Portfolio Manager - Private Asset Management (Baltimore, MD)

TIAA
Baltimore, MD
Category Finance
Job Description
Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while balancing risk. Builds 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.

Requirements

  • 5+ years working directly with wealth management clients
  • CFA, CFP Certification
  • Builds 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
  • Determines acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions

Benefits

  • Superior retirement program
  • Highly competitive health, wellness and work life offerings
  • Incentive program linked to performance
  • Discretionary incentive programs
  • Non-annual sales incentive plans
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