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Portfolio manager jobs in Iowa

- 216 jobs
  • Risk Manager

    Infosys McCamish Systems

    Portfolio manager job in Des Moines, IA

    The person will be part of the “Quality and Risk Management” team of Infosys McCamish. The person has to co-ordinate with IT / BPM Operations, Corporate and Client Stakeholders to implement all necessary Risk and Information security best practices, ensuring compliance to organization policies and procedures, and client requirements with respect to products, platforms, BPM Services at all Infosys McCamish locations across the globe. Responsibilities may include but are not limited to: Security Controls implementation - Overall Program management Conduct Risk Assessment Help stakeholder in closing the assessment gaps. Aligning the policies and procedures with respect to Risk / Information security Co-ordination between delivery / functional teams Implementation of control objectives Define and implement change initiatives. Implementation knowledge of Information Security, Business Continuity, Data Privacy, Cloud Security Management Models and guidelines like ISO 27001, ISO 27701, ISO 27017, ISO 27018, ISO 22301, NIST, CISA, SOC 1, SOC 2 etc. is preferable. Audits Auditing IT vendors periodically in terms of their compliance to Information security standards as per MSA/contract. Auditing the IT infrastructure components, say, servers, networks, applications (both internal and third party), scanning the vulnerabilities, define appropriate controls and certify them to use it in our business. Conduct Internal Audits on process compliance (Risk audits-confidentiality, Integrity and Availability, IP audits, Information Security audits) Facilitate external audits with certifying bodies and ensure certification / Recertification (ISO 27001, SSAE 16 - SOC1, etc.,) Facilitate Client risk audits on Information security, vulnerabilities etc., by coordinating with all internal / client stakeholders. Handling all Security Incidents, Audit Non-conformities, Process deviations, Complaints pertaining to Risk and ensure that the process owners are defining and implementing the relevant corrective / preventive actions and close the same. Qualifications: Basic: • Minimum of a bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. • At least 7 years of experience related to the job description. Preferred Facilitating Periodical Risk review meetings with leadership team. Risk reporting: Co-ordination between different BPO client managers / Engagement Managers / Functional teams to get the right information and publish metrics, status reports and initiatives dashboard to all internal and external stakeholders. Identify continuous process improvement opportunities, define, and implement best practices, driving improvement culture across the organization. Note: Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa (H1B or otherwise). The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. About Us Infosys McCamish Systems, (*********************************** located in Atlanta, Georgia, is the Life Insurance and Retirement Services subsidiary of Infosys BPO Limited. (******************* Infosys McCamish was started in 1985 as a virtual insurance company and went to market as a commercial services provider in 1995. It has an outstanding business perspective and an exemplary track record that no other outsourcer of business solutions can claim - generating US$16 billion of recurring premium in less than five years as a virtual insurance company. Infosys McCamish has expert technology and outsourcing credentials, along with a proven business model for re-engineering systems and performing back-office services at a reduced cost, while reinforcing accuracy, speed and security. Seven of the top ten US insurers are among Infosys McCamish's many BPO clients. Infosys McCamish has its operations spread across Atlanta GA and Des Moines IA in USA. EOE/Minority/Female/Veteran/Disabled/Sexual Orientation/Gender Identity/National Origin
    $83k-117k yearly est. 4d ago
  • Commercial Portfolio Manager

    SNB Career 4.2company rating

    Portfolio manager job in Sioux City, IA

    Do you enjoy working with financial data and aspire to elevate your career and become a Commercial Lender? At Security National Bank, if there is one belief we hold together as a team, it's that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take - every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life's interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we'd like you to advance your career with us at SNB. The Commercial Portfolio Manager provides commercial lenders with timely and accurate financial information to assist in making informed credit decisions. They assist with all aspects of preparing credit analyses for loan requests including financial statement analysis, collateral analysis, risk rating recommendations, trend analysis, and identifying the credit's strength and weaknesses. We are looking for someone skilled in analyzing financial information, who enjoys working under limited supervision and demonstrates exceptional analytical skills and accuracy. If you possess a strong analytical mindset, expertise in credit evaluation, and a passion for financial analysis, our Credit Analyst position might just be for you! *This position reports in-person to our Sioux City, Iowa location Monday thru Friday. KEY RESPONSIBILITIES: Assists with all aspects of preparing credit analyses for loan requests including financial statement analysis, collateral analysis, risk rating recommendations, trend analysis, and identifying the credit's strengths and weaknesses. Utilizes spreading software for credit analysis and other various software programs to assemble, manipulate and/or format data and/or reports. Spreads financial statements and tax returns in accordance with policies and procedures to allow for an accurate assessment of a borrower's financial strength. Performs analyses on cash flow, forecast and industry/economic factors affecting the request. Upon completion of research and analysis, prepares credit comments. Completes loan reviews on various credits within the loan portfolio to ensure proper documentation and accurate risk rating. Performs collateral inspections and reviews customer accounts and/or portfolios in order to identify and act on potential credit quality issues. Required for this position: Strong attention to detail, understanding of credit, advanced financial analysis skills, ability to work under deadlines, independent thinking, analytical skills, self-motivation, communication skills, ability to make informed decisions, and demonstrated teamwork. QUALIFICATIONS AND COMPETENCIES: Skills & Attributes Strong analytical mindset with a high level of accuracy and attention to detail. Ability to work independently, manage deadlines, and make informed decisions. Excellent oral, written, and interpersonal communication skills. Service-oriented, polite, and respectful approach to client interactions. Advanced problem-solving and critical-thinking skills. Team-oriented with the ability to collaborate effectively across all levels of the organization. Self-motivated with the ability to take direction and independently see projects through to completion. Knowledge & Expertise Bachelor's degree in business, finance, accounting, or related field (or equivalent work experience). 1+ year of credit analysis or related financial experience preferred. Strong understanding of credit principles and financial risk assessment. Proficiency in Microsoft Word, Excel, and financial analysis software. Experience navigating multiple financial systems and databases. Proven ability to assess risk, identify opportunities, and recommend strategic solutions. WHY SECURITY NATIONAL BANK? At SNB, we stand for excellent service and are committed to doing what's right. Our team is deeply connected to the communities we serve, giving back and embodying our mission to make a positive difference. If you are ready to take the next step in your career with an organization that values integrity, relationships, and growth, we encourage you to join us in creating a lasting impact. HOURS: Regular business hours, Monday through Friday. BENEFITS: We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection. ABOUT SECURITY NATIONAL BANK: Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis - and emerge as the region's most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what's right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable. Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status. LEARN MORE: https://www.snbonline.com/about/employment-opportunities LOCATION: Sioux City, IA Main Bank
    $91k-146k yearly est. 60d+ ago
  • Portfolio Manager

