Portfolio Manager

3 weeks ago

Burlington, Canada TIAA Full time

Portfolio Manager – TIAA Private Asset Management The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for high net‑worth clients, overseeing investment portfolios and providing personalized advice. This role involves direct portfolio oversight, regular client engagement, and thoughtful implementation of asset‑allocation strategies. It requires strong market knowledge, client‑facing confidence, and the ability to manage portfolios that align with complex financial goals. Key Responsibilities Build investment portfolios informed by market conditions and economic trends. Recommend portfolio adjustments to grow clients’ net worth based on identified market and risk analysis. Execute securities transactions to maintain or achieve investment strategy or objectives. Determine acceptable risk levels with clients based on time horizons, risk preferences, return expectations, and market conditions. Evaluate portfolio performance and ensure compliance with regulatory standards, investor disclosure, privacy, anti‑money laundering, and anti‑fraud requirements. Maintain and inform clients of market conditions, investment research, and economic trends, and meet with them to discuss portfolio performance and objectives. Keep the team updated on capital‑market knowledge and investment‑management best practices. Provide input into investment models and allocation frameworks. Support business development and client‑retention initiatives. Maintain accurate records and documentation for audits and client reporting. Additional Responsibilities Obtain all required licenses within 120 days of start date. Qualifications 5+ years working directly with wealth‑management clients (preferred 7+ years). CFA or CFP certification (preferred). University degree (preferred). Series 65 registration. Experience with regulatory compliance, privacy, and AML policies. Strong analytical and communication skills. Client‑relationship management experience. Additional Requirements Physical: Sedentary work environment. Career Level: 8IC. Compensation Base Pay Range: $124,000 – $155,000 per year. Actual base salary may vary based on experience, time in role, internal peers, performance, business sector, and location. In addition to base salary, compensation may include a performance incentive program. Posting Information Anticipated posting end date: 2025‑10‑27. Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered retirement solutions for millions of people. Founded to help educators retire with dignity, today we are a market‑leading retirement company fueled by world‑class asset management. Benefits and Total Rewards The organization offers a comprehensive Total Rewards package designed to support physical, emotional, and financial well‑being, including a superior retirement program and competitive health, wellness and work‑life offerings. 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. Accessibility Support TIAA offers support for individuals with disabilities. Contact the Accessibility Support Team at (800) 842-2755 or accessibility.support@tiaa.org for assistance with the online application process. #J-18808-Ljbffr

  • Agile Portfolio Manager

    7 days ago

    Burlington, Canada TransUnion Full time

    TransUnion's Job Applicant Privacy Notice **What We'll Bring**: At TransUnion, we are dedicated to finding ways information can be used to help people make better and smarter decisions. As a trusted provider of global information solutions, our mission is to help people around the world access the opportunities that lead to a higher quality of life, by...

  • Portfolio Manager

    3 weeks ago

    Burlington, Canada TIAA Full time

    Portfolio Manager – TIAA Private Asset Management The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for high net‑worth clients, overseeing investment portfolios and providing personalized advice. This role involves direct portfolio oversight, regular client engagement, and thoughtful implementation of...

  • Private Asset Portfolio Manager for UHNW Clients

    3 weeks ago

    Burlington, Canada TIAA Full time

    A leading retirement solutions firm in Burlington is seeking an experienced Portfolio Manager to oversee investment portfolios for high net-worth clients. This role involves direct portfolio oversight, client engagement, and the implementation of asset-allocation strategies. The ideal candidate should have over 5 years of experience in wealth management and...

  • Private Asset Portfolio Manager for UHNW Clients

    3 weeks ago

    Burlington, Canada TIAA Full time

    A leading retirement solutions firm in Burlington is seeking an experienced Portfolio Manager to oversee investment portfolios for high net-worth clients. This role involves direct portfolio oversight, client engagement, and the implementation of asset-allocation strategies. The ideal candidate should have over 5 years of experience in wealth management and...

  • Manager, Portfolio Services

    1 week ago

    Burlington, Canada DLL Full time

    **Manager, Portfolio Services & Administration** Find out more here about how you can unleash your full potential at DLL! **Day to Day** - Lead, mentor, and motivate a team of approx. 22-25 employees (2 Team Leads and their direct reports), providing guidance, support, and feedback to foster professional growth and development. - Develop and implement...

  • Portfolio Services Administrator

    1 week ago

    Burlington, Canada DLL Full time

    **Portfolio Services Administrator** As a Portfolio Services Administrator, you can expect to work collaboratively with a team of about 4 colleagues on General Ledger (GL) fund management and various reports. You will be ensuring that all lease and loan forms and/or documentation is accurately completed, updated when required, consistent with credit and...

  • Manager/sme Leasing Portfolio Management Team

    2 days ago

    Burlington, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** Manages and leads a hands-on diverse team within a centralized client fulfillment/servicing Centre who are responsible for administration of a leasing portfolio, operationalizing client care strategies, providing direction relative to the identification of process and efficiency improvements, problem resolution...

  • Portfolio Specialist, Non-note

    1 week ago

    Burlington, Canada DLL Full time

    **Portfolio Specialist, Non-Note** As a Portfolio Specialist, you can expect to work collaboratively with a team of about 4 colleagues on completing retail transactions system invoicing, vendor and manufacturer audits and reporting. You will be ensuring the accurate completion for reconciling GL entries, specialized invoicing and payments, and aging...

  • Associate Portfolio Manager/investment Analyst

    2 weeks ago

    Burlington, Canada Portland Investment Counsel Inc. Full time

    **Assist with the following functions**: - Screen for investment opportunities using quantitative and qualitative criteria. - Perform thorough bottom-up analysis of investment opportunities and keep current with investment holdings and prospective holdings’ related developments - Collect and analyze company data from a variety of sources (annual reports,...

  • Bilingual Lease Portfolio Specialist

    2 weeks ago

    Burlington, Canada RBC Full time

    Bilingual Lease Portfolio Specialist – RBC What is the opportunity? As a Bilingual Lease Portfolio Specialist, you will play a key role in mitigating client, reputational and operational risks related to credit and fulfilment processes for RBC Leasing services. Enhance client experience, support retention, and reduce revenue leakage by providing financial...