TIAA je podjetje za finančne storitve in zavarovanje, osredotočeno na pokojninsko načrtovanje, upravljanje premoženja in dolgoročno finančno varnost. Njegova ponudba vključuje rente, individualne pokojninske račune, upravljanje naložb in prilagojeno finančno svetovanje za posameznike ter institucionalne stranke. Podjetje, ustanovljeno leta 1918, združuje strokovno znanje na področju pokojnin z odgovornim vlaganjem in upravlja sredstva v vrednosti 1,2 bilijona dolarjev. Strankam pomaga načrtovati zanesljiv vseživljenjski dohodek in samozavestnejšo finančno prihodnost.
TIAA Portfolio Analyst, Glendale (Hybrid)
Support client investment portfolios at TIAA by analyzing markets, coordinating trades, reporting performance, and discussing investment strategies with clients.
Opis
- 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.
Zahteve
- 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.
Ugodnosti
- 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.