Senior Private Asset Portfolio Manager

TIAA; Evanston (IL); On-site; USD 145,000 - 175,000; Full time

Job summary

TIAA is seeking a Portfolio Manager for Private Asset Management to act as a central contact for high net worth clients, overseeing portfolios and delivering personalized advice. The role includes direct client engagement, asset allocation implementation, and ongoing research to support investment decisions.

The candidate should have 5+ years with wealth management clients and a strong background in portfolio management, investment reporting, and capital markets knowledge.

Qualifications

• 5+ years working directly with wealth management clients.
• Experience with high net worth client portfolios.
• Strong understanding of asset allocation and investment strategy.

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 market and risk analysis.
• Executes securities transactions in client portfolios to maintain investment strategy and objectives.
• Maintains and informs team of updated knowledge of capital markets and the investment management industry.

Skills

Wealth management client service

Portfolio management

Financial analysis

Communication

Risk assessment

Regulatory compliance

Client reporting

Data analysis

Education

University Degree

CFA

CFP Certification

Job description

TIAA is seeking a Portfolio Manager for Private Asset Management to act as a central contact for high net worth clients, overseeing portfolios and delivering personalized advice. The role includes direct client engagement, asset allocation implementation, and ongoing research to support investment decisions.

The candidate should have 5+ years with wealth management clients and a strong background in portfolio management, investment reporting, and capital markets knowledge.