Director, Muni Client Portfolio Manager

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🕒 April 30

🏢🏡 Chicago – Hybrid

💵 $92.2k - $129k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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TIAA

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1918

💸 Finance

Finance • Wealth Management • Retirement Planning

TIAA is a leading financial services company specializing in retirement planning and wealth management. The company offers a wide range of retirement products, including annuities and IRAs, designed to provide guaranteed lifetime income and secure financial futures for individuals. With over a century of experience, TIAA is one of the largest investment managers, responsible for $1. 2 trillion in assets under management. TIAA also engages in responsible investing and provides personalized financial advice to help customers optimize their investment portfolios. Their services are tailored for both individual and institutional clients, aiming to ensure a secure and confident retirement journey.

📋 Description

• supports activities within municipal investment products and the client portfolio management for municipal strategies • ensuring timely, accurate, and accessible performance information • communicating findings in a clear and succinct manner to internal audiences and external clients • assisting with the preparation and completion of RFP requests • supporting performance attribution efforts across municipal strategies • maintaining relationships with client portfolio managers, sales teams, and internal business partners

🎯 Requirements

• 2+ years of Municipal Fixed Income experience • 3+ years of municipal performance attribution experience (preferred) • RFP experience • Working knowledge of Bloomberg & InvestorTools • Strong communication skills • Familiarity with fixed income markets

🏖️ Benefits

• comprehensive Total Rewards package • superior retirement program • highly competitive health, wellness, and work-life offerings