Investment Mgr/Sr Investment Mgr
Portfolio manager job in Des Moines, IA
MidAmerican Energy Company, a Midwest utility, provides regulated electric and natural gas service to more than 1.6 million customers in Illinois, Iowa, Nebraska and South Dakota. The company owns and operates a portfolio of power-generating assets, approximately 61% of which is wind generation. MidAmerican Energy Company is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Employees must be able to perform the essential functions of the position, with or without an accommodation. MidAmerican Energy Company has an exciting career opportunity available. Take the next step in your career and apply now!
This is a multi-level posting. Candidates may be considered for any of the posted levels, depending on their level of experience and depth of expertise.
Bachelor's degree in finance, economics, engineering, math or computer science, advanced degree such as an MBA or master's degree in related field and/or professional certification such as CFA preferred.
Five years of prior experience in the areas of investments, corporate finance, asset management, data analytics or a related area for the investment manager position.
Seven years of prior experience in the areas of investments, corporate finance, asset management, data analytics or a related area for the senior investment manager position.
Prior hands-on experience on investment funds, qualified and non-qualified pension trusts and retirement savings trusts, company owned life insurance products, rabbi trusts and other institutional portfolios are highly desired.
Advanced knowledge of equities, bonds, alternative assets and derivative products.
Solid understanding of macro drivers in financial markets and global economy.
Understanding of monitoring controls applied to third party pricing services utilized to measure the fair value of certain financial instruments.
Effective analytical, problem-solving, data analysis and decision-making skills to interpret investment, economic, financial and accounting information.
Excellent verbal and written communication skills, and presentation skills.
Effective interpersonal and collaborative skills and leadership abilities.
Project management skills: ability to prioritize and handle multiple tasks and projects concurrently.
This is a multi-level posting. Candidates may be considered for any of the posted levels, depending on their level of experience and depth of expertise.
Oversee performance of various assets classes contained in the company's select qualified and non-qualified retirement plans, as well as other trusts and institutional investment portfolios. Assigned retirement trusts and investment portfolios may include qualified DB, DC and voluntary employees' beneficiary association (VEBA) portfolios, deferred compensation plans, nuclear decommissioning trusts, long-term incentive plans (LTIP), BHE and Affiliate foundation portfolio and other institutional portfolios. (30%)
Work closely with investment consultants, trustees, actuaries, record keepers and auditors to perform required tasks for the institutional portfolios. Assist Senior Director of Investments in formulating specific guidelines for investment managers and critiquing performance with respect to benchmarks and corresponding universes. Monitor activities of these advisors and money managers regarding compliance with the pension and employee benefits plan administrative committee, nuclear decommissioning trust administrative committee and company management. (30%).
Provide technical leadership, guidance and support to finance personnel at other Berkshire Hathaway Energy platforms in managing corporate reporting processes and maintaining compliance with regulatory requirements. Examine data from platforms for accuracy and complete for final delivery to upper management corporate reports which include but are not limited to monthly monitoring reports, quarterly and annual committees' and other confidential reports. Use Morningstar, Bloomberg and various websites to collect/update data for various market indices used as benchmarks for both qualified and non-qualified retirement plans well as other institutional portfolios. (10%)
Examine current contracts with managers, consultants, actuaries, and trustees to make sure that the company gets all the promised services and is also charged fairly. Study prospectuses and fund documents to determine that investment fees are transparent and fully disclosed. (10%)
Prepare quarterly and annual reports to company's auditors about fair valuation in the pension, retirement savings and VEBA trusts. Perform an annual review of Service Organization Controls/Statement of Standards for Attestation Engagements reports published by service providers as required by Internal Audit. (10%)
Assist nuclear decommissioning trust administrative committee in analyzing investment and regulatory issues regarding the nuclear decommissioning trusts. Prepare state and federal regulatory reports regarding funding status or investment activities of nuclear decommissioning trusts. (10%)
Develop project plans, provide direction and assist in coordination of department activities and in completion of periodic investments group projects. Perform additional responsibilities as requested or assigned.
