Global investment performance standards compliance
The Portfolio & Investment Performance Operations role is responsible for establishing financial practices and decision making on complex issues affecting recordkeeping for trusts, annuities, and pooled income funds
Job Summary
The Portfolio & Investment Performance Operations role is responsible for establishing financial practices and decision making on complex issues affecting recordkeeping for trusts, annuities, and pooled income funds.
TIAA offers a comprehensive Total Rewards package designed to make a positive difference in the lives of associates including a superior retirement program and competitive health, wellness, and work-life offerings.
TIAA fosters a collaborative in-office environment with a culture focused on client obsession, integrity, and innovation to ensure a secure financial future for clients and associates.
Matching Summary
The Portfolio & Investment Performance Operations role is responsible for establishing financial practices and decision making on complex issues affecting recordkeeping for trusts, annuities, and pooled income funds.
Salary
Base: $130,000/yr - $180,000/yr; Bonus/Equity: Possible annual discretionary incentive programs; Benefits: Superior retirement program and competitive health, wellness, and work-life offerings
Skills & Requirements
Must-have
Investment performance reporting
APX portfolio management software
Global Investment Performance Standards compliance
Vendor and custodial relationship management
Portfolio accounting and performance calculation
Operational and financial controls implementation
Nice-to-have
Collaboration with IT on systems development
Experience with gift administration and non-cash assets
Knowledge of SEC regulatory requirements
Investment advisory environment experience
Process optimization and issue resolution
Strong compliance and audit focus
Key Requirements
Bachelor's degree required
5+ years investment performance reporting experience