Portfolio Manager
- Employer
- TIAA
- Location
- Galena Park, USA
- Salary
- Competitive
- Closing date
- Sep 29, 2020
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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All companies + Hiring difference makers. ☰ Senior Portfolio Manager, Private Asset Management-Houston, TX, Chicago, IL, New York, NY New TIAA Bank 2 days ago Post Date Apply for Job Share this Job
COMPANY OVERVIEW:
As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.
When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.
To be difference makers.
For more information about TIAA, .
POSITION SUMMARY:
Replace Summary Here
KEY RESPONSIBILITIES AND DUTIES:
Replace Responsibilities & Duties Here
QUALIFICATIONS:
Minimum Qualifications:
Desired Qualifications:
All locations
My Profile
Create and manage profiles for future opportunities.
My Submissions
Track your opportunities.
© TIAA Careers. All rights reserved. Explore all the opportunities we have to offer
EARLY TALENT
Start your career with us
Help us deliver on our unique mission to serve those who serve others. We'll put your talents and skills to work immediately - no waiting.
WHY TIAA
We are TIAA. Created to serve. Built to perform. DIVERSITY
We're proud of our diverse backgrounds and perspectives.
CAREER AREAS
Explore our career areas to see where you might fit best.
LOCATIONS
We have opportunities available across the United States and in India.
OUR BENEFITS
The overall health of our employees is important to us.
MAKE A DIFFERENCE
Meet some incredible people making a difference
To mark our 100th year, we're honoring Difference Makers by donating $1 million to the organizations they support. Thousands were nominated, and we want to share their inspiring stories with you.
2019 and prior years, Teachers Insurance and Annuity Association of America - College Retirement Equities Fund, New York, NY 10017
TIAA is an Equal Employment Opportunity/Affirmative Action employer committed to fostering workforce diversity and inclusion.
Advisory services provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.
1 0
COMPANY OVERVIEW:
As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.
When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.
To be difference makers.
For more information about TIAA, .
POSITION SUMMARY:
Replace Summary Here
KEY RESPONSIBILITIES AND DUTIES:
Replace Responsibilities & Duties Here
QUALIFICATIONS:
Minimum Qualifications:
- Bachelors degree
- 3 plus years of client relationship/service experience in financial planning or portfolio management
- Regional travel as needed
Desired Qualifications:
- Ability to work independently or in a centralized team environment, providing portfolio analysis and asset allocation recommendations to clients with portfolios that have moderate to high levels of complexity
- Demonstrated ability to successfully manage multiple portfolios independently within established investment guidelines
- Experience communicating via verbal and written correspondence
- Ability to work effectively within a team environment
- Understanding of the various products and services offered within TIAA
- Certified Financial Planner (CFP) for Core PMs and Chartered Financial Analyst (CFA) for Regional PMs
- Additional designations also preferable and include: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), or Chartered Investment Counselor (CIC), Certified Investment Management Analyst (CIMA)
- Requisition ID: 1728064
All locations
My Profile
Create and manage profiles for future opportunities.
My Submissions
Track your opportunities.
© TIAA Careers. All rights reserved. Explore all the opportunities we have to offer
EARLY TALENT
Start your career with us
Help us deliver on our unique mission to serve those who serve others. We'll put your talents and skills to work immediately - no waiting.
WHY TIAA
We are TIAA. Created to serve. Built to perform. DIVERSITY
We're proud of our diverse backgrounds and perspectives.
CAREER AREAS
Explore our career areas to see where you might fit best.
LOCATIONS
We have opportunities available across the United States and in India.
OUR BENEFITS
The overall health of our employees is important to us.
MAKE A DIFFERENCE
Meet some incredible people making a difference
To mark our 100th year, we're honoring Difference Makers by donating $1 million to the organizations they support. Thousands were nominated, and we want to share their inspiring stories with you.
2019 and prior years, Teachers Insurance and Annuity Association of America - College Retirement Equities Fund, New York, NY 10017
TIAA is an Equal Employment Opportunity/Affirmative Action employer committed to fostering workforce diversity and inclusion.
Advisory services provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.
1 0
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