Portfolio Strategy
TIAA•Chicago, IL
•$114,000 - $143,000•Onsite
About The Position
Portfolio Strategy provides support and coverage of the multi-asset market for the client and organization. Working under moderate supervision, this job coordinates the day-to-day processes within the portfolio management department. This job also develops portfolio solutions strategies that support client objectives.
Requirements
- 3+ Years Required
- Series 7
- Series 63
Nice To Haves
- University (Degree) Preferred
- 5+ Years Preferred
- CPA preferred or working towards completion
- Client facing experience with a US Wealth Manager
- Bloomberg Analytics proficiency a plus
Responsibilities
- Leads and supports projects for the continued evolution of the Portfolio Strategy & Solution team and services.
- Assists in preparation of internal and external client meetings, including Learning & Development activities.
- Supports investment research and thought leadership activities.
- Develops collateral and other marketing materials and assists with Request For Proposals/Due Diligence Questionnaires responses.
- Assesses practical implications for investment strategy and makes recommendations based on market trends.
- Produces weekly, monthly, and yearly attribution reports and highlights portfolio trends against benchmarks.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
