Portfolio Manager, Private Asset Management (Washington, DC or Fairfax, VA)
Teachers Insurance and Annuity Association of America, Washington, District of Columbia, United States
Portfolio Manager, Private Asset Management
The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. Key Responsibilities and Duties
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 standards provided by regulatory organizations including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and 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
SRC Indicator: Series 65 Physical Requirements
Sedentary Work Career Level
8IC Location
This position is deemed Hybrid Flex which means it will not be a fully remote position but will allow for some flexibility. Target location(s) for this opportunity is Fairfax, VA or Washington, DC. Related Skills
Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax Benefits and Total Rewards
We offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. Equal Opportunity Employer
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
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The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. Key Responsibilities and Duties
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 standards provided by regulatory organizations including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and 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
SRC Indicator: Series 65 Physical Requirements
Sedentary Work Career Level
8IC Location
This position is deemed Hybrid Flex which means it will not be a fully remote position but will allow for some flexibility. Target location(s) for this opportunity is Fairfax, VA or Washington, DC. Related Skills
Change Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax Benefits and Total Rewards
We offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. Equal Opportunity Employer
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
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