    Midwestone Financial Group, Inc.

    Portfolio manager job in Iowa City, IA

    Small enough to care. Big enough to deliver. Our Portfolio Managers are responsible for the ongoing management of relationships to assist the assigned Banker(s) in realizing efficiencies, quality of the process and product, retention, and expansion of banking relationships consistent with the Region's goals and objectives for growth, credit quality, and rates of return. In collaboration and support of assigned Banker(s), this position is responsible for collecting, examining, and evaluating information with recommendations to the respective Banker(s) as to the general creditworthiness and merits of credit requests from existing and prospective customers. This position may provide administrative, and credit analysis support (or at times a liaison to other departments to complete these tasks) for the assigned Banker(s) as needed. Works with and through others in the organization to accomplish these responsibilities. Responsibilities * This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations. * Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This includes, but not limited to reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented. * Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc. * Preparing comprehensive written analysis, compiling written industry summaries and analysis, recommending structure, collecting financial statements, collecting information as needed to determine the general creditworthiness and merits of a credit request. * Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures. * Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer. * Ensures loan agreements are complete and accurate according to policy. * Assures timely loan closing and funding activities. * Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs. * Works on other designated credits or special projects as assigned by Portfolio Manager Team Lead, Regional President and/or Lead Commercial / Ag Banker: * May participate and make presentations of credit requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or Portfolio Manager Team Lead. * Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships. * May participate in the planning process for the region's Commercial/Ag Banking Department. * Participates in community and business functions/groups consistent with our Bank's Brand Promise, Mission Statement, and Operating Principles. Qualifications * Bachelor's degree (B. A.) from four-year College or university preferred * 1-3 years related experience, or equivalent combination of education and experience. * Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills. Created By : Compensation Range The Perks! * Competitive base compensation with additional performance-based incentives (incentives vary depending on role) * Career development and continuous learning opportunities * Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more * 100% vested 401(k) Retirement Plan with 6% company match * Medical, Dental, and Vision insurance * Flex spending plan & Health savings accounts with employer contribution * Student Loan Debt Reduction Program * Employer provided group life insurance with option to purchase additional life insurance for you and your family members * Employer provided long term and short term disability insurance * Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity * Wellness Program * Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.
    $64k-116k yearly est. Auto-Apply 5d ago
  • Portfolio Manager

    Midwestone Bank

    Portfolio manager job in Iowa City, IA

    Small enough to care. Big enough to deliver. Our Portfolio Managers are responsible for the ongoing management of relationships to assist the assigned Banker(s) in realizing efficiencies, quality of the process and product, retention, and expansion of banking relationships consistent with the Region's goals and objectives for growth, credit quality, and rates of return. In collaboration and support of assigned Banker(s), this position is responsible for collecting, examining, and evaluating information with recommendations to the respective Banker(s) as to the general creditworthiness and merits of credit requests from existing and prospective customers. This position may provide administrative, and credit analysis support (or at times a liaison to other departments to complete these tasks) for the assigned Banker(s) as needed. Works with and through others in the organization to accomplish these responsibilities. Responsibilities This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations. Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This includes, but not limited to reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented. Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc. Preparing comprehensive written analysis, compiling written industry summaries and analysis, recommending structure, collecting financial statements, collecting information as needed to determine the general creditworthiness and merits of a credit request. Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures. Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs. Works on other designated credits or special projects as assigned by Portfolio Manager Team Lead, Regional President and/or Lead Commercial / Ag Banker: May participate and make presentations of credit requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or Portfolio Manager Team Lead. Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships. May participate in the planning process for the region's Commercial/Ag Banking Department. Participates in community and business functions/groups consistent with our Bank's Brand Promise, Mission Statement, and Operating Principles. Qualifications Bachelor's degree (B. A.) from four-year College or university preferred 1-3 years related experience, or equivalent combination of education and experience. Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills. The Perks! Competitive base compensation with additional performance-based incentives (incentives vary depending on role) Career development and continuous learning opportunities Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more 100% vested 401(k) Retirement Plan with 6% company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employer provided group life insurance with option to purchase additional life insurance for you and your family members Employer provided long term and short term disability insurance Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity Wellness Program Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together. We can recommend jobs specifically for you! Click here to get started.
    $64k-116k yearly est. Auto-Apply 35d 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 28d ago
  • Tax Credit Portfolio Manager - Ankeny or Des Moines, IA

