Sr Portfolio Manager - Private Asset Management

TIAA

Complex portfolio management experience
Client relationship management skills
Operational accuracy and compliance
The Sr. Portfolio Manager leads the delivery of investment strategies for complex client relationships

Job Summary

  • The Sr. Portfolio Manager leads the delivery of investment strategies for complex client relationships.
  • This role involves strategic thinking, trust-building with clients, and mentoring talent.
  • TIAA offers a comprehensive Total Rewards package designed to support the well-being of associates.

Matching Summary

The Sr. Portfolio Manager leads the delivery of investment strategies for complex client relationships.

Skills & Requirements

Must-have

  • Complex portfolio management experience
  • Client relationship management skills
  • Operational accuracy and compliance

Nice-to-have

  • Strong proficiency in investment research
  • Mentoring and team development
  • Holistic financial solutions

Key Requirements

  • 5+ years of portfolio management experience
  • CFA or CFP certification preferred
  • Bachelor's degree required

Work Rights

Not specified

Tailored Resume

Cover Letter