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Portfolio manager jobs in Des Moines, IA

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  • Financial Manager - AI Trainer ($150 per hour)

    Mercor

    Portfolio manager job in Ames, IA

    Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab. You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of January (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**
    $69k-97k yearly est. 60d+ ago
  • Experienced Portfolio Manager (Considering Multiple Levels)

    Principal Financial Group 4.6company rating

    Portfolio manager job in Des Moines, IA

    What You'll Do We have an exciting opportunity within the Benefits & Protection Portfolio Office for a Portfolio Manager who can contribute in an outcome focused agile organization. This is a chance to engage with multiple roles and stakeholders across businesses, functions, technology product families, providing portfolio management and enabling support that helps us accomplish business objectives together. You'll have the opportunity to: Lead critical initiatives across businesses, functions, and technology product families Engage where there is a business need and effectively providing planning, organization, communication, transparency, collaboration, prioritization, investment, dependency, and risk management to achieve outcomes Partner within a technology product leadership team, providing portfolio management, and supporting leaders, product managers, and stakeholders Leverage an agile approach that focuses on strategic and financial outcomes Navigate ambiguity and leading through change Build relationships, empowering others, and foster a culture of innovation, discovery, and growth Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years. Who You Are Bachelor's degree or relevant experience 6+ years of project/program/portfolio management Demonstrated capability to effectively oversee numerous priorities within a fast-paced setting Proficient in leveraging and tailoring portfolio/project management approaches in an agile outcome driven organization Advanced in planning, organization, prioritization, dependencies, problem solving, and stakeholder engagement Able to work independently and in a team orientated environment Strong communication, facilitation, presentation, and influencing abilities Excellent interpersonal and relationship building skills Expertise in agile, product, and dev-ops concepts Demonstrated adaptability and results orientation Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $106400 - $167000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible Yes Work Environments This role offers an in-office and hybrid (blending at least three office days in a typical workweek) work arrangement in Des Moines, IA. Job Level We'll consider talent at the next level (Strategic Portfolio Manager I) with the right experience and skills. Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 10/24/2025 Most Recently Posted Date 11/13/2025 LinkedIn Hashtag #LI-EW1
    $106.4k-167k yearly 41d ago
  • Portfolio Manager I (Central Iowa)

    West Bancorporation 4.8company rating

    Portfolio manager job in Des Moines, IA

    Purpose: Assist Commercial Bankers in obtaining and maintaining loan documents ensuring accurate files are set up within AccuSystems, monitoring receipt of financials, and providing outstanding customer service. Essential Duties & Responsibilities New Business: Set up and maintain loan document workbooks/ files. Communicate with borrowers to facilitate efficient processing, funding, and closing of loan transactions, including following through on requests for information. Accountability includes setting clients up in the system for sales staff, updating all our client information, and contacting clients for additional information we may need. (35%) Customer Service: Work closely with Commercial Bankers and other internal staff to promote communication and ensure quality service delivery. Provide prompt responses to customer inquiries. Ensure compliance with regulatory and internal requirements. Acquire thorough familiarity with customer files as assigned, to serve as point person for communication. Maintain loan coding and exception tracking systems. Prepare and send demand letters for past due loans. Assist examiners with files during exam times. (35%) Loan Closing: Track financials/insurance and filing documents. Ensure documents are in correct order in files and prepared for closing. (25%) Build Strong Communities: Actively involved in identifying the needs of the businesses and the families in their community. Participate in community events, including staffing at least one event (art festivals, community celebrations, etc.), representing West Bank as requested by attending at least one luncheon, dinner, or reception, and participating in at least one community festival (parades, bank-sponsored outreach events, etc.) per year. (5%) Qualifications (Include Education and Experience) High School Education, Associates Degree preferred. 2-3 years banking experience. Attention to detail. Ability to multi-task. Excellent oral and written communication skills. Good organizational skills. Self motivated. Proficient with MS Word/Excel. Knowledge of banking and commercial lending.
    $67k-107k yearly est. 17d ago
  • Commercial Portfolio Manager I, II or III - Cedar Rapids