    Lincoln Savings Bank 4.0company rating

    Portfolio manager job in Des Moines, IA

    Job Duties and Responsibilities: Serves as the primary resource and liaison with the loan customer to assure that requests are responded to quickly and effectively. Assures that the day-to-day needs of the customer are met. Prepares cash flow and collateral analysis for presentation to lenders and subsequently credit administration and loan committee to ensure optimum credit quality, profitability, and policy adherence. Advises loan officers on the structure of credit presentations, serves as the regional liaison with credit administration department in the review and approval of loan presentations and monitors loans through the approval process. Monitors existing loans to ensure complete conformity with terms and credit quality. Utilizes internal reports to recommend and implement corrective action when necessary to ensure the stability of the loan portfolio. Conducts assessments of collateral to ensure quality and soundness of the Southern Metro (Des Moines) region loan portfolio. This may include construction inspections. Represent the bank in a positive light in all professional duties. Participation in civic and community affairs to promote a strong, involved community image for the bank. This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank. Necessary Skills and Attributes: Bachelor's degree in finance or related field required 3 to 5 years commercial loan or credit experience required Prior tax credit financing experience is recommended. Excellent communication skills Ability to work independently Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
    $84k-107k yearly est. Auto-Apply 60d+ ago
  • Portfolio Manager II

    Cedar Rapids Bank & Trust

    Portfolio manager job in Cedar Rapids, IA

    Full-time Description TITLE: Portfolio Manager II DEPARTMENT: Credit Administration The Portfolio Manager II is responsible for oversight of a commercial loan portfolio including client service, underwriting and closing activities, and internal servicing and monitoring. Contributes to client relationships by providing consistent quality level of service. ESSENTIAL FUNCTIONS: Assist loan officers with timely and accurate completion of commercial credit presentations, including analysis of appropriate data per credit policy, bank procedures, and regulatory requirements. Provide assistance in the pre-closing and post-closing due diligence as required by Loan Policy, the loan approval, and/or other interests such as SBA or USDA. Monitor compliance with loan agreements by working with the Commercial Banker and clients to ensure timely receipt and review of financials, covenant compliance, and other loan agreement conditions. Serve as a back-up to the Commercial Bankers as appropriate, including attending Loan Committee, handling client service issues, and coordination/handling of loan closings. Responsible for internal portfolio management processes including monitoring and performing appropriate action related to past dues and maturing loans, communicating with participant banks, and working with internal and external auditors. Provide leadership, guidance and training to other credit administration personnel as assigned. Demonstrate a willingness to assist the department with special projects and reporting as assigned. Administer more complex portfolios and/or alignments. Provide timely and effective responses to servicing needs. Complete all required training and comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission, vision and values. QUALIFICATIONS: Bachelor's degree in accounting, business, finance, or related field preferred. Minimum of 3-5 years' experience in credit analysis, commercial banking, or other relevant banking experience. Proficient in MS Office products (Word, Excel, Power Point) Strong verbal, written and interpersonal communication skills. Strong math skills, and ability to organize and analyze complex financial information. Ability to develop and maintain internal and external relationships. Capability to work and collaborate with a variety of individuals and groups in a constructive and professional manner. Capability to work independently in a fast-paced environment with minimal supervision. WORKING CONDITIONS: Duties are performed in a professional office environment. Ability to lift 5 to 25 lbs. At Cedar Rapids Bank & Trust, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. Cedar Rapids Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of Cedar Rapids Bank & Trust to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
    $64k-117k yearly est. 60d+ ago
  • Tax Credit Portfolio Manager - Ankeny or Des Moines, IA

    Mylsb

    Portfolio manager job in Des Moines, IA

    Job Duties and Responsibilities: Serves as the primary resource and liaison with the loan customer to assure that requests are responded to quickly and effectively. Assures that the day-to-day needs of the customer are met. Prepares cash flow and collateral analysis for presentation to lenders and subsequently credit administration and loan committee to ensure optimum credit quality, profitability, and policy adherence. Advises loan officers on the structure of credit presentations, serves as the regional liaison with credit administration department in the review and approval of loan presentations and monitors loans through the approval process. Monitors existing loans to ensure complete conformity with terms and credit quality. Utilizes internal reports to recommend and implement corrective action when necessary to ensure the stability of the loan portfolio. Conducts assessments of collateral to ensure quality and soundness of the Southern Metro (Des Moines) region loan portfolio. This may include construction inspections. Represent the bank in a positive light in all professional duties. Participation in civic and community affairs to promote a strong, involved community image for the bank. This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank. Necessary Skills and Attributes: Bachelor's degree in finance or related field required 3 to 5 years commercial loan or credit experience required Prior tax credit financing experience is recommended. Excellent communication skills Ability to work independently Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
    $62k-113k yearly est. Auto-Apply 60d+ ago
  • Portfolio Manager

