The Investment Portfolio Analyst executes the cash management strategy of TIAA bank’s AFS liquidity portfolio by contributing to treasury activities. Working under limited supervision, this job manages treasury projects and contributes to cash flow monitoring and reporting as well as financial transaction and status reporting. This role will be a member of discretionary fixed income portfolio team.
Key Responsibilities and Duties
Manage a subset of the fixed income discretionary portfolio – Analyze, trade, monitor, report, and present
Identify and recommend portfolio trades and securities positioning to investment portfolio manager
Evaluate new issues and secondary opportunities brought to market daily for potential investment in portfolio
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Stay informed on economic data releases, market moves (rates, spreads), FOMC developments – to ensure team is continually informed
Read and compose regular market commentary (and ad hoc as needed) for Investment Portfolio Manager consumption and wider bank distribution
Build decks to inform various audiences on macro themes, market updates and portfolio trends
Enhance dashboards and other various reports to monitor invested asset classes in the current discretionary portfolio (to include USTs, MBS, Corp, Muni, and Structured Products)
Develop asset class monitors to optimize portfolio management
Pull information and document as needed to conduct required pre-purchase analysis of security acquisitions
Educational Requirements
- University (Degree) Preferred
Work Experience
- 3+ Years Required; 5+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
- 3+ years of portfolio management or fixed income trading experience or in a Treasury role
Preferred Qualifications:
- 5+ years of portfolio management or fixed income trading experience
- Bachelor’s degree in Finance, Mathematics, Accounting, Economics, Statistics, or Business
- CFA or willingness to achieve CFA designation
- Advanced proficiency in Excel and programming experience utilizing VBA on Excel; advanced skills in building and manipulating Excel spreadsheets
- Experience using Bloomberg, Yield Book, S&P Capital IQ and SNL
- Prior work environment exposure to portfolio management concepts
- Knowledge of macroeconomics, fixed income markets and bond valuations
- Strong securities valuation analysis skills
- Basic corporate or municipal credit analysis skills
- General knowledge of treasury functions
- General knowledge of statistics
Potential Salary: $109,800.00 USD
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).
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Company Overview
As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.
COVID-19 Vaccination
TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.
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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law 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
Privacy Notices
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For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.
For all other residents, click here to access the Applicant Privacy Notice.