Auto-ApplyExperienced Portfolio Manager
Portfolio manager job in Des Moines, IA
What You'll Do We have an exciting opportunity within the Benefits & Protection Portfolio Office for a Portfolio Manager who can contribute in an outcome focused agile organization. This is a chance to engage with multiple roles and stakeholders across businesses, functions, technology product families, providing portfolio management and enabling support that helps us accomplish business objectives together.
You'll have the opportunity to: Lead critical initiatives across businesses, functions, and technology product families Engage where there is a business need and effectively providing planning, organization, communication, transparency, collaboration, prioritization, investment, dependency, and risk management to achieve outcomes Partner within a technology product leadership team, providing portfolio management, and supporting leaders, product managers, and stakeholders Leverage an agile approach that focuses on strategic and financial outcomes Navigate ambiguity and leading through change Build relationships, empowering others, and foster a culture of innovation, discovery, and growth Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives.
We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all.
Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years.
Who You Are Bachelor's degree or relevant experience 6+ years of project/program/portfolio management Demonstrated capability to effectively oversee numerous priorities within a fast-paced setting Proficient in leveraging and tailoring portfolio/project management approaches in an agile outcome driven organization Advanced in planning, organization, prioritization, dependencies, problem solving, and stakeholder engagement Able to work independently and in a team orientated environment Strong communication, facilitation, presentation, and influencing abilities Excellent interpersonal and relationship building skills Expertise in agile, product, and dev-ops concepts Demonstrated adaptability and results orientation Salary Range Information Salary ranges below reflect targeted base salaries.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $106400 - $167000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible Yes Work Environments This role offers an in-office and hybrid (blending at least three office days in a typical workweek) work arrangement in Des Moines, IA.
Job Level We'll consider talent at the next level (Strategic Portfolio Manager I) with the right experience and skills.
Work Authorization/Sponsorship At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States.
This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.
For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.
These same requirements may also apply to other positions across the organization.
Experience Principal At Principal, we value connecting on both a personal and professional level.
Together, we're imagining a more purpose-led future for financial services - and that starts with you.
Our success depends on the unique experiences, backgrounds, and talents of our employees.
And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.
Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date.
Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date 10/24/2025 Most Recently Posted Date 10/24/2025 LinkedIn Hashtag #LI-EW1
Portfolio Manager
Portfolio manager job in Coralville, IA
SCHEDULE: Full-time; Monday through Friday (8:00 am - 5:00 pm)
BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!
SCOPE:
The Portfolio Manager manages and supports commercial loan and deposit portfolios for a group of commercial lenders. Serves as a liaison to the Credit Department underwriters for facilitating the credit needs for new loan requests, modifications, renewals and annual portfolio reviews while working in a branch location. Compiles commercial loan packages ensuring completeness and accuracy of information provided, including reviewing and analyzing financial information, providing recommendations on loan structuring and pricing, determining adherence to loan policy, and recommending risk ratings to existing relationships. Works collaboratively with lenders, credit department and bank staff to serve as support to customers and prospects within the context of risk management. The ideal candidate for the position will have excellent analytical and communication skills, ability to multi-task and meet deadlines, and attention to detail while working independently in a fast-paced environment.
ACCOUNTABILITIES:
Loan Portfolio management - assigned group of Lenders
Collaborate with assigned lenders in the preparation of credit loan applications through the underwriting process and determine the adequacy of the primary and secondary repayment source, analysis of financial information, formatting requests to adhere to policy, and assessing overall risk to bank capital on all loan types.
Attend new client meetings as requested with loan officer.
Timely guide loan requests through the approval process and ensure that the structure meets the needs of the customer and the risk appetite, product package and objectives of the bank.
Provide ongoing support and guidance to commercial lenders by providing recommendations on loan structuring, credit worthiness of customers, loan and compliance policy adherence, and overall risk to bank capital.
