Portfolio Manager

Employer
TIAA
Location
Galena Park, USA
Salary
Competitive
Posted
Sep 25, 2020
Closes
Sep 29, 2020
Ref
8507565
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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:

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KEY RESPONSIBILITIES AND DUTIES:

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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)
Equal Employment Opportunity is not just the law, its our commitment. Read more about the . If you need assistance applying due to being visually or hearing impaired, please email , or call We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status. Additional Information
  • Requisition ID: 1728064
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TIAA is an Equal Employment Opportunity/Affirmative Action employer committed to fostering workforce diversity and inclusion.

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