Trading Manager

Trading

The position is responsible for the management and oversight of the trading team, the implementation of the investment strategy, and the execution of the trading functions for TIAA Kaspick. The role oversees the trading functions including all trading activity, execution and settlement of trades, setting policy and processes, establishing appropriate controls, and resolution of errors in the clients' best interest. This role is responsible for determining the appropriate department structure including job design, roles, and responsibilities. The role sets goals and objectives for the trading department and staff, makes hiring decisions, and conducts annual performance reviews.

Key Responsibilities and Duties

• Oversees trading staff in the implementation of the investment strategy and execution of all trading and portfolio monitoring activities.
• Designs and implements the strategies, processes, and tools for executing trade operations to allow the firm to achieve its objectives.
• Establishes trading policies and procedures that include appropriate controls, risk mitigation strategies, and adhere to internal compliance, audit, and SEC requirements.
• Leads initiatives to solve complex cross-departmental business issues. Collaborates with all areas within the firm to ensure the close integration of the trading function with the other functional areas, e.g., investments, relationship management, reporting, gift administration, operations.
• Establishes individual performance goals and monitors results; prepares and implements training and development plans.
• Manages performance of direct reports through regular, timely feedback as well as the formal performance review process to ensure delivery of trading objectives and engagement, motivation and development of the team.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8PL

Required Experience

• 5 years' experience in financial services; specifically in trading functions & investment management

Preferred Experience

• 7+ years' experience in financial services; specifically in trading functions & investment management
• Knowledge or experience with charitable remainder trusts, gift annuities, endowments
• Bachelor's degree
• Managerial/team lead experience
• Strong oral and written communications skills
• Attention to Detail; Strong organizational and time management skills, ability to assess risk and prioritize tasks

#LI-AB1

Related Skills

Accountability, Analytical Skills, Asset/Investment Modeling, Communication, Critical Thinking, Detail-Oriented, Endowments, Investment Management, Investment Reporting Oversight, Investment Research/Analysis, Investment Strategy Acumen, Portfolio Management

Anticipated Posting End Date:

2024-03-18

Base Pay Range: $140,000/yr. - $170,000/yr.

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).

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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: [email protected]

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