Analyze financial information to evaluate the credit worthiness of loan requests and perform ongoing portfolio analysis to identify emerging risks, covenant compliance and make an independent credit quality assessment.
Determine the need for more thorough investigation beyond traditional spreads and cash flow.
Monitor credit performance of customer portfolios and escalate or remediate, as appropriate.
Document and track relevant information, reports and memos to ensure necessary credit approvals are obtained, documented and adhered to through closing.
Ensure loan approval, covenant and loan commitment conditions are timely obtained, documented and followed.
Properly grades the risk of each loan in the assigned portfolio, per policy. Recommend adjustment to risk grades as circumstances change or new information becomes available.
Work with lending staff to identify areas of improvement and develop action plans to improve relationships.
Effectively monitor credit relationships to ensure that loans comply with bank risk, policy and regulatory guidelines.
Works with lenders, Credit Department and commercial loan processing to minimize past due loans.
Assist in communications with internal, regulatory, and third-party examiners on credit relationships.
May participate in joint calls to gain a thorough understanding of the customer's business to effectively assist in the annual reviews and ongoing monitoring activities.
Attend loan committee and Board Meetings as directed and present loan applications in lender absence.
Other Responsibilities
Complete duties timely to ensure excellent customer service while adhering to bank policies and procedures.
Proactively manage and improve processes with direction from supervisor and complete all tasks with little oversight or correction.
As part of the overall team, this position will be requested to help support and participate in other bank activities.
Perform other duties as assigned.
EDUCATION AND SPECIAL REQUIREMENTS:
Bachelor's degree (B.A.) from a four-year college or university in the field of business, including specific courses in accounting, finance, and economics; and 4-7 years in credit or lending experience and/or training.
Ability to read and analyze financial statements, tax returns, credit reports, and loan documents required.
Must be skilled in Microsoft Office products plus the ability to be trained on loan-related software products.
May require work before or after normal business hours depending on volume.
EQUAL OPPORTUNITY EMPLOYER
Portfolio Manager
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
* 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.
Auto-ApplyPortfolio Manager II
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:
Portfolio Manager- Agribusiness
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.
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Auto-ApplyPortfolio Manager
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.
Portfolio Manager - CPAP
Portfolio manager job in Des Moines, IA
**Anticipated salary range:** $105,100 - $150,100 **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 12/16/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
**What Portfolio Management contributes to Cardinal Health**
Portfolio Management is responsible for creating and managing diverse strategic supplier partnerships that drive enterprise value with innovation, best cost and competitive advantages that benefit customers, suppliers and patients. Develops and executes strategic plans by leveraging market intelligence, industry knowledge and cross-functional collaboration. Competitive advantage is created through supplier selection and management, contract negotiation, supply chain optimization and risk mitigation.
Portfolio Management provides supplier relationship management, end to end supply chain support, and cross-functional operational improvements. Leverage fact-based data and analytics to negotiate contracts for good and services that meet or exceed fiscal expectations. Manages and optimizes supplier relationships and product portfolio to drive financial results, increase market share and exceed customer expectations
**_Job Summary_**
The Manager, Portfolio Management has full profit-and-loss responsibility for a product category within AtHome Solutions and drives increased revenue, profitability, market share, and brand awareness. Reporting to a Director, Portfolio Management, this job negotiates favorable agreements with vendors, executes product promotions, and tracks product changes.
**_Responsibilities:_**
+ Intimate knowledge of the CPAP and/or Respiratory Category Market
+ Leverages market and competitive intelligence to develop strategic category plans and deliver on financial objectives for the product category. Applies expert knowledge of the category to support commercial team and other areas of the business.
+ Fosters key supplier relationships and negotiates favorable agreements within the product category, applying strong financial and business acumen. Typically interacts with suppliers on an annual basis and continually evaluates supplier performance both financially and operationally.
