Portfolio Manager, Private Asset Management
The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and oversees investment portfolios and delivers personalized advice. The role involves direct portfolio oversight, regular client engagement, and thoughtful implementation of asset allocation strategies.
Key Responsibilities
Builds successful investment portfolios informed by market conditions and economic trends.
Maintains accurate records and documentation for audits and client reporting.
Recommends portfolio adjustments to grow client’s net worth based on industry trends identified through market and risk analysis.
Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
Evaluates the performance of investment portfolios and ensures compliance with regulatory standards including investor disclosures, privacy laws, AML and anti-fraud measures.
Maintains new and existing client relationships, informing clients of market conditions and meeting to discuss portfolio performance and objectives.
Maintains and informs team of updated knowledge of capital markets to implement best practices.
Provides input into investment models and allocation frameworks.
Supports business development and client retention initiatives.
Additional Responsibilities
All licenses must be obtained within 120 days from start date.
Educational Requirements
University degree preferred.
Work Experience
5+ Years Required; 7+ Years Preferred.
FINRA Registrations
Series 65.
Physical Requirements
Sedentary work.
Location Hybrid Flex – Fairfax, VA or Washington, DC.
Compensation Base Salary: $124,000–$155,000 per year. Additional incentive programs may apply.
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate based on age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
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The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and oversees investment portfolios and delivers personalized advice. The role involves direct portfolio oversight, regular client engagement, and thoughtful implementation of asset allocation strategies.
Key Responsibilities
Builds successful investment portfolios informed by market conditions and economic trends.
Maintains accurate records and documentation for audits and client reporting.
Recommends portfolio adjustments to grow client’s net worth based on industry trends identified through market and risk analysis.
Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
Evaluates the performance of investment portfolios and ensures compliance with regulatory standards including investor disclosures, privacy laws, AML and anti-fraud measures.
Maintains new and existing client relationships, informing clients of market conditions and meeting to discuss portfolio performance and objectives.
Maintains and informs team of updated knowledge of capital markets to implement best practices.
Provides input into investment models and allocation frameworks.
Supports business development and client retention initiatives.
Additional Responsibilities
All licenses must be obtained within 120 days from start date.
Educational Requirements
University degree preferred.
Work Experience
5+ Years Required; 7+ Years Preferred.
FINRA Registrations
Series 65.
Physical Requirements
Sedentary work.
Location Hybrid Flex – Fairfax, VA or Washington, DC.
Compensation Base Salary: $124,000–$155,000 per year. Additional incentive programs may apply.
Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate based on age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
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