    Bankers Trust 4.5company rating

    Portfolio manager job in Des Moines, IA

    There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents," being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the Business Record. Job Summary: The Commercial Portfolio Managers assist the bank's Commercial Relationship Managers by completing underwriting and due diligence to help analyze new opportunities in accordance with established lending objectives, policies and procedures. The position may perform all duties associated with the Commercial Relationship Manager position as assigned by the Commercial Relationship Manager. This position will also maintain and service existing customers as well as ensure that credit quality guidelines and policies are met and monitored. This position will be hired at a Level I, II or III depending on experience. Primary Functions and/or Responsibilities: * Assists the Commercial Relationship Managers by requesting and obtaining all information needed from the client or prospect to underwrite the credit request * Assists the Commercial Relationship Managers to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk * Assists the Commercial Relationship Managers in the monitoring of the portfolio which includes, but is not limited to, financial tracking and monitoring maturing notes/annual reviews * Conducts business in compliance with bank policies and procedures, as well as all federal and state laws and regulations * Participates with the Commercial Relationship Managers in meetings to discuss work in process, exceptions, maturing notes, and annual reviews * Participates with the Commercial Relationship Managers in meetings with existing and/or prospective clients * Participates in discussions and subsequent meetings with the commercial lending department, industry specialists, and other interested parties to exchange information and ideas, and to seek to understand the opinions of others * Presents to Senior Loan Committee * Performs other duties as assigned Education and/or Experience: * Four-year college degree in a related field preferred OR an equivalent combination of education and experience Commercial Portfolio Manager I * BA or BS degree in Business, Accounting or Finance * At least two years of relevant commercial credit experience required Commercial Portfolio Manager II * BA or BS degree in Business, Accounting or Finance * At least four of relevant commercial credit experience required Commercial Portfolio Manager III * BA or BS degree in Business, Accounting or Finance * At least six years of relevant commercial credit experience required, including credit analysis and/or portfolio management. Specific Skills, Knowledge & Abilities: * Ability to research and understand commercial and commercial real estate lending and banking regulations * Ability to deal effectively with customers and all levels of the bank organization * Commercial credit analysis skills required Hiring Salary Range The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Salary Range: CPM III $76,000 - $91,000, CPM II $66,000 - $78,000 , CPM I $58,000 - $69,000 Benefits * Group Health, Dental, and Vision Insurance * Generous Paid Time Off (PTO) * Volunteer Time Off (VTO) * 401(k) plan with lucrative company match * Tuition assistance * Company Paid Life Insurance * Paid Parental Leave * Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more. * Team Member Banking - a suite of products and services with special benefits for employees Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week). EQUAL OPPORTUNITY EMPLOYER "PROTECTED VETERANS" AND "INDIVIDUAL WITH DISABILITY"
    $76k-91k yearly 9d ago
  • Director, Government Portfolio Leader

    Kyndryl

    Portfolio manager job in Des Moines, IA

    **Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
    $79k-133k yearly est. 14d ago
  • SAP Enterprise Asset Management (EAM) Manager

    PwC 4.8company rating

    Portfolio manager job in Des Moines, IA

    **Specialty/Competency:** SAP **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 80% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Analyse and identify the linkages and interactions between the component parts of an entire system. + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. + Develop skills outside your comfort zone, and encourage others to do the same. + Effectively mentor others. + Use the review of work as an opportunity to deepen the expertise of team members. + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite. Responsibilities - Lead the creation and implementation of enterprise asset management solutions - Supervise, develop, and coach teams to achieve top-quality deliverables - Manage client service accounts and drive client engagement workstreams - Oversee every aspect of complex Generation and Utility engagements - Independently analyze and solve complex problems - Assure successful planning, budgeting, and execution of projects - Foster a culture of continuous improvement and innovation - Utilize technology to enhance service delivery What You Must Have - Bachelor's Degree - 5 years of experience What Sets You Apart - Leading SAP EAM suite engagements - Experience with SAP S4 Hana and SAP ECC - Designing and deploying SAP EAM solutions - Leading large-scale transformation deployments - Practice development in EAM talent recruiting - Sales lifecycle and client relationship management - Proposal management and presentation skills - Functional implementations in various management areas - Industry knowledge in power generation and renewables Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $99k-232k yearly 60d+ ago
  • Financial Reporting Manager

