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Muni Client Portfolio Manager at TIAA | JobVerse
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Muni Client Portfolio Manager
TIAA
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Muni Client Portfolio Manager
Chicago, Illinois, United States of America
Full Time
6 days ago
$92,200 - $129,000 USD
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About this role
Role Overview
Supports existing institutional clients by responding to inbound account-level inquiries
Creates, analyzes, and reviews prospective client portfolios
Maintains and supports relationships internally with Portfolio Managers, Research, and Trading teams
Prepares and assembles client presentation decks
Participates in both client and prospective client calls and presentations
Coordinates and completes month-end and quarter-end deliverables
Requirements
Minimum 2+ years of fixed income experience
FINRA series 7 and series 63 or the ability to obtain within 180 days from start date
3+ years of municipal fixed income experience preferred
Genuine interest in and enthusiasm for the quantitative aspects of financial markets
Demonstrated ability to manage multiple priorities simultaneously
Benefits
Health insurance
401(k) matching
Paid time off
Flexible work arrangements
Professional development opportunities
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