+ Collaborates with cross functional stakeholders including Pricing, Marketing, Legal, Quality, Regulatory, Planning, Inventory Management, Finance, Sales and Operations to gain internal alignment and gather information necessary to execute category strategy.
+ Continually monitors revenue and expenses for product category against established goals and reports to Director, Portfolio Management on performance of product category and individual products.
+ Manages and optimizes category assortment planning, creating the most advantageous mix and positioning of products in the category.
+ With strong financial acumen, assesses sales trends and forecasts based on SKU data and evaluates implications for merchandising and pricing strategies.
+ Attends trade shows, conferences, and other industry events to stay abreast of market developments, liaise with suppliers, and assess new merchandising and supplier opportunities.
+ Provides guidance to less-experienced Advisor, Portfolio Management within products division based on category management experience.
**_Qualifications:_**
+ 8-12 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ Ability to analyze numbers and data
+ Microsoft Office knowledge
+ Previous category, product or sourcing management experience preferred
+ Exceptional communication and collaboration skills
+ Must be willing to travel up to 25%
**_What is expected of you and others at this level:_**
+ Manages department operations and supervises professional employees, front line supervisors and/or business support staff
+ Participates in the development of policies and procedures to achieve specific goals
+ Ensures employees operate within guidelines
+ Decisions have a short term impact on work processes, outcomes and customers
+ Interacts with subordinates, peers, customers, and suppliers at various management levels; may interact with senior management
+ Interactions normally involve resolution of issues related to operations and/or projects
+ Gains consensus from various parties involved
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Product Portfolio Manager
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.
Manager, Investments Data
Portfolio manager job in West Des Moines, IA
Robert Half is working with a Des Moines based insurance company seeking to hire a motivated Manager of Investments Data who will lead efforts in managing and enhancing investment data, accounting processes, and systems. This role requires expertise in statutory accounting and investment systems (e.g., PAM systems) and offers an opportunity to drive team collaboration across various functions within a dynamic environment. The ideal candidate will demonstrate exceptional problem-solving abilities, leadership skills, and meticulous organizational standards in all aspects of the role.
Key Responsibilities:
+ Manage and optimize investment accounting systems to ensure accuracy and operational efficiency.
+ Evaluate and oversee investment data by leveraging knowledge of GAAP and statutory accounting principles.
+ Develop and nurture effective working relationships with Corporate Accounting and Asset Management partners.
+ Conduct system audits, implement key controls, generate reports, and utilize data analysis tools proficiently.
+ Mentor team members to foster a culture of continuous improvement, critical thinking, and teamwork.
+ Stay informed on various investment instruments to ensure accurate data reporting and analysis.
+ Maintain compliance with accounting standards and controls while meeting strict deadlines.
+ Participate in organizational change initiatives, contributing insights to improve team adaptability and overall effectiveness.
Requirements
Must-Have Qualifications:
+ Experience in statutory accounting and/or investment accounting frameworks.
+ Working proficiency with PAM systems or similar investment platforms.
Preferred Qualifications:
+ Bachelor's degree in Accounting or Business Management.
+ At least 8 years of experience in accounting, insurance, financial reporting, auditing, or related functions.
+ Minimum 5 years of experience managing investment accounting systems.
+ Comprehensive knowledge of accounting systems, control measures, audit processes, and data analysis tools.
+ Advanced understanding of complex investment instruments and GAAP standards.
Core Competencies:
+ Strong communication skills with an approachable and active listening style.
+ Proficient problem-solving skills, with demonstrated ability to coach and mentor team members.
+ Collaborative mindset and team player attitude, empowering others to achieve shared goals.
+ Detail-oriented with exceptional organizational skills and a self-directed work ethic.
+ Adaptable and enthusiastic about embracing organizational change.