    Berkshire Hathaway Energy 4.8company rating

    Portfolio manager job in Des Moines, IA

    MidAmerican Energy Company, a Midwest utility, provides regulated electric and natural gas service to more than 1.6 million customers in Illinois, Iowa, Nebraska and South Dakota. The company owns and operates a portfolio of power-generating assets, approximately 61% of which is wind generation. MidAmerican Energy Company is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Employees must be able to perform the essential functions of the position, with or without an accommodation. MidAmerican Energy Company has an exciting career opportunity available. Take the next step in your career and apply now! Bachelor's degree in accounting, finance or business; master of business administration or certified public accountant preferred. (Typically six years of related, progressive work experience would be needed for candidates applying for this position who do not possess a bachelor's degree.) Seven years of related experience, including two years in a senior technical/leadership role. Superior research and analytical skills with experience in financial and regulatory analyses. Advanced leadership skills to provide direction and guidance to individuals and/or teams toward the achievement of goals. Effective interpersonal skills with the ability to work independently and as part of a team. Effective analytical, problem-solving and decision-making skills. Ability to maintain confidentiality of information. Effective verbal and written communication skills; ability to develop and conduct presentations. Strong project management skills; the ability to prioritize and handle multiple tasks and projects concurrently. Strong personal computer skills; proficiency in Word, Excel, Access, DB2 and PowerPoint; demonstrated ability to understand and utilize computer systems and applications for analysis. Employees must be able to perform the essential functions of the position, with or without an accommodation.We celebrate diversity, equity and inclusion, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Position descriptions are developed as guides for the employees of MidAmerican Energy Company. The management team of MidAmerican Energy Company reserves the right to modify job responsibilities and position requirements to meet the corporate business goals and needs. Coordinates and assists with SEC, FERC, IUB and ICC financial and regulatory reporting on behalf of MidAmerican Funding, LLC and MidAmerican Energy Company, including accumulation of data from throughout the organization, distillation of such data into appropriate and clear disclosures, communication and coordination with BHE corporate accounting staff, evaluation and implementation of accounting guidance, conversion of data into SEC-mandated file-ready format using specialized software and evaluation and application of procedures and/or internal controls. (40%) Originate financial data for monthly internal financial reports and periodic regulatory compliance and rate filings. (10%) Represent MidAmerican Energy's interests and positions on BHE's accounting standards committee which evaluates and coordinates implementation of new accounting guidance, requiring a comprehensive understanding of company activities and the applicability of new guidance relative to such activities. (15%) Report, analyze and interpret financial, regulatory and operating data for management and corporate functions. Such reporting analysis and interpretation may include product margin, cost analysis, profitability analysis, regional geographic assessments, pricing analysis, and any other ad-hoc analysis of interest to management and business unit leaders. (10%) Coordinate with the organization in the preparation of periodic reports to BHE senior management and Board of Directors (10%) Provide accounting assistance to personnel and various departments throughout the organization. (10%) Perform additional responsibilities as requested or assigned. (5%)
    $98k-123k yearly est. Auto-Apply 59d ago
  • Product Portfolio Manager