    Executive Recruiting Consultants

    Portfolio manager job in Waterloo, IA

    Job Description COMPANY PROFILE: A locally-owned community bank in the Waterloo - Cedar Falls, IA area is seeking to add a banking professional. All decisions are based on what is best for the communities they serve. Delivering the best possible customer service is a priority in their multiple locations; while also offering modern banking technology. As a team member you receive an excellent benefits package, a relaxed family-friendly working environment and they have a track record of promoting within. WHAT THE COMPANY WILL OFFER YOU: · $75,000 - + · Bonuses · Health, Dental, Life, Vision Insurance. · Profit Sharing Plan · 401(k) Plan. · Flex Spending. · Paid Holidays (9) · Sabbatical, AFLAC, Disability Insurance, EAP · Employee Stock Purchase Plan THE ROLE YOU WILL PLAY: · Interview commercial loan applicants. · Review loan packages. · Underwrite loan requests. · Work with team to oversee loan portfolio servicing. · Offer exceptional customer service. BACKGROUND PROFILE: · Bachelor's Degree in Accounting, Finance or Related Field. · 2+ years of Business Banking/Credit Experience. · Credit Experience a Must. · Strong Communication Skills.
    $75k yearly 13d ago
  • Portfolio Analytics Lead

    Syngenta Group 4.6company rating

    Portfolio manager job in Ames, IA

    Syngenta Seeds is one of the world's largest developers and producers of seed for farmers, commercial growers, retailers and small seed companies. Syngenta seeds improve the quality and yields of crops. High-quality seeds ensure better and more productive crops, which is why farmers invest in them. Advanced seeds help mitigate risks such as disease and drought and allow farmers to grow food using less land, less water and fewer inputs. Syngenta Seeds brings farmers more vigorous, stronger, resistant plants, including innovative hybrid varieties and biotech crops that can thrive even in challenging growing conditions. Syngenta Seeds is headquartered in the United States. Job Description This role is preferably based at Slater, IA, but candidates based in Malta, IL; Stanton, MN; or Ames, IA will also be considered. At Syngenta, our goal is to build the most collaborative and trustworthy team in agriculture, providing top-quality seeds and innovative crop protection solutions that improve farmers' success. To support this mission, Syngenta is seeking a Portfolio Analytics Lead - Temperate Hub. The Portfolio Analytics Lead will lead strategic portfolio financial planning and optimization across Seeds R&D for the Temperate Hub (NA & Europe), driving data-driven decision making to maximize R&D investment returns. This role will standardize processes, optimize resource allocation, and ensure efficient delivery of portfolio objectives aligned with R&D and commercial strategy. Accountabilities: Lead strategic financial planning and portfolio optimization across Seeds R&D for North America and Europe, ensuring alignment with commercial strategy. Drive data-driven decision making through advanced portfolio analytics, financial modeling, and performance tracking. Manage the annual budget process and portfolio definition cycle, including resource allocation and unit cost optimization. Oversee portfolio reporting and tools management, ensuring data integrity and timely escalation of variances. Partner with global teams to standardize processes and drive consistent ways of working across regions. Provide strategic project management oversight and quantitative analysis for executive decision-making. Qualifications PLEASE NOTE: Candidates must already be located in the United States and not require visa sponsorship now or in the future (includes OPT). Bachelor's degree in Finance, Economics, or related quantitative field; MBA or CFA preferred. 10+ years of experience in financial planning and analysis, preferably in R&D or technology-driven industries. Experience in the agricultural industry is highly desirable. Expert-level proficiency in financial modeling, statistical analysis, and data visualization tools (e.g., Excel, R, Python, Tableau). Strong understanding of business processes and portfolio management principles, ideally in R&D. Proven track record of implementing data-driven decision-making processes in complex organizations. Experience with enterprise financial planning systems and database management. Excellent communication skills, able to translate complex financial concepts to non-financial stakeholders. Proven ability to successfully deliver critical business objectives, initiatives, and projects. Project and portfolio management competence to prioritize and deliver objectives in a complex, cross-functional, multi-site, and highly technical environment. Significant stakeholder management experience is a must. Proven ability to lead with purpose, clarity, and impact in a complex global matrix organization. Demonstrated ability to develop and implement fit-for-purpose processes and tools. Effective time management, with the ability to successfully plan and control activities over a number of months or years. Additional Information What We Offer: A culture that celebrates diversity & inclusion, promotes professional development, and strives for a work-life balance that supports the team members. Offers flexible work options to support your work and personal needs. Full Benefit Package (Medical, Dental & Vision) that starts your first day. 401k plan with company match, Profit Sharing & Retirement Savings Contribution. Paid Vacation, Paid Holidays, Maternity and Paternity Leave, Education Assistance, Wellness Programs, Corporate Discounts, among other benefits. Syngenta has been ranked as a top employer by Science Journal. Learn more about our team and our mission here: ******************************************* Syngenta is an Equal Opportunity Employer and does not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status. WL: 4A #LI-Hybrid
    $84k-104k yearly est. 8d 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. 33d ago
  • Corporate Development & Investor Relations Manager