+ Commitment to exemplifying company values in daily actions and decisions.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
Senior Market Investment Officer
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
Modeling Manager - Asset Liability Management
Portfolio manager job in Cedar Rapids, IA
Job Family Treasury, Capital Management and Asset Liability Management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
The Modeling Manager - Asset Liability Management will build and analyze sophisticated models for insurance products, investments, hedging, and portfolios management to increase company risk-adjusted returns. This person will leverage advanced knowledge of actuarial, financial, statistical, data science, and modeling analytics to develop, test, and validate models for various functions within the company.
Responsibilities:
* Serve as the technical lead for the Asset Transformation System (ATS), guiding the continuous developments and implementation of innovative solutions.
* Research methodology and refine algorithms for the Strategic Asset Allocation project, actively contributing to the formulation and execution of strategic investment plans.
* Support modeling activities on various insurance liabilities, fixed-income assets, and derivatives in actuarial systems, including AXIS/ALFA/MOSES/TRINITY.
* Model and quantify risks including equity and interest rate sensitivities, cash flow variability, credit, alternative investment, or liquidity risks.
* Collaborate with key stakeholders from business line valuation, ALM, risk management, and financial/risk reporting.
* Lead the team to build efficient models and processes to generate accurate results with minimal guidance.
* Build external or embedded controls to mitigate operating risks in workflows.
* Apply risk management techniques and procedures, including the company's mandated risk methodologies.
* Apply and integrate statistical, mathematical, predictive modeling, and business analysis skills to manage and manipulate complex high-volume data from a variety of sources.
* Interpret internal or external issues and recommend solutions/best practices.
* Solve complex problems by taking a broad perspective to identify solutions.
* Apply careful judgment to modeling choices, ensuring decisions are well-justified and defensible.
* Assess the materiality of various modeling and data choices.
* Serve as a company-wide expert in at least one specialty.
* Serve as a resource for colleagues with less experience.
* Work on advanced research projects.
Qualifications:
* Bachelor's degree in a technical/quantitative discipline such as statistics, math, actuarial science, computer science, economics, engineering, or a related business field such as finance.
* Eight years of modeling experience (or six with Master's degree) with expert knowledge in two or more products such as insurance liability, asset valuation, derivatives modeling, liquidity management, machine learning, or artificial intelligence.
* Five years of experience in advanced programming or actuarial systems customization.
* Familiarity with asset liability management practices.
* Good understanding of investment and finance concepts to creatively solve analytical problems.
* Leadership skills to manage teams and projects.
Preferred Qualifications:
* Advanced degree.
* Programming experience in Python/C++/C# or other advanced languages.
* Experience with Jira, Confluence, Bitbucket, Jenkins, and Control-M.
* AXIS/ALFA/MOSES or other actuarial software.
* Experience with database design and usage.
* Insurance or asset/derivatives modeling experience.
* Actuarial science background.
* QRM or similar asset liability software experience.
* SAS, R, SPSS, or other statistical software experience.
* Effectively communicates, both verbally and in writing, advanced mathematical and analytical concepts to various audiences.
* Works well under pressure and within time constraints to effectively accomplish individual and team objectives.
Working Conditions:
* Hybrid office environment: Baltimore/Cedar Rapids/Philadelphia
#LI-BD1
Compensation:
The Salary for this position generally ranges between $138,000 - $148,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
* Competitive Pay
* Bonus for Eligible Employees
Benefits Package
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities
Health and Work/Life Balance Benefits
* Paid Time Off starting at 160 hours annually for employees in their first year of service.
* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
* Adoption Assistance
* Employee Assistance Program
* College Coach Program
* Back-Up Care Program
* PTO for Volunteer Hours
* Employee Matching Gifts Program
* Employee Resource Groups
* Inclusion and Diversity Programs
* Employee Recognition Program
* Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
Auto-ApplyPortfolio Manager - BBLC
Portfolio manager job in Des Moines, IA
As the **Portfolio Manager - BBBLC** **,** you will be responsible for assisting Business Banking and Practice Finance officers in the portfolio management activities (generally loans over $500,000) that are reviewed, decisioned and managed by the BBLC (Business Banking Loan Center). You will partner with and support both relationship managers and client managers. You will perform credit underwriting related to requests for renewals, modifications, changes in terms, credit reviews and reaffirmations for the Business Banking and credit portfolios.