    Emerson 4.5company rating

    Portfolio manager job in Marshalltown, IA

    We are an equal opportunity employer looking for a leader to be responsible for controlling valve product lifecycle from concept to obsolescence, who develops and implements product management and marketing strategies to achieve sales, profitability, and customer service goals! This role will be based in our Marshalltown, IA location. In this role, you will work globally with customers, sales, world area marketing, and engineering team members to manage the lifecycle of the current products, define, develop, and launch new products, product modifications, and buyout strategies to increase market share and expand into new markets. In addition, you will be responsible for driving and analyzing market trends, market research, competitive updates, technical differentiation and driving business opportunities for the product portfolio. As the global leader, you will bring forward and champion these opportunities from the World Area into the Business Units. Other responsibilities will include detailed understanding and management of the Financial and business performance on Gross Profit, Average Unit Price Mix, Price and Unit volumes for the product portfolio. Emerson offers generous benefits, and flexible work schedules, and we are committed to a diverse workforce! **In This Role, Your Responsibilities Will Be:** + **Understand Portfolio Uses in the Market** + Maintain a knowledge base of competitive products on the market + Understanding Customer Use cases for product expansions + Finding new opportunities for existing products in existing or new markets + Travel to customer sites for face-to-face interaction + **Improve financial performance** + Profitability improvement, supply chain resiliency, global reach + Lead time initiatives + Product enhancements and reinventions to extend the product lifecycle + Assist in the analysis of business trends, such as bookings, market participation, run rates, quote conversion rates, etc., and propose corrective strategies where applicable. + Work with country sales organizations to develop and ensure Product tiering strategies are implemented at the country level to improve wins in both volume and profit + **Drive Product Awareness and Technical Expertise** + Act as Product spokesperson, create technical papers, speak at trade shows, share success stories + Work with Marcom on sales collateral to extend product awareness in the marketplace + Develop user documentation and marketing material + Serve as subject matter expert to solve issues + Train Sales and Service personnel (product and market segment focus) + Train Education Services personnel and support coursework development **Who You Are:** Has a track record of exceeding goals optimally. Pushes self and helps others achieve results. Encourages the open expression of diverse ideas and opinions. **For This Role, You Will Need:** + Master's Degree in Business or Engineering Management + 2+ years of industry experience + Engineering background or related experience needed to investigate and develop customer application/product needs, conduct competitive analysis, and develop product specifications and general product improvements consistent with market needs + Experience with Industrial Business to Business sales + Experience in process engineering, sales, or marketing + Understand process control or similar business, have a good knowledge of the marketplace, competitive product customers, and applications + Solid understanding of commercial and technical applications of control valves or similar products. + Ability to effectively communicate with technical experts and non-technical salespeople + Capable of developing strong global relationships + Strong communication skills to create a clear vision, customer value proposition, and sales intermediary value proposition + Strong organizational skills + Ability to maintain keen attention to detail, multitask, and work well under pressure + Legal authorization to work in the United States - sponsorship will not be provided for this position **Preferred Qualifications That Set You Apart:** + MBA + 5+ years of industry experience **Our Culture & Commitment to You** At Emerson, we prioritize a workplace where every employee is valued, respected, and empowered to grow. We foster an environment that encourages innovation, collaboration, and diverse perspectives,because we know that great ideas come from great teams. Our commitment to ongoing career development and growing an inclusive culture ensures you have the support to thrive. Whether through mentorship, training, or leadership opportunities, we invest in your success so you can make a lasting impact. We believe diverse teams, working together are key to driving growth and delivering business results. We recognize the importance of employee well-being. We prioritize providing flexible, competitive benefits plans to meet you and your family's physical, mental, financial, and social needs. We provide a variety of medical insurance plans, with dental and vision coverage, Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, and much more. Our culture offers flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave \#LI-AN1 **WHY EMERSON** **Our Commitment to Our People** At Emerson, we are motivated by a spirit of collaboration that helps our diverse, multicultural teams across the world drive innovation that makes the world healthier, safer, smarter, and more sustainable. And we want you to join us in our bold aspiration. We have built an engaged community of inquisitive, dedicated people who thrive knowing they are welcomed, trusted, celebrated, and empowered to solve the world's most complex problems - for our customers, our communities, and the planet. You'll contribute to this vital work while further developing your skills through our award-winning employee development programs. We are a proud corporate citizen in every city where we operate and are committed to our people, our communities, and the world at large. We take this responsibility seriously and strive to make a positive impact through every endeavor. At Emerson, you'll see firsthand that our people are at the center of everything we do. So, let's go. Let's think differently. Learn, collaborate, and grow. Seek opportunity. Push boundaries. Be empowered to make things better. Speed up to break through. Let's go, together. **Work Authorization** Emerson will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1(including those with OPT or CPT) , H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire. **Equal Opportunity Employer** Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment. **Accessibility Assistance or Accommodation** If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: idisability.administrator@emerson.com . **ABOUT EMERSON** Emerson is a global leader in automation technology and software. Through our deep domain expertise and legacy of flawless execution, Emerson helps customers in critical industries like life sciences, energy, power and renewables, chemical and advanced factory automation operate more sustainably while improving productivity, energy security and reliability. With global operations and a comprehensive portfolio of software and technology, we are helping companies implement digital transformation to measurably improve their operations, conserve valuable resources and enhance their safety. We offer equitable opportunities, celebrate diversity, and embrace challenges with confidence that, together, we can make an impact across a broad spectrum of countries and industries. Whether you're an established professional looking for a career change, an undergraduate student exploring possibilities, or a recent graduate with an advanced degree, you'll find your chance to make a difference with Emerson. Join our team - let's go! **No calls or agencies please.** **Requisition ID** : 25018817 Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.
    $60k-96k yearly est. 60d+ ago
  • US Seasonal Tax-FSO-Wealth & Asset Management-TiGeR-Manager

    EY 4.7company rating

    Portfolio manager job in Des Moines, IA

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Seasonal Manager Tax - Financial Services Organization- Wealth and Asset Management Partnership - Tax Governance and Review-Remote** **The opportunity** EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. As a seasonal tax manager your main priority will be preparing and providing first/second-level reviews of tax returns for partnerships, while staying connected with the members of your team. **Your key responsibilities** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **Skills and attributes for success** **To qualify for this role, you must have ** + A bachelor's degree in accounting, finance, business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $76k-129k yearly est. 23d ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Des Moines, IA

    This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: **Duties & Responsibilities** + Partner with loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. + Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. + Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. + File all required reports and resolve all related issues in a timely and efficient manner. + Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required + Other duties as assigned. **Knowledge & Skills** MINIMUM: + Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors. + Demonstrates excellent communication skills (verbal & written) + Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Demonstrates strong analytical skills + Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers + Demonstrates strong proficiency in Word, Excel, PowerPoint + Demonstrates knowledge of commercial lending software PREFERRED: + Ability to prospect and network at various levels within a company **Requirements** MINIMUM: + Bachelor's degree in business, Accounting, Finance or related fields + 5 years commercial banking experience including credit underwriting + Current valid driver's license PREFERRED: + 8 years commercial banking experience including credit underwriting **Compensation Range:** $69,920.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $49k-69k yearly est. 56d ago
  • Senior Manager, Asset Management - Federal Tax

    KPMG 4.8company rating

    Portfolio manager job in Des Moines, IA

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: * Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients * Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences * Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients * Manage teams of tax professionals and assistants working on client projects * Advise clients and be accountable for delivering high quality tax service and advice * Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: * Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Prior experience with pass-through entities and partnerships * Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $135700 - $273400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $62k-81k yearly est. 15d ago
  • Manager - Risk Management

