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Portfolio Manager - Private Asset Management

TIAA

Princeton, New Jersey, United States Full time June 15, 2026
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Opportunity Description

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 pr...
    • Full time Operations Specialties Managers

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    Opportunity Details

    Location Princeton, New Jersey
    Country United States
    Type Full time
    Category Operations Specialties Managers
    Posted June 15, 2026
    Deadline July 25, 2026

    About TIAA

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    TIAA

    Princeton, United States

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