**How** **you'll** **spend your time: **
+ You will analyze business and personal financial statements and work with the Business Banking Loan Center underwriting team to perform financial spreading of those statements.
+ You will present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Underwriter.
+ You will monitor portfolio continuously by tracking loan exceptions, BBC, covenants, pasdues and other portfolio management activities.
+ You will recognize and manage early warning signs for the portfolio on a recurring basis and follow established protocol for actions that need to be taken.
+ You will provide specialized risk guidance and advice on existing portfolio of watch list credits across a multi-state geographical footprint.
+ You will secure financial information and test covenants requirements.
+ You will provide timely client follow up and ensure that loan servicing actions, such as past due payment collections, demand letters, law suits, and liquidations are properly administered. You may perform site visits if needed.
+ You will address complaints successfully, resolve documentation exceptions and covenant requirement violations.
+ Other duties as assigned.
**We're** **excited to talk with you if:**
+ You possess a Bachelor's Degree in Business, Accounting, Finance or related area with at least 6 hours of accounting AND 1+ year in Business Loan experience (up to $5MM) AND 1+ year credit analysis experience.
+ OR, you have any combination of education and experience that would provide an equivalent background.
+ You demonstrate credit decision making skills and ability.
+ You demonstrate financial analytical skills with ability to solve complex problems by interpreting data and results.
+ You demonstrate excellent writing skills to create credit memos.
+ You demonstrate excellent verbal and interpersonal skills to communicate with sales force and credit managers.
+ You demonstrateability to work independently.
+ You demonstrateproficiencyof Excel, and Word to create tables and worksheets for credit memos.
**Bonus points if:**
+ You have previous Business Loancollections experience.
+ You have 2 years' Business Loan credit underwriting.
+ You have knowledge of Capital Stream, FIS/BIS.
+ You have an aptitude to think strategically and envision future state of the portfolio.
APPLICATION DEADLINE: NOVEMBER 15, 2025
**Compensation Range:**
$56,890.00 - $109,270.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Manager, Asset Management Technology Learning and Development
Portfolio manager job in Des Moines, IA
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.
KPMG is currently seeking a Manager Asset Management Technology Learning and Development to join our Business Tax Services organization.
Responsibilities:
* Identify, coordinate, and disseminate essential training programs that support the professional development and compliance needs of the team
* Partner with the broader Learning & Development function to align local training with national initiatives and ensure team participation in relevant sessions
* Design and implement tailored upskilling programs to address evolving team and business needs
* Develop clear communication strategies to share key learnings and training opportunities across the team, bridging gaps in a virtual environment
* Monitor participation and track the impact of training initiatives, providing feedback and recommendations for continuous improvement
* Operate as a trusted advisor to leadership by identifying emerging skill gaps and proposing innovative solutions to address them
* Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment
Qualifications:
* Minimum five years of recent experience in Learning & Development, Talent Management, or Organizational Effectiveness, with experience supporting internal teams
* Bachelor's degree in accounting, computer science, or education from an accredited college/university is preferred; minimum of a high school diploma or GED is required
* Proven ability to design and deliver effective training programs (both in-person and virtual)
* Strong collaboration and stakeholder management skills across diverse teams and geographies
* Familiarity with adult learning principles, instructional design, and virtual learning technologies
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
**********************************************************************
California Salary Range: $101200 - $215100
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Experienced Portfolio Manager
Portfolio manager job in Des Moines, IA
**What You'll Do** We have an exciting opportunity within the Benefits & Protection Portfolio Office for a Portfolio Manager who can contribute in an outcome focused agile organization. This is a chance to engage with multiple roles and stakeholders across businesses, functions, technology product families, providing portfolio management and enabling support that helps us accomplish business objectives together.