    American Express 4.8company rating

    Portfolio manager job in Des Moines, IA

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** As a Manager/Sr. Manager, you will: + Own, monitor and enhance all alternate underwriting strategies (including but not limited to) AXP Franchise Customers and Dynamic offers. + Evaluate new data sources from Marketing, Bureau etc. and uplift the UW decisions. + Deploy random tests around PL eligibility to better understand risk trends and optimize risk strategy + Manage partnership with Pricing, Finance and Marketing teams + Publish key MIS reports like Quarterly Initiative Tracker, Origination Waterfall etc. to generate insights **Minimum Qualifications** + Advanced Degree in a quantitative field such as Economics, Statistics, Mathematics, Operations Research, Engineering, Computer Science. + Strong collaborative/interpersonal skills and ability to work in a dynamic, constantly evolving environment with strong attention to detail. + Project management skills with demonstrated proficiency in leading multiple projects simultaneously. + Strong analytical skills, intellectual curiosity, and an innovative approach to solving both practical and theoretical business problems **Preferred Qualifications** + Industry experience in installment lending UW **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Risk **Primary Location:** United States **Schedule** Full-time **Req ID:** 25020242
    $89.3k-150.3k yearly 36d ago
  • Financial Reporting Manager

    Description This

    Portfolio manager job in Des Moines, IA

    The financial reporting manager oversees the assembly of MidAmerican Funding and MidAmerican Energy quarterly and annual reports to the Securities and Exchange Commission (SEC), Federal Energy Regulatory Commission, Iowa Utilities Board and the Illinois Commerce Commission. Works interactively with and is in daily contact with BHE accounting and finance personnel and various groups within MidAmerican Energy Company. Oversees the preparation of GAAP financial statements, including the statement of cash flow and other data for monthly management and periodic regulatory reports and analyzes other aspects of such reports for quality control purposes. Represents MidAmerican Energy on BHEs accounting standards committee, evaluating and interpreting new accounting guidance and coordinating its implementation. Mentors corporate accounting staff on accounting and regulatory requirements and routinely advises other accounting and operations management on accounting and financial matters. Works interactively with external auditors in the context of the annual audit, quarterly reviews and comfort letter engagements. Bachelor's degree in accounting, finance or business; master of business administration or certified public accountant preferred. (Typically six years of related, progressive work experience would be needed for candidates applying for this position who do not possess a bachelor's degree.) Seven years of related experience, including two years in a senior technical/leadership role. Superior research and analytical skills with experience in financial and regulatory analyses. Advanced leadership skills to provide direction and guidance to individuals and/or teams toward the achievement of goals. Effective interpersonal skills with the ability to work independently and as part of a team. Effective analytical, problem-solving and decision-making skills. Ability to maintain confidentiality of information. Effective verbal and written communication skills; ability to develop and conduct presentations. Strong project management skills; the ability to prioritize and handle multiple tasks and projects concurrently. Strong personal computer skills; proficiency in Word, Excel, Access, DB2 and PowerPoint; demonstrated ability to understand and utilize computer systems and applications for analysis. Employees must be able to perform the essential functions of the position, with or without an accommodation.We celebrate diversity, equity and inclusion, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Position descriptions are developed as guides for the employees of MidAmerican Energy Company. The management team of MidAmerican Energy Company reserves the right to modify job responsibilities and position requirements to meet the corporate business goals and needs. Coordinates and assists with SEC, FERC, IUB and ICC financial and regulatory reporting on behalf of MidAmerican Funding, LLC and MidAmerican Energy Company, including accumulation of data from throughout the organization, distillation of such data into appropriate and clear disclosures, communication and coordination with BHE corporate accounting staff, evaluation and implementation of accounting guidance, conversion of data into SEC-mandated file-ready format using specialized software and evaluation and application of procedures and/or internal controls. (40%) Originate financial data for monthly internal financial reports and periodic regulatory compliance and rate filings. (10%) Represent MidAmerican Energy's interests and positions on BHE's accounting standards committee which evaluates and coordinates implementation of new accounting guidance, requiring a comprehensive understanding of company activities and the applicability of new guidance relative to such activities. (15%) Report, analyze and interpret financial, regulatory and operating data for management and corporate functions. Such reporting analysis and interpretation may include product margin, cost analysis, profitability analysis, regional geographic assessments, pricing analysis, and any other ad-hoc analysis of interest to management and business unit leaders. (10%) Coordinate with the organization in the preparation of periodic reports to BHE senior management and Board of Directors (10%) Provide accounting assistance to personnel and various departments throughout the organization. (10%) Perform additional responsibilities as requested or assigned. (5%)
    $81k-112k yearly est. Auto-Apply 59d ago
  • Banking Branch Manager

