Portfolio Analyst

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 parameters and regulatory requirements.
• Monitors existing portfolio assets and reviews adherence to client's investment policy statement on a regular basis, engaging with clients as needed to discuss portfolio positioning, performance, and investment strategies.
• Contributes observations and insights to help form recommendations for portfolio adjustments to obtain stable profit based on industry trends identified through market and risk analysis and presents investment recommendations to clients alongside Portfolio Managers.
• Maintains an active role in monitoring operational matters, including portfolio rebalancing activities, and assisting with resolving client service issues as needed. Work in collaboration with TCSG gathering critical information from client for service resolution.
• Initiates client service requests via Salesforce CRM. Acts as liaison between TCSG, client and Portfolio Management team
• Updates wealth management databases, maintains client records and conducts ad-hoc research as requested by management team.
• Conducts loss forecasting analysis for the internal portfolio to determine potential risk of individual portfolios and maintains up-to-date knowledge of capital markets and the investment management industry.
• Maintains up-to-date knowledge of capital markets and the investment management industry.

Additional Responsibilities

• All licenses must be obtained within 120 days from start date.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 2+ Years Required; 3+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 65

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level 6IC

Required Qualifications

• 2+ years of financial services experience

Preferred Qualifications

• 3+ years of financial services experience; specifically in client investment portfolios
• FINRA Series 65 is preferred; if not currently licensed, can be obtained within 90 days
• Beginner or Intermediate level of investment knowledge
• Bachelor's degree
• Attention to Detail; Strong organizational skills and ability to prioritize tasks
• Strong relationship management skills with client facing experience
• Self-directed, self-starter, and motivated with the ability to work with minimal supervision.
• Ability to perform at a high level, both independently and as a part of a team
• Excellent communication skills, both written and verbal
• Excellent organization and time-management skills; ability to analyze and prioritize large amounts of information and manage multiple priorities at once.

Related SkillsChange Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax

Anticipated Posting End Date: 2026-09-11

Base Pay Range: $81,900/yr - $92,900/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.