**You'll have the opportunity to:**
+ Lead critical initiatives across businesses, functions, and technology product families
+ Engage where there is a business need and effectively providing planning, organization, communication, transparency, collaboration, prioritization, investment, dependency, and risk management to achieve outcomes
+ Partner within a technology product leadership team, providing portfolio management, and supporting leaders, product managers, and stakeholders
+ Leverage an agile approach that focuses on strategic and financial outcomes
+ Navigate ambiguity and leading through change
+ Build relationships, empowering others, and foster a culture of innovation, discovery, and growth
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years.
**Who You Are**
+ Bachelor's degree or relevant experience
+ 6+ years of project/program/portfolio management
+ Demonstrated capability to effectively oversee numerous priorities within a fast-paced setting
+ Proficient in leveraging and tailoring portfolio/project management approaches in an agile outcome driven organization
+ Advanced in planning, organization, prioritization, dependencies, problem solving, and stakeholder engagement
+ Able to work independently and in a team orientated environment
+ Strong communication, facilitation, presentation, and influencing abilities
+ Excellent interpersonal and relationship building skills
+ Expertise in agile, product, and dev-ops concepts
+ Demonstrated adaptability and results orientation
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$106400 - $167000 / year
**Time Off Program**
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
**Pension Eligible**
Yes
**Work Environments**
This role offers an in-office and hybrid (blending at least three office days in a typical workweek) work arrangement in Des Moines, IA.
**Job Level**
We'll consider talent at the next level (Strategic Portfolio Manager I) with the right experience and skills.
**Work Authorization/Sponsorship**
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (***************************************************************************************************
**Investment Code of Ethics**
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits.
**Principal is an Equal Opportunity Employer**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
10/24/2025
**Most Recently Posted Date**
10/24/2025
LinkedIn Hashtag
\#LI-EW1
Portfolio Manager
Portfolio manager job in Coralville, IA
Job Description
SCHEDULE: Full-time; Monday through Friday (8:00 am - 5:00 pm)
BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!
SCOPE:
The Portfolio Manager manages and supports commercial loan and deposit portfolios for a group of commercial lenders. Serves as a liaison to the Credit Department underwriters for facilitating the credit needs for new loan requests, modifications, renewals and annual portfolio reviews while working in a branch location. Compiles commercial loan packages ensuring completeness and accuracy of information provided, including reviewing and analyzing financial information, providing recommendations on loan structuring and pricing, determining adherence to loan policy, and recommending risk ratings to existing relationships. Works collaboratively with lenders, credit department and bank staff to serve as support to customers and prospects within the context of risk management. The ideal candidate for the position will have excellent analytical and communication skills, ability to multi-task and meet deadlines, and attention to detail while working independently in a fast-paced environment.
ACCOUNTABILITIES:
Loan Portfolio management - assigned group of Lenders
Collaborate with assigned lenders in the preparation of credit loan applications through the underwriting process and determine the adequacy of the primary and secondary repayment source, analysis of financial information, formatting requests to adhere to policy, and assessing overall risk to bank capital on all loan types.
Attend new client meetings as requested with loan officer.
Timely guide loan requests through the approval process and ensure that the structure meets the needs of the customer and the risk appetite, product package and objectives of the bank.
Provide ongoing support and guidance to commercial lenders by providing recommendations on loan structuring, credit worthiness of customers, loan and compliance policy adherence, and overall risk to bank capital.
Analyze financial information to evaluate the credit worthiness of loan requests and perform ongoing portfolio analysis to identify emerging risks, covenant compliance and make an independent credit quality assessment.
Determine the need for more thorough investigation beyond traditional spreads and cash flow.
Monitor credit performance of customer portfolios and escalate or remediate, as appropriate.
Document and track relevant information, reports and memos to ensure necessary credit approvals are obtained, documented and adhered to through closing.