    Solomonedwards 4.5company rating

    Portfolio manager job in Des Moines, IA

    **This is a 100% Travel position and very sporadic work. Travel to one location at a time and be there onsite for a period of time. Must be okay with contract work and traveling. All expenses paid.** **About Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit **SolomonEdwards** **Position Summary:** We are seeking a highly motivated and experienced Banking Branch Manager with a strong background in bank operations. The ideal candidate will have at least two (2) years of demonstrated experience in banking operations, along with proven leadership capabilities in the financial or mortgage services industries. This position is responsible for managing staff, ensuring compliance with operational policies and procedures, and driving branch performance. **Essential Duties:** * Oversee daily operations of the branch to ensure compliance with internal policies, regulatory standards, and customer service goals. * Supervise, coach, and develop a team of branch personnel to meet performance metrics and service standards. * Lead the implementation and enforcement of operational policies and procedures across the branch. * Conduct staff training sessions to ensure knowledge of bank operations, regulatory changes, and customer service excellence. * Serve as the point of contact for escalated customer issues and ensure timely resolution. * Evaluate branch performance data and provide regular reporting to senior leadership. * Collaborate with internal teams to support audits, improve operational processes, and enhance branch efficiency. * Foster an environment of continuous improvement and employee engagement. **Qualifications:** * Bachelor's degree in Business, Accounting, Finance, or related field; OR five (5) years of relevant industry or regulatory experience. * Minimum two (2) years of managerial or supervisory experience within the financial or mortgage services industries. * At least two (2) years of progressively responsible experience in bank operations or the relevant functional area. * Strong verbal and written communication skills; must be comfortable communicating across all levels of the organization. * Proven ability to lead, motivate, and train teams. * Experience developing and implementing operational policies and procedures. * Strong organizational, analytical, and problem-solving skills. **Skills and Job-Specific Competencies:** * Experience conducting employee training or educational sessions. * Working knowledge of financial compliance regulations and industry best practices. * Familiarity with bank systems, reporting tools, and branch performance metrics. **Travel Requirements:** 100% travel. **Physical Requirements:** The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. **Salary Range:** SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $60 - $65. **Benefits:** We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). **Inclusion and Diversity Statement:** SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves. **Privacy:** We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: **SolomonEdwards' Privacy Policy.** **Our Recruiter Promise:** Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: **Recruiter Promise**. ### Place of Work Remote ### Requisition ID 0 ### Job Type Contract ### Application Email *************************
    $60-65 hourly Easy Apply 3d ago
  • Manager, Credit

    Cardinal Health 4.4company rating

    Portfolio manager job in Des Moines, IA

    **_What Credit contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Credit is responsible for managing Cardinal Health's trade and note receivables including performing credit underwriting, establishing bad debt reserves, managing customer relationships, collaborating with the sales and collections teams, managing credit risk for the company, and administering credit policies and standards. **_Responsibilities_** + Perform credit related functions for Cardinal Health customers within the hospital class of trade + Adherence to credit policies and procedures + Provide leadership to manage the accounts receivable portfolio including strong collaboration with the collection department + Recommend possible enhancements to current credit policies, practices and procedures + Review and approve customer credit and financing requests based on sound credit fundamentals + Adherence to documentation requirements of the credit approval and conditions + Stay informed of changing trends in healthcare and the potential impact on the financial health of Cardinal Health's customer base + Assist sales personnel with customer relationship management + Correspond with the sales team to efficiently approve or deny new credit requests + Educate the sales team on credit approval standards + Assist with goal setting and meeting targets set by the department + Travel possible up to 10% **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 6-8 years of commercial credit and finance experience, preferred **_What is expected of you and others at this level_** + Manages department operations and supervises professional employees, front line supervisors and/or business support staff + Participates in the development of policies and procedures to achieve specific goals + Ensures employees operate within guidelines + Decisions have a short term impact on work processes, outcomes and customers + Interacts with subordinates, peers, customers, and suppliers at various management levels; may interact with senior management + Interactions normally involve resolution of issues related to operations and/or projects + Gains consensus from various parties involved **Anticipated salary range:** $87,700-$145,350 **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 12/22/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-SP1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $87.7k-145.4k yearly 38d ago
  • Audit Manager

