Director, Portfolio Construction

New Today

Portfolio Construction This role influences the growth of assets under management, and, by developing and executing the investment strategy, plays an integral role in delivering financial well-being to clients. It also defines the client experience, being very impactful for clients as it has primary responsibility for generating investment performance and mitigating risk.
Key Responsibilities and Duties Generates investment performance in excess of strategies' benchmarks, while meeting objectives of mitigating risk and displaying prudent judgment; contribute to attainment of clients' long-term financial goals. Anticipates and adapts to changing markets by offering and evolving investment solutions that meet the needs of clients and business partners Constructs the framework for development and enhancement of high quality portfolio construction strategies; create the necessary bandwidth to execute goals in a scalable and efficient manner, while adhering to established guidelines Plays lead role in creating and launching new products; develop and execute action plans to accomplish projects and facilitate growth Partners in development of internal and external communications pertaining to investment strategy, philosophy, and market developments to educate business partners and clients, while helping to enhance TIAA's presence Cultivates relationships with business partners by identifying and addressing their needs and emphasizing collaboration to leverage contributions across teams and facilitate positive outcomes for clients Maintains responsibility for fiduciary principles relative to portfolio construction and the investment management function; guide risk management considerations and contribute to compliance initiatives Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 9IC Required 5+yrs Experience building and managing multi-asset class portfolios designed to meet specified objectives in a wealth management environment Experience selecting active managers across all major asset classes Experience with finding and capitalizing on sources of excess return: both long-term structural sources and tactical opportunities
Preferred: Ability (or willingness to quickly learn) to write code (e.g. Python, R, Matlab) Experience utilizing alternatives in a mass affluent setting (e.g. 40-act vehicles) Experience with direct indexing, ideally overlaying active/thematic tilts Experience with one or more risk models (e.g. Bloomberg PORT, Barra) Ability to collegially debate investment concepts, theory, and application. Experience creating and managing data that occasionally drives very large trades Strong Excel skills
Company Overview
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 pathways-because 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.
See our full Equal Employment Opportunity & Non-Discrimination statement below. You can read more about your rights and view government notices here .
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .
For Applicants of TIAA Global Capabilities, click here .
For Applicants of Nuveen residing in Europe and APAC, please click here .
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.
Read more about your rights and view government notices here .
Location:
Charlotte
Job Type:
FullTime

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