Portfolio Analyst

TIAA

. Prepare analytical reports on trust portfolio status for clients and management .

Posted 10/9/2026full-timeUnited StatesJuniorMid-Level💰 $81,900 - $92,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio management, investment analysis, and client relationship management, with a strong focus on delivering analytical reports and investment recommendations. Proficient in utilizing Salesforce CRM for client service requests and maintaining up-to-date knowledge of capital markets.

Highest-signal resume keywords

Portfolio ManagementInvestment AnalysisClient Relationship ManagementSalesforce CRMFINRA Series 65

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Analytical ReportingInvestment StrategiesTrade ExecutionMarket AnalysisRisk Trend AnalysisPortfolio RebalancingLoss ForecastingWealth Management DatabasesClient Information GatheringAdherence to Investment Policy

Soft Skills

Attention to DetailOrganizational SkillsRelationship ManagementSelf-MotivatedCommunication Skills

Certifications & Qualifications

FINRA Series 65

Industry Keywords

Financial ServicesInvestment ManagementCapital MarketsClient ServicePortfolio Performance

About the role

Key responsibilities & impact

Prepare analytical reports on trust portfolio status for clients and management
Participate in client review meetings to present portfolio performance and investment strategies
Assist Portfolio Managers with stock, bond, and mutual fund trade execution and verification
Monitor portfolio assets and adherence to clients’ investment policy statements
Discuss portfolio positioning, performance, and investment strategies with clients
Analyze market, industry, and risk trends to support portfolio adjustment recommendations
Present investment recommendations to clients alongside Portfolio Managers
Monitor portfolio rebalancing and assist with resolving client service issues
Gather critical client information with TCSG for service resolution
Initiate client service requests via Salesforce CRM and liaise between TCSG, clients, and Portfolio Management
Update wealth management databases and client records
Conduct ad hoc research and loss forecasting analysis
Maintain current knowledge of capital markets and the investment management industry

Requirements

What you’ll need

2+ years of financial services experience
FINRA Series 65 preferred; if not currently licensed, can be obtained within 90 days
Beginner or intermediate level of investment knowledge
Bachelor’s degree preferred qualification
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 ability to work with minimal supervision
Ability to perform at a high level independently and as part of a team
Excellent written and verbal communication skills
Excellent organization and time-management skills
Ability to analyze and prioritize large amounts of information and manage multiple priorities
All licenses must be obtained within 30 days from start date

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work life offerings
Learning experiences and development pathways
Incentive program linked to performance may be included, depending on the role
Drug-free and smoke-free workplace
Reasonable accommodation support for applicants with disabilities