    UHY 4.7company rating

    Portfolio manager job in West Des Moines, IA

    JOB SUMMARYAs an Audit Manager, you will be a key leader responsible for overseeing the planning, execution, and successful completion of audit engagements. Your extensive experience in audit and assurance, combined with your leadership skills, will drive the firm's commitment to delivering exceptional client service, maintaining high-quality standards, and fostering team growth. Engagement Leadership Lead and manage a team of audit professionals, including senior and staff members, in planning, executing, and concluding audit engagements Ensure adherence to engagement timelines, budgets, and firm standards Client Relationship Management Build and maintain strong client relationships, serving as the primary point of contact for audit engagements Provide strategic insights and recommendations to clients for improving financial processes, controls, and reporting Audit Planning and Strategy Collaborate with partners and directors to develop comprehensive audit strategies and plans that address client-specific risks and objectives Oversee the allocation of resources, assignment of roles, and development of audit programs Audit Execution, Review, Technical Expertise Conduct complex audit procedures, review workpapers, and assess audit findings to ensure the accuracy and integrity of financial statements and disclosures Monitor the progress of audit engagements, providing guidance to resolve challenges and meet milestones Stay abreast of evolving accounting standards, regulatory changes, and industry trends, and apply this knowledge to engagement Provide expert guidance to the team on complex accounting and auditing issues Team Development and Mentorship Coach, mentor, and develop audit staff and senior team members, fostering a culture of continuous learning and professional growth Conduct performance evaluations, provide feedback, and identify opportunities for skill development Quality Control and Assurance Ensure the accuracy, completeness, and compliance of audit documentation, reports, and conclusions with firm standards and regulations Implement best practices and methodologies to enhance the quality of audit engagements Business Development Identify opportunities to expand the firm's client base and service offerings Contribute to business development activities, including client proposals, presentations, and networking Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 5 - 8 years of relevant experience 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities CPA license is required; equivalent certifications are required for IT audit Responsible for completing the minimum CPE credit requirement Specific positions may require additional industry or specialization certifications Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $83k-102k yearly est. Auto-Apply 60d+ ago
  • Financial Reporting Manager

    BHE

    Portfolio manager job in Urbandale, IA

    The financial reporting manager oversees the assembly of MidAmerican Funding and MidAmerican Energy quarterly and annual reports to the Securities and Exchange Commission (SEC), Federal Energy Regulatory Commission, Iowa Utilities Board and the Illinois Commerce Commission. Works interactively with and is in daily contact with BHE accounting and finance personnel and various groups within MidAmerican Energy Company. Oversees the preparation of GAAP financial statements, including the statement of cash flow and other data for monthly management and periodic regulatory reports and analyzes other aspects of such reports for quality control purposes. Represents MidAmerican Energy on BHEs accounting standards committee, evaluating and interpreting new accounting guidance and coordinating its implementation. Mentors corporate accounting staff on accounting and regulatory requirements and routinely advises other accounting and operations management on accounting and financial matters. Works interactively with external auditors in the context of the annual audit, quarterly reviews and comfort letter engagements. Bachelor's degree in accounting, finance or business; master of business administration or certified public accountant preferred. (Typically six years of related, progressive work experience would be needed for candidates applying for this position who do not possess a bachelor's degree.) Seven years of related experience, including two years in a senior technical/leadership role. Superior research and analytical skills with experience in financial and regulatory analyses. Advanced leadership skills to provide direction and guidance to individuals and/or teams toward the achievement of goals. Effective interpersonal skills with the ability to work independently and as part of a team. Effective analytical, problem-solving and decision-making skills. Ability to maintain confidentiality of information. Effective verbal and written communication skills; ability to develop and conduct presentations. Strong project management skills; the ability to prioritize and handle multiple tasks and projects concurrently. Strong personal computer skills; proficiency in Word, Excel, Access, DB2 and PowerPoint; demonstrated ability to understand and utilize computer systems and applications for analysis. Employees must be able to perform the essential functions of the position, with or without an accommodation.We celebrate diversity, equity and inclusion, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Position descriptions are developed as guides for the employees of MidAmerican Energy Company. The management team of MidAmerican Energy Company reserves the right to modify job responsibilities and position requirements to meet the corporate business goals and needs. Coordinates and assists with SEC, FERC, IUB and ICC financial and regulatory reporting on behalf of MidAmerican Funding, LLC and MidAmerican Energy Company, including accumulation of data from throughout the organization, distillation of such data into appropriate and clear disclosures, communication and coordination with BHE corporate accounting staff, evaluation and implementation of accounting guidance, conversion of data into SEC-mandated file-ready format using specialized software and evaluation and application of procedures and/or internal controls. (40%) Originate financial data for monthly internal financial reports and periodic regulatory compliance and rate filings. (10%) Represent MidAmerican Energy's interests and positions on BHE's accounting standards committee which evaluates and coordinates implementation of new accounting guidance, requiring a comprehensive understanding of company activities and the applicability of new guidance relative to such activities. (15%) Report, analyze and interpret financial, regulatory and operating data for management and corporate functions. Such reporting analysis and interpretation may include product margin, cost analysis, profitability analysis, regional geographic assessments, pricing analysis, and any other ad-hoc analysis of interest to management and business unit leaders. (10%) Coordinate with the organization in the preparation of periodic reports to BHE senior management and Board of Directors (10%) Provide accounting assistance to personnel and various departments throughout the organization. (10%) Perform additional responsibilities as requested or assigned. (5%)
    $81k-112k yearly est. Auto-Apply 59d ago
  • Experienced Portfolio Manager (Considering Multiple Levels)

