Portfolio Manager (Baltimore, MD) - Private Asset Management

Portfolio Manager

The 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 Duties

• 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.
• 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.

Educational Requirements

University (Degree) Preferred

Work Experience

5 Years Required; 7 Years Preferred

Physical Requirements

Physical Requirements : Sedentary Work

Career Level

8IC

Required Qualifications

5+ years working directly with wealth management clients

Preferred Qualifications

7+ years working directly with wealth management clients

CFA, CFP Certification

Candidates should possess this level of experience for further consideration.

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

Anticipated Posting End Date : 2025-09-10 Base Pay Range : $124,000 / yr - $155,000 / yr

Actual 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 Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.

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.

Equal Opportunity

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.

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) 842-2755

Email : accessibility.support@tiaa.org