Portfolio Analyst

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From TIAA’s original posting

Analyst, Portfolio The Analyst, Portfolio provides licensed investment and analytical support to Individual/Trust Account Portfolio Managers to help optimize the investment performance of client portfolios. This role conducts economic, market and industry analysis to inform wealth management decisions and align client investment objectives and risk profiles with portfolio decisions. The position involves direct client interaction through portfolio reporting, trading execution and verification for client accounts, and participation in client meetings. Under general supervision, this role exercises independent judgment in portfolio analysis, risk assessment, and investment recommendations presented to clients. Key Responsibilities and Duties • Prepares analytical reports on trust portfolio status for clients and management team to update and create alignment between the two parties and participates in client review meetings to present portfolio performance and investment strategies. • Assists Portfolio Managers in the execution and verification of stock, bond and mutual fund trading to optimize clients' investment portfolios, exercising judgment in trade execution within established…