    UFG Career

    Portfolio manager job in Cedar Rapids, IA

    UFG is currently seeking a Corporate Development & Investor Relations Manager to support the Head of Corporate Development and Investor Relations across the full range of departmental responsibilities. This role will lead analysis and cross-functional execution of strategies across key disciplines including investor relations, corporate development, rating agency relationships, investment portfolio management, and capital management. Responsibilities: Coordinate execution of key elements of quarterly earnings process, including coordination of business unit insights, developing peer analysis, updating disclosures, and leading ad-hoc analysis that support UFG senior leadership and external investors Lead execution of key aspects of UFG capital management strategy including collaborating with key partners in analysis of enterprise capital and return targets, development of granular business performance targets, and assessment of enterprise strategies to improve capital adequacy and risk-adjusted return Develop deep understanding of rating agency capital models and methods, lead and coordinate analysis of impact of business strategies with rating agency and UFG economic capital models in partnership with ERM Support key investment portfolio management functions including the development and execution of portfolio performance monitoring, analysis of economic and market conditions and impact across UFG business model, and UFG portfolio strategies Play a key role in developing and executing UFG corporate development strategies Leverage and develop leadership skills by collaborating with internal and external partners, conducting rigorous analysis, effectively communicate complex concepts, and influence actions that support UFG profitable growth Qualifications: Education: Minimum bachelor's degree in finance, economics, or related area MBA or other advanced degree beneficial Experience: Minimum five years of experience in insurance or financial industry relevant to role Knowledge, skills & abilities: Strong financial acumen and knowledge of financial statements Intellectual curiosity Ability to quickly learn technical concepts Ability to simplify complex topics, present to, and influence multiple levels of leadership Ability to balance and lead execution of multiple priorities across multiple functional areas Strong analysis skills with both depth and high-quality of analysis Effective communication skills both written and verbal Working Conditions: General Office Environment Occasional travel opportunities Pay Transparency Statement: UFG Insurance is committed to fair and equitable compensation practices. The base salary range for this position is $100,000 - $150,000 annually, which represents the typical range for new hires in this role. Individual pay within this range will be determined based on a variety of factors, including relevant experience, education, certifications, skills, internal equity, geography and market data. In addition to base salary, UFG Insurance offers a comprehensive total rewards package that includes: Annual incentive compensation Medical, dental, vision & life insurance Accident, critical Illness & short-term disability insurance Retirement plans with employer contributions Generous time-off program Programs designed to support the employee well-being and financial security. This pay range disclosure is provided in accordance with applicable state and local pay transparency laws.
    $100k-150k yearly 7d 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
  • Senior Market Investment Officer

    Maquoketa State Bank

    Portfolio manager job in Marion, IA

    , go to our website Ohnward Bancshares, Inc. *************** * About Us * Careers * Apply Now The Senior Market Investment Officer is responsible for managing client relationships (with an emphasis on money management) to perform activities relative to our role as trustee, agent and/or custodian. The Senior Market Investment Officer helps clients define their needs, goals, and objectives. Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to achieve the client's near-term goals and ultimate legacy plan objectives. KEY ORGANIZATIONAL RELATIONSHIPS * Reports to President * Works closely with Trust Department team, clients, vendors. DUTIES AND RESPONSIBILITIES Essential Duties and Responsibilities To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Client Service: * Responsible for proactive client contact providing "high touch" communication and service to clients. * Oversight and monitoring of all account activity including the investment policy statement, the process of transferring funds, securities, and other assets. * Coordinates all aspects involved with creating wealth management plans for prospective clients, managing client portfolios, including executing trades, maintaining investment action plans, monitoring, creatively implement and execute new investment strategies, robust risk mitigation approaches and process improvements in conjunction with the Investment Managers, conducting investment reviews, and documenting account activities and client interaction. * Meet with clients to review investment performance and partner with Investment Managers to understand market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate. New Business Development: Generate new opportunities across lines of business through direct contact with existing clients, prospects, and referral sources as well as actively participate in sales team meetings and event-driven marketing activities. Fiduciary Excellence: Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents. Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust. Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries. Support Team Members: Work closely with Investment Managers and team members to support clients' needs. Performs other duties as assigned. SKILLS AND ABILITIES To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities. * Sound judgment, ethics and decision making skills. * A wide degree of creativity and latitude is expected. * Understanding bank loans, fixed income securities and securitized trust. * Good training techniques and familiarity with financial institution products. * Problem solving, analytical skills and attention to detail. * Exceptional interpersonal skills. Excellent communication skills to include oral and written communication skills. * Knowledge of Trust & Estate Planning, Tax Planning and Investment Management Principles. Knowledge of Trust Operations and administration. * Ability to manage and communicate with high net-worth (HNW) multi-generational clients EDUCATION AND EXPERIENCE * Bachelor's Degree and minimum 10 years' experience in money management, estate planning, trust administration, and client service, or equivalent education and experience. * Experience with client support/wealth management/trust administration. * Sales experience in a service-related field BENEFITS: Stakeholder Bonus Health Insurance Dental Insurance Retirement Plan (401k) - 3% Safe Harbor Contribution + Discretionary Contribution 10 Observed Holidays PTO Group Term Life provided Short Term Disability - 100% provided by company Long Term Disability Maternity/Paternity Leave - 100% of pay Community Involvement Pay-It-Ohnward - Company Giving Program Grilling for Charity - Community Donations Thank God Its Monday (TGIM) Company Event To apply for this position, go to our website Ohnward Bancshares, Inc. *************** * About Us * Careers * Apply Now Equal Opportunity Employer
    $68k-122k yearly est. 21d ago
  • Commercial Portfolio Manager I, II or III - Cedar Rapids

