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TIAA
TIAA
H1B वीज़ा प्रायोजकधन प्रबंधनबीमावित्त
TIAA एक वित्तीय सेवाओं और बीमा कंपनी है, जो सेवानिवृत्ति योजना, संपत्ति प्रबंधन और दीर्घकालिक वित्तीय सुरक्षा पर केंद्रित है। इसकी सेवाओं में वार्षिकी, व्यक्तिगत सेवानिवृत्ति खाते, निवेश प्रबंधन और व्यक्तिगत ग्राहकों तथा संस्थागत ग्राहकों के लिए अनुकूलित वित्तीय मार्गदर्शन शामिल हैं। 1918 में स्थापित TIAA सेवानिवृत्ति विशेषज्ञता को जिम्मेदार निवेश के साथ जोड़ती है और 1.2 ट्रिलियन डॉलर की परिसंपत्तियों का प्रबंधन करती है। यह ग्राहकों को भरोसेमंद आजीवन आय की योजना बनाने और अधिक आत्मविश्वासपूर्ण वित्तीय भविष्य तैयार करने में सहायता करती है।
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कंपनी की नौकरियाँ

TIAA Portfolio Analyst, Glendale (Hybrid)

Support client investment portfolios at TIAA by analyzing markets, coordinating trades, reporting performance, and discussing investment strategies with clients.

USसंयुक्त राज्यCOकोलोराडोCTकनेक्टिकट
$81,900 – $92,900 / वर्ष
हाइब्रिडपूर्णकालिकजूनियरमध्य स्तरडिग्री आवश्यक नहींआवश्यक भाषा: अंग्रेज़ीविश्लेषक

विवरण

  • Prepare trust portfolio reports for clients and management.
  • Present portfolio performance and investment strategies at client review meetings.
  • Help Portfolio Managers execute and verify stock, bond, and mutual fund trades.
  • Track portfolio assets and compliance with client investment policy statements.
  • Discuss portfolio positioning, performance, and investment strategies with clients.
  • Assess market, industry, and risk trends to inform portfolio adjustment recommendations.
  • Present investment recommendations to clients with Portfolio Managers.
  • Track portfolio rebalancing and help resolve client service issues.
  • Collect key client information with TCSG to support service resolution.
  • Submit client service requests through Salesforce CRM and coordinate among TCSG, clients, and Portfolio Management.
  • Maintain wealth management databases and client records.
  • Perform research and loss forecasting as needed.
  • Stay informed about capital markets and the investment management industry.

आवश्यकताएँ

  • At least two years of experience in financial services.
  • FINRA Series 65 is preferred; candidates without the license may obtain it within 90 days.
  • Beginner to intermediate investment knowledge.
  • A bachelor’s degree is preferred.
  • Attention to detail.
  • Strong organizational skills and ability to prioritize tasks.
  • Strong relationship management skills and client-facing experience.
  • Self-motivated and proactive, with the ability to work with minimal supervision.
  • Ability to perform effectively both independently and as part of a team.
  • Excellent written and verbal communication skills.
  • Strong organization and time management skills.
  • Ability to analyze and prioritize large volumes of information while managing multiple priorities.
  • Obtain all required licenses within 30 days of the start date.

लाभ

  • Retirement program.
  • Health, wellness, and work-life offerings.
  • Learning opportunities and development pathways.
  • Performance-linked incentives may be available, depending on the role.
  • Drug-free and smoke-free workplace.
  • Reasonable accommodations for applicants with disabilities.

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