Ensure loan approval, covenant and loan commitment conditions are timely obtained, documented and followed.
Properly grades the risk of each loan in the assigned portfolio, per policy. Recommend adjustment to risk grades as circumstances change or new information becomes available.
Work with lending staff to identify areas of improvement and develop action plans to improve relationships.
Effectively monitor credit relationships to ensure that loans comply with bank risk, policy and regulatory guidelines.
Works with lenders, Credit Department and commercial loan processing to minimize past due loans.
Assist in communications with internal, regulatory, and third-party examiners on credit relationships.
May participate in joint calls to gain a thorough understanding of the customer's business to effectively assist in the annual reviews and ongoing monitoring activities.
Attend loan committee and Board Meetings as directed and present loan applications in lender absence.
Other Responsibilities
Complete duties timely to ensure excellent customer service while adhering to bank policies and procedures.
Proactively manage and improve processes with direction from supervisor and complete all tasks with little oversight or correction.
As part of the overall team, this position will be requested to help support and participate in other bank activities.
Perform other duties as assigned.
EDUCATION AND SPECIAL REQUIREMENTS:
Bachelor's degree (B.A.) from a four-year college or university in the field of business, including specific courses in accounting, finance, and economics; and 4-7 years in credit or lending experience and/or training.
Ability to read and analyze financial statements, tax returns, credit reports, and loan documents required.
Must be skilled in Microsoft Office products plus the ability to be trained on loan-related software products.
May require work before or after normal business hours depending on volume.
EQUAL OPPORTUNITY EMPLOYER
Job Posted by ApplicantPro
Portfolio Manager- Agribusiness
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.
Auto-ApplyPortfolio Manager- Agribusiness
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.
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.
We can recommend jobs specifically for you! Click here to get started.
Auto-ApplyCommercial Portfolio Manager II-Food, Beverage & Agribusiness
Portfolio manager job in Des Moines, IA
This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following:
**Duties & Responsibilities**
+ Partner with loan officers to effectively administer the management of assigned commercial banking relationships.
+ Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request.
+ Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions.
+ Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews.
+ Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times.
+ File all required reports and resolve all related issues in a timely and efficient manner.
+ Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required
+ Other duties as assigned.
**Knowledge & Skills**
MINIMUM:
+ Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors.
+ Demonstrates excellent communication skills (verbal & written)
+ Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.
+ Demonstrates strong level of understanding of credit underwriting
+ Demonstrates strong knowledge of bank products, services, and bank operations
+ Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents
+ Demonstrates strong analytical skills
+ Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers
+ Demonstrates strong proficiency in Word, Excel, PowerPoint
+ Demonstrates knowledge of commercial lending software
PREFERRED:
+ Ability to prospect and network at various levels within a company
**Requirements**
MINIMUM:
+ Bachelor's degree in business, Accounting, Finance or related fields
+ 5 years commercial banking experience including credit underwriting
+ Current valid driver's license
PREFERRED:
+ 8 years commercial banking experience including credit underwriting
**Compensation Range:**
$69,920.00 - $149,000.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Federal Tax Manager, Asset Management
Portfolio manager job in Des Moines, IA
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Tax Manager to join our Business Tax Services practice.
Responsibilities:
* Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients
* Work as part of a multi-disciplinary team helping to provide industry knowledge and experience; manage teams of tax professionals and assistants working on client projects
* Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients; build and manage client relationships
* Oversee risk and financial performance of engagements including billing, collections, and project budgets
* Advise clients and be accountable for delivering high quality tax service and advice
* Participate in and contribute to market and business activities external to the firm
Qualifications:
* Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm
* Bachelor's degree from an accredited college/university
* Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
* Prior experience with pass-through entities, partnerships and corporations
* Experience managing multiple client engagements and client service teams
* Excellent verbal and written communications skills with the ability to articulate complex information
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
###**************************************************************************
California Salary Range: $96800 - $187500
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.