    Bankers Trust Company 4.5company rating

    Portfolio manager job in Cedar Rapids, 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 Auto-Apply 26d ago
  • Portfolio Manager II

    Cedar Rapids Bank & Trust

    Portfolio manager job in Cedar Rapids, IA

    Job DescriptionDescription: TITLE: Portfolio Manager II DEPARTMENT: Credit Administration The Portfolio Manager II is responsible for oversight of a commercial loan portfolio including client service, underwriting and closing activities, and internal servicing and monitoring. Contributes to client relationships by providing consistent quality level of service. ESSENTIAL FUNCTIONS: Assist loan officers with timely and accurate completion of commercial credit presentations, including analysis of appropriate data per credit policy, bank procedures, and regulatory requirements. Provide assistance in the pre-closing and post-closing due diligence as required by Loan Policy, the loan approval, and/or other interests such as SBA or USDA. Monitor compliance with loan agreements by working with the Commercial Banker and clients to ensure timely receipt and review of financials, covenant compliance, and other loan agreement conditions. Serve as a back-up to the Commercial Bankers as appropriate, including attending Loan Committee, handling client service issues, and coordination/handling of loan closings. Responsible for internal portfolio management processes including monitoring and performing appropriate action related to past dues and maturing loans, communicating with participant banks, and working with internal and external auditors. Provide leadership, guidance and training to other credit administration personnel as assigned. Demonstrate a willingness to assist the department with special projects and reporting as assigned. Administer more complex portfolios and/or alignments. Provide timely and effective responses to servicing needs. Complete all required training and comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission, vision and values. QUALIFICATIONS: Bachelor's degree in accounting, business, finance, or related field preferred. Minimum of 3-5 years' experience in credit analysis, commercial banking, or other relevant banking experience. Proficient in MS Office products (Word, Excel, Power Point) Strong verbal, written and interpersonal communication skills. Strong math skills, and ability to organize and analyze complex financial information. Ability to develop and maintain internal and external relationships. Capability to work and collaborate with a variety of individuals and groups in a constructive and professional manner. Capability to work independently in a fast-paced environment with minimal supervision. WORKING CONDITIONS: Duties are performed in a professional office environment. Ability to lift 5 to 25 lbs. At Cedar Rapids Bank & Trust, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. Cedar Rapids Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of Cedar Rapids Bank & Trust to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment. Requirements:
    $64k-117k yearly est. 27d ago
  • Portfolio Manager- Agribusiness

    Midwestone Bank

    Portfolio manager job in Farley, IA

    Small enough to care. Big enough to deliver. Our Portfolio Managers are responsible for the ongoing management of relationships to assist the assigned Banker(s) in realizing efficiencies, quality of the process and product, retention, and expansion of banking relationships consistent with the Region's goals and objectives for growth, credit quality, and rates of return. In collaboration and support of assigned Banker(s), this position is responsible for collecting, examining, and evaluating information with recommendations to the respective Banker(s) as to the general creditworthiness and merits of credit requests from existing and prospective customers. This position may provide administrative, and credit analysis support (or at times a liaison to other departments to complete these tasks) for the assigned Banker(s) as needed. Works with and through others in the organization to accomplish these responsibilities. Responsibilities This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations. Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This includes, but not limited to reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented. Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc. Preparing comprehensive written analysis, compiling written industry summaries and analysis, recommending structure, collecting financial statements, collecting information as needed to determine the general creditworthiness and merits of a credit request. Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures. Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs. Works on other designated credits or special projects as assigned by Portfolio Manager Team Lead, Regional President and/or Lead Commercial / Ag Banker: May participate and make presentations of credit requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or Portfolio Manager Team Lead. Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships. May participate in the planning process for the region's Commercial/Ag Banking Department. Participates in community and business functions/groups consistent with our Bank's Brand Promise, Mission Statement, and Operating Principles. Qualifications Bachelor's degree (B. A.) from four-year College or university preferred 1-3 years related experience, or equivalent combination of education and experience. Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills. The Perks! Competitive base compensation with additional performance-based incentives (incentives vary depending on role) Career development and continuous learning opportunities Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more 100% vested 401(k) Retirement Plan with 6% company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employer provided group life insurance with option to purchase additional life insurance for you and your family members Employer provided long term and short term disability insurance Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity Wellness Program Free banking services and other financial services discounts Take Your Dog to Work Day in June Employee Rally Day- a day of celebration and recognition! RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.
    $65k-119k yearly est. Auto-Apply 60d+ ago
  • Portfolio Manager- Agribusiness

    Midwestone Financial Group, Inc.

