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Portfolio Analyst
Tiaa
2 LocationsPosted Oct 9, 2026 · 2h ago$82K – $93K
Full-time$82K – $93KMid levelOn-siteBanking
About this role
As a Portfolio Analyst, you will provide licensed investment and analytical support to Portfolio Managers, helping to optimize client portfolio performance. This role involves conducting economic and market analysis, direct client interaction through reporting and trading, and presenting investment recommendations. You will exercise independent judgment in portfolio analysis, risk assessment, and investment strategy.
What we are looking for
6- Provide licensed investment and analytical support to Portfolio Managers
- Conduct economic, market, and industry analysis
- Execute and verify stock, bond, and mutual fund trading
- Monitor portfolio assets and adherence to investment policy
- Prepare analytical reports and participate in client review meetings
- Maintain knowledge of capital markets and investment management industry