    Principal Financial Group 4.6company rating

    Portfolio manager job in Des Moines, IA

    **What You'll Do** We have an exciting opportunity within the Benefits & Protection Portfolio Office for a Portfolio Manager who can contribute in an outcome focused agile organization. This is a chance to engage with multiple roles and stakeholders across businesses, functions, technology product families, providing portfolio management and enabling support that helps us accomplish business objectives together. **You'll have the opportunity to:** + Lead critical initiatives across businesses, functions, and technology product families + Engage where there is a business need and effectively providing planning, organization, communication, transparency, collaboration, prioritization, investment, dependency, and risk management to achieve outcomes + Partner within a technology product leadership team, providing portfolio management, and supporting leaders, product managers, and stakeholders + Leverage an agile approach that focuses on strategic and financial outcomes + Navigate ambiguity and leading through change + Build relationships, empowering others, and foster a culture of innovation, discovery, and growth Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years. **Who You Are** + Bachelor's degree or relevant experience + 6+ years of project/program/portfolio management + Demonstrated capability to effectively oversee numerous priorities within a fast-paced setting + Proficient in leveraging and tailoring portfolio/project management approaches in an agile outcome driven organization + Advanced in planning, organization, prioritization, dependencies, problem solving, and stakeholder engagement + Able to work independently and in a team orientated environment + Strong communication, facilitation, presentation, and influencing abilities + Excellent interpersonal and relationship building skills + Expertise in agile, product, and dev-ops concepts + Demonstrated adaptability and results orientation **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $106400 - $167000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** Yes **Work Environments** This role offers an in-office and hybrid (blending at least three office days in a typical workweek) work arrangement in Des Moines, IA. **Job Level** We'll consider talent at the next level (Strategic Portfolio Manager I) with the right experience and skills. **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 10/24/2025 **Most Recently Posted Date** 11/13/2025 LinkedIn Hashtag \#LI-EW1
    $106.4k-167k yearly 41d ago
  • Federal Tax Manager, Asset Management

    KPMG 4.8company rating

    Portfolio manager job in Des Moines, IA

    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager to join our Business Tax Services practice. Responsibilities: * Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients * Work as part of a multi-disciplinary team helping to provide industry knowledge and experience; manage teams of tax professionals and assistants working on client projects * Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients; build and manage client relationships * Oversee risk and financial performance of engagements including billing, collections, and project budgets * Advise clients and be accountable for delivering high quality tax service and advice * Participate in and contribute to market and business activities external to the firm Qualifications: * Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Bachelor's degree from an accredited college/university * Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Prior experience with pass-through entities, partnerships and corporations * Experience managing multiple client engagements and client service teams * Excellent verbal and written communications skills with the ability to articulate complex information KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $96800 - $187500 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $62k-81k yearly est. 52d ago
  • Ag Lending/Commercial Portfolio Manager Sr

    UMB Bank 4.6company rating

    Portfolio manager job in Des Moines, IA

    This role is responsible for assisting loan officers in the portfolio management activities (generally largest and most complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: Partner with loan officers to effectively administer the management of assigned commercial banking relationships. Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. Continuously monitor borrowing base reports and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Establish protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. File all required reports, and resolve all related issues in a timely and efficient manner. May mentor less experienced Portfolio Managers. Other duties as assigned. Bachelor's degree in Business, Accounting, Finance or related fields 8 years commercial banking experience including credit underwriting Current valid driver's license Demonstrates excellent communication skills (verbal & written) Demonstrates expert knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. Demonstrates expert level of understanding of credit underwriting Demonstrates strong knowledge of bank products, services, and bank operations Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents Demonstrates strong analytical skills Demonstrates ability to be self starter, show initiative, and transfer knowledge to less experienced peers Demonstrates strong proficiency in Word, Excel, PowerPoint Demonstrates knowledge of commercial lending software **Compensation Range:** $99,750.00 - $214,370.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $53k-75k yearly est. 14d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Des Moines, IA?

The average portfolio manager in Des Moines, IA earns between $47,000 and $149,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Des Moines, IA

$84,000

What are the biggest employers of Portfolio Managers in Des Moines, IA?

The biggest employers of Portfolio Managers in Des Moines, IA are:
  1. Principal Financial Group
  2. UMB Bank
  3. West Bank
  4. Bankers Trust Company
  5. Cengage Learning
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