    Portfolio manager job in Farley, IA

    Small enough to care. Big enough to deliver. Our Portfolio Managers are responsible for the ongoing management of relationships to assist the assigned Banker(s) in realizing efficiencies, quality of the process and product, retention, and expansion of banking relationships consistent with the Region's goals and objectives for growth, credit quality, and rates of return. In collaboration and support of assigned Banker(s), this position is responsible for collecting, examining, and evaluating information with recommendations to the respective Banker(s) as to the general creditworthiness and merits of credit requests from existing and prospective customers. This position may provide administrative, and credit analysis support (or at times a liaison to other departments to complete these tasks) for the assigned Banker(s) as needed. Works with and through others in the organization to accomplish these responsibilities. Responsibilities * This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations. * Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This includes, but not limited to reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented. * Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc. * Preparing comprehensive written analysis, compiling written industry summaries and analysis, recommending structure, collecting financial statements, collecting information as needed to determine the general creditworthiness and merits of a credit request. * Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures. * Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer. * Ensures loan agreements are complete and accurate according to policy. * Assures timely loan closing and funding activities. * Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs. * Works on other designated credits or special projects as assigned by Portfolio Manager Team Lead, Regional President and/or Lead Commercial / Ag Banker: * May participate and make presentations of credit requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or Portfolio Manager Team Lead. * Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships. * May participate in the planning process for the region's Commercial/Ag Banking Department. * Participates in community and business functions/groups consistent with our Bank's Brand Promise, Mission Statement, and Operating Principles. Qualifications * Bachelor's degree (B. A.) from four-year College or university preferred * 1-3 years related experience, or equivalent combination of education and experience. * Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills. Created By : Compensation Range The Perks! * Competitive base compensation with additional performance-based incentives (incentives vary depending on role) * Career development and continuous learning opportunities * Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more * 100% vested 401(k) Retirement Plan with 6% company match * Medical, Dental, and Vision insurance * Flex spending plan & Health savings accounts with employer contribution * Student Loan Debt Reduction Program * Employer provided group life insurance with option to purchase additional life insurance for you and your family members * Employer provided long term and short term disability insurance * Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity * Wellness Program * Free banking services and other financial services discounts * Take Your Dog to Work Day in June * Employee Rally Day- a day of celebration and recognition! RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.
    $65k-119k yearly est. Auto-Apply 39d ago
  • Portfolio Analytics Lead

    Syngenta Seeds 4.6company rating

    Portfolio manager job in Slater, IA

    Syngenta Seeds is one of the world's largest developers and producers of seed for farmers, commercial growers, retailers and small seed companies. Syngenta seeds improve the quality and yields of crops. High-quality seeds ensure better and more productive crops, which is why farmers invest in them. Advanced seeds help mitigate risks such as disease and drought and allow farmers to grow food using less land, less water and fewer inputs. Syngenta Seeds brings farmers more vigorous, stronger, resistant plants, including innovative hybrid varieties and biotech crops that can thrive even in challenging growing conditions. Syngenta Seeds is headquartered in the United States. Job Description This role is preferably based at Slater, IA, but candidates based in Malta, IL; Stanton, MN; or Ames, IA will also be considered. At Syngenta, our goal is to build the most collaborative and trustworthy team in agriculture, providing top-quality seeds and innovative crop protection solutions that improve farmers' success. To support this mission, Syngenta is seeking a Portfolio Analytics Lead - Temperate Hub. The Portfolio Analytics Lead will lead strategic portfolio financial planning and optimization across Seeds R&D for the Temperate Hub (NA & Europe), driving data-driven decision making to maximize R&D investment returns. This role will standardize processes, optimize resource allocation, and ensure efficient delivery of portfolio objectives aligned with R&D and commercial strategy. Accountabilities: Lead strategic financial planning and portfolio optimization across Seeds R&D for North America and Europe, ensuring alignment with commercial strategy. Drive data-driven decision making through advanced portfolio analytics, financial modeling, and performance tracking. Manage the annual budget process and portfolio definition cycle, including resource allocation and unit cost optimization. Oversee portfolio reporting and tools management, ensuring data integrity and timely escalation of variances. Partner with global teams to standardize processes and drive consistent ways of working across regions. Provide strategic project management oversight and quantitative analysis for executive decision-making. Qualifications PLEASE NOTE: Candidates must already be located in the United States and not require visa sponsorship now or in the future (includes OPT). Bachelor's degree in Finance, Economics, or related quantitative field; MBA or CFA preferred. 10+ years of experience in financial planning and analysis, preferably in R&D or technology-driven industries. Experience in the agricultural industry is highly desirable. Expert-level proficiency in financial modeling, statistical analysis, and data visualization tools (e.g., Excel, R, Python, Tableau). Strong understanding of business processes and portfolio management principles, ideally in R&D. Proven track record of implementing data-driven decision-making processes in complex organizations. Experience with enterprise financial planning systems and database management. Excellent communication skills, able to translate complex financial concepts to non-financial stakeholders. Proven ability to successfully deliver critical business objectives, initiatives, and projects. Project and portfolio management competence to prioritize and deliver objectives in a complex, cross-functional, multi-site, and highly technical environment. Significant stakeholder management experience is a must. Proven ability to lead with purpose, clarity, and impact in a complex global matrix organization. Demonstrated ability to develop and implement fit-for-purpose processes and tools. Effective time management, with the ability to successfully plan and control activities over a number of months or years. Additional Information What We Offer: A culture that celebrates diversity & inclusion, promotes professional development, and strives for a work-life balance that supports the team members. Offers flexible work options to support your work and personal needs. Full Benefit Package (Medical, Dental & Vision) that starts your first day. 401k plan with company match, Profit Sharing & Retirement Savings Contribution. Paid Vacation, Paid Holidays, Maternity and Paternity Leave, Education Assistance, Wellness Programs, Corporate Discounts, among other benefits. Syngenta has been ranked as a top employer by Science Journal. Learn more about our team and our mission here: ******************************************* Syngenta is an Equal Opportunity Employer and does not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status. WL: 4A #LI-Hybrid
    $84k-104k yearly est. 7d ago
  • Portfolio Manager- Agribusiness

    Midwestone Financial Group, Inc.

    Portfolio manager job in Oskaloosa, IA

    Small enough to care. Big enough to deliver. Our Portfolio Managers are responsible for the ongoing management of relationships to assist the assigned Banker(s) in realizing efficiencies, quality of the process and product, retention, and expansion of banking relationships consistent with the Region's goals and objectives for growth, credit quality, and rates of return. In collaboration and support of assigned Banker(s), this position is responsible for collecting, examining, and evaluating information with recommendations to the respective Banker(s) as to the general creditworthiness and merits of credit requests from existing and prospective customers. This position may provide administrative, and credit analysis support (or at times a liaison to other departments to complete these tasks) for the assigned Banker(s) as needed. Works with and through others in the organization to accomplish these responsibilities. Responsibilities * This position requires knowledge, proficiency, and adherence to internal policies and procedures as well as applicable laws and regulations. * Collection and analysis of financial data deemed necessary to determine the general creditworthiness and merits of credit requests. This includes, but not limited to reviewing and spreading financial statements, tax returns, cash flow and projection analysis, risk rating, and analysis and review of personal financial statements and other applications that are presented. * Ongoing credit monitoring to include completing credit reviews as needed (typically annually) along with reviewing upcoming loan maturities, borrowing base certificates, trend identification in credit quality/risk rating, compliance with loan covenants, etc. * Preparing comprehensive written analysis, compiling written industry summaries and analysis, recommending structure, collecting financial statements, collecting information as needed to determine the general creditworthiness and merits of a credit request. * Coordinate collateral inspections, on site visits, reviews, evaluations, and appraisals for upcoming loan maturities, credit reviews, and new requests in accordance with internal policies and procedures. * Requests loan packages according to internal policies and procedures and review for accuracy, completeness, and thoroughness prior to closing to ensure all applicable documentation requirements are met for loans under his/her assigned Commercial/Ag Banking Officer. * Ensures loan agreements are complete and accurate according to policy. * Assures timely loan closing and funding activities. * Services customers and potential customers by proactively promoting the Bank to enhance commercial/ag banking relationships by identifying and recommending banking products and services to the assigned Banker as appropriate to meet customer needs. * Works on other designated credits or special projects as assigned by Portfolio Manager Team Lead, Regional President and/or Lead Commercial / Ag Banker: * May participate and make presentations of credit requests needing action to Director Credit Loan Committee, Commercial Credit Loan Committee, and/or Loan Strategy as directed by the assigned Banker(s) or Portfolio Manager Team Lead. * Joint calls with customers and potential customers with the assigned Banker(s) to promote the Bank while further enhancing and soliciting additional banking relationships. * May participate in the planning process for the region's Commercial/Ag Banking Department. * Participates in community and business functions/groups consistent with our Bank's Brand Promise, Mission Statement, and Operating Principles. Qualifications * Bachelor's degree (B. A.) from four-year College or university preferred * 1-3 years related experience, or equivalent combination of education and experience. * Strong analytical and financial analysis skills, thorough understanding of Finance and Accounting principles, demonstrated problem-solving skills, and excellent verbal, written, and interpersonal skills. Created By : Compensation Range The Perks! * Competitive base compensation with additional performance-based incentives (incentives vary depending on role) * Career development and continuous learning opportunities * Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more * 100% vested 401(k) Retirement Plan with 6% company match * Medical, Dental, and Vision insurance * Flex spending plan & Health savings accounts with employer contribution * Student Loan Debt Reduction Program * Employer provided group life insurance with option to purchase additional life insurance for you and your family members * Employer provided long term and short term disability insurance * Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity * Wellness Program * Free banking services and other financial services discounts * Take Your Dog to Work Day in June * Employee Rally Day- a day of celebration and recognition! RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.
    $62k-114k yearly est. Auto-Apply 60d+ ago

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What are the top employers for portfolio manager in IA?

Midwestone Bank

Midwestone Financial Group, Inc.

Cedar Rapids Bank & Trust

Top 10 Portfolio Manager companies in IA

  1. Midwestone Bank

  2. Principal Financial Group

  3. Midwestone Financial Group, Inc.

  4. Bankers Trust Company

  5. Huntington National Bank

  6. Cedar Rapids Bank & Trust

  7. Sterling National Bank

  8. UMB Bank

  9. Pearson

  10. Cox Communications

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