Portfolio Manager Jobs in Iowa
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
The Commercial Portfolio Manager provides commercial lenders with timely and accurate financial information to assist in making informed credit decisions....
Senior Lead- Business Operations and Risk Manager
- Des Moines, IA
- 7 days ago
- Des Moines, IA
- 7 days ago
About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications quickly, securely, and effortlessly. Together, we are building a culture and...
requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or Portfolio Manager Team Lead....
This position offers the option of a hybrid work schedule, with three days working in the office and two days working remotely. At Great West Casualty, were committed to delivering exceptional...
Commercial Portfolio Manager - Huntington Vendor Finance Modifications
- Waterloo, IA
- 11 days ago
- Waterloo, IA
- 11 days ago
Description The Commercial Portfolio Manager - Equipment Finance (PM) services, deepens, and retains assigned customer relationships by pro-actively evaluating and mitigating associated business risks...
Remote WorkSAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Des Moines, IA
- 12 days ago
- Des Moines, IA
- 12 days ago
As a Senior Manager in our Technology practice, you will play a pivotal role in interacting with business stakeholders to evaluate and analyze business models, processes, and operations....
What You'll Do Principal Financial Group is seeking a Technology Risk Management Specialist – Director to join our Corporate Risk team! This is an outstanding opportunity to shape the continued...
Remote WorkVAS - Quality & Risk Management Director (Institutional/Funds)
- Des Moines, IA
- 17 days ago
- Des Moines, IA
- 17 days ago
VAS - Quality & Risk Management Director (Institutional/Funds) Job ID 197526 Posted 17-Jun-2025 Service line Advisory Segment Role type Full-time Areas of Interest Valuations/Appraisal Location(s)...
Risk Consulting - Cloud Risk - Manager - Multiple Cities
- Des Moines, IA
- 17 days ago
- Des Moines, IA
- 17 days ago
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, youll have the chance to build a career as unique as you...
_What Portfolio Management contributes to Cardinal Health_** Portfolio management is responsible for assessing customer needs, market conditions and competition to inform business strategy. This...
Primary Details Time Type: Full timeWorker Type: Employee The Opportunity: The purpose of this role is to support the NAU IT team with their risk management activities as well as engaging with the...
At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our...
and Requirements General Description: Outside sales position. Serves the unique insurance needs of high net worth personal risk clients. Establishes new client pipeline and cross-sells from other...
Job Summary: The Commercial Portfolio Manager ICPM) will assist the Commercial RE Relationship Managers by completing underwriting and due diligence to help analyze new opportunities and close the loans...
ABOUT REPAY REPAY ("Realtime Electronic Payments" / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in...
Demographic Data for Iowa
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Title Synonyms
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Salary for Portfolio Manager Jobs in Iowa
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Iowa offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Asset Allocation
- FactSet
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Financial Modeling
- Derivatives
- Treasury Management
- Wealth Management
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Analytical Skills
- Auditing
- Consulting
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- Reporting
- Documentation
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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