Portfolio manager jobs in Minnetonka, MN

The Portfolio Manager maintains responsibility for managing the client's investment strategy. Working with the Busey Advisory Team, the Portfolio Manager will help develop an investment strategy and manage the client's investment portfolio according to the established goals and objectives for the client, and in accordance with all internal and regulatory investment and fiduciary guidelines. The Portfolio Manager will also provide proactive portfolio monitoring and oversight, in conjunction with Busey's Investment Strategies Team. Regular communication with clients regarding latest market developments, investment positioning and investment performance will also be the responsibility of the Portfolio Manager. Duties & Responsibilities * Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing documents, and Busey Wealth Management policies and procedures. * Work as a part of a relationship team to deliver clients a diverse set of financial solutions, and maximize each relationship. * In conjunction with local Private Wealth Advisor, Portfolio Manager will work to develop a comprehensive understanding of each clients' specific investment goals and objectives to construct individually tailored investment portfolios consistent with their goals and objectives. * Determine client's risk profile and educate the client about various strategies to align with their stated level of risk tolerance, ensuring accounts are structured to comply with client's investment policy statement and correspond with current investment strategy. * Provide ongoing and regular client communication, daily monitoring, and portfolio rebalancing to ensure ongoing goals and objectives are being met. Position will play an active role within the relationship management team as it relates to IPS changes, Reg 9 reviews and other related forms and processes as required. * Oversee and manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations, while providing high-value, meaningful client interactions in conjunction with the client relationship team. * Remain informed of developments in security markets, the current economic environment, and Busey Wealth Management's asset management strategy and allocations. * Actively participate and engage in business development activities, working with and assisting local relationship team members on prospects and securing additional assets from existing clients. * Identify opportunities for referrals to other lines of business within Busey Bank, as appropriate. Education & Experience * Knowledge of: * Proven decision making, sales and negotiating skills * Well-developed problem solving and decision making * Clear communication skills, particularly in explaining financial principles and concepts * Strong attention to detail * Portfolio management and trading software * Investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces * Investment terminology, the laws and regulations governing trust investments and taxation, as well as the bank's investment policies, procedures and strategies * Ability to: * Assist in client prospecting efforts by coordinating competitive analysis, communicating investment story and making points of differentiation/value * Attend client meetings to communicate market developments, investment strategy and investment performance * Attend and participate in local region's client events & activities * Education and Training: * Bachelor's degree in Accounting, Finance or related field; working toward CFA or CFP * 5+ years of investment management experience Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $105,000 - $135,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Job Title Global Portfolio Manager - Nextel Ceramic Fibers Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military experience to a 3M career. The Impact You'll Make in this Role As a Global Portfolio Manager for Nextel Ceramic Fibers portfolio ($80M P&L), you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: * Grow the business, via innovation, account penetration, application replication, and converter channel building, working closely with Aerospace and Defense, Electronics verticals, commercial Areas and functional partners * Build Business with OEM and tier customers, in the fast growing aerospace, defense, and consumer electronics space. * Collaborate with broader TEBG Marquee and Key account teams and cross-functional teams to expand customer base and develop solutions, based on customer insights and market trends. * Collaborate with Area portfolio managers for driving short term, medium term, and long term health of the portfolio. * Lead prioritized NPI programs, from ideation to post launch. * Lead prioritized global marketing content creation and work with commercial and vertical activation teams for campaign activations * Explore and engage potential external strategic partners in technology advancement * Portfolio management such as rationalization and mix management, with functional and sales teams. Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: * Bachelor's degree or higher (completed and verified prior to start) * Two (2) years of marketing, strategy, or technical experience, in a private, public, government or military environment Additional qualifications that could help you succeed even further in this role include: * Master's degree of Business Administration (MBA), either completed or in-pursuit, from an accredited university * Experience working globally across a wide range of geographic teams and different functions in a private, public, government or military environment * Customer-focused thinking and proven success gathering key insights * Strong analytical skills with ability to