation and investments * Builds a comprehensive executive dashboard that supports a sustained governance process that evaluates regional performance on a monthly basis * Presents Regional results to Global Operations Leadership * Develops Incremental Measurement tools to evaluate the comparative performance of each region Human Resource Management * Provides leadership, direction, coaching and support to their team. Adheres to ethical standards and comply with the laws and regulations applicable to the job function. Experience and Skills Education, Certifications, or Special Licenses: * Undergraduate degree (or equivalent experience) in related fields such as: Business Administration, Finance, Product Management or other areas combined with relevant work experience * MBA preferred Relevant Years of Experience: * At least 10 years of combined experience in a combination of finance, product management, business management, or consulting * Significant experience in producing profitability analyses at the product and/or portfolio level * Demonstrated ability to effectively influence senior management COVID-19 Requirements ETS requires all new hires to either certify that they have been fully vaccinated or request and obtain an exemption due to medical or religious reasons by their start date. EDUCATIONAL TESTING SERVICE is an Equal Opportunity and Affirmative Action Employer of Women and Minorities. EDUCATIONAL TESTING SERVICE is an Equal Opportunity and Affirmative Action Employer of protected Veterans and Individuals with Disabilities. EDUCATIONAL TESTING SERVICE is a Drug-free workplace. Educational Testing Service Princeton NJ

Portfolio Manager