Portfolio Manager
Company: Teachers Insurance and Annuity Association
Location: Hamden
Posted on: June 19, 2022
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Job Description:
Portfolio ManagerThe Portfolio Manager works to optimize the
investment performance of client portfolios by selecting assets
that maximize return while appropriately balancing risk. This job
utilizes investment and analytical expertise to build investment
portfolios, manage client expectations and transactions, and
achieve clients' overall investment objectives.Key Responsibilities
and DutiesBuilds successful investment portfolios informed by
market conditions and economic trends.Recommends portfolio
adjustments to grow client's profit based on industry trends
identified through market and risk analysis.Buys and sells
securities in client accounts to maintain a specific investment
strategy or to reach an investment objective.Determines acceptable
risk levels for 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.Qualifications5 Years Required; 7 Years
PreferredUniversity (Degree), PreferredPhysical
RequirementsPhysical Requirements: Sedentary WorkPreferred
EducationUniversity (Degree)Career Level 8ICResponsible for
managing personal investment portfolios (moderate to complex)
designed to achieve the financial objectives of individual
clients.Established track record of success with addressing
challenges and working within unique parameters to design
portfolios that consistently deliver agreed upon financial
results.Demonstrated effectiveness in communication and delivery of
advice to clients that may be local or located in the region of the
PAM office; understands the nuances of managing relationships based
on complexity, distance and accessibility.Proactively establishes
appropriate communication avenues and processes to regularly share
information and updates with others.Serves as primary point of
contact to develop and enhance client relationships through
frequent contact with all interested partiesPotential Salary:
$125,000.00 USDActual base salary may vary based upon, but not
limited to, relevant experience, time in role, base salary of
internal peers, prior performance, business sector, and geographic
location. - In addition to base salary, the competitive
compensation package may include, depending on the role,
participation in an incentive program linked to performance (for
example, annual discretionary incentive programs, non-annual sales
incentive plans, or other non-annual incentive plans).
-_____________________________________________________________________________________________________Company
OverviewAs a part of TIAA's Financial Solutions business, TIAA
Bank, a division of TIAA, FSB, provides full-service, nationwide
banking and lending services to consumer, commercial and
institutional clients through a variety of channels, including
online, its Florida-based financial centers and at other business
offices throughout the country. -COVID-19 VaccinationTIAA requires
all U.S. employees to be fully vaccinated against COVID-19 and
provide documentation of full vaccination, unless you qualify for
an accommodation as determined by TIAA consistent with applicable
law.Benefits and Total Rewards The organization is committed to
making financial well-being possible for its clients, and is
equally committed to the well-being of our associates. That's why
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. To learn more about your benefits, please
review our Benefits Summary.Equal Opportunity We are an Equal
Opportunity/Affirmative Action Employer. We 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 protected status.Read
more about the Equal Opportunity Law here.Accessibility Support
TIAA offers support for those who need assistance with our online
application process to provide an equal employment opportunity to
all job seekers, including individuals with disabilities. -If you
are a U.S. applicant and desire a reasonable accommodation to
complete a job application please use one of the below options to
contact our accessibility support team: -Phone: (800)
842-2755Email: accessibility.support@tiaa.orgPrivacy Notices For
Applicants of TIAA, Nuveen and Affiliates residing in US (other
than California), click here.For Applicants of TIAA, Nuveen and
Affiliates residing in California, please click here.For Applicants
of Nuveen residing in Europe and APAC, please click here.For
Applicants of Greenwood residing in Brazil (English), click
here.For Applicants of Greenwood residing in Brazil (Portuguese),
click here. -For Applicants of Westchester residing in Brazil
(English), click here.For Applicants of Westchester residing in
Brazil (Portuguese), click here. -Job SummaryJob number:
R211200322Date posted : 2022-06-15Profession: Wealth
ManagementEmployment type: Full_time
Keywords: Teachers Insurance and Annuity Association, Hamden , Portfolio Manager, Executive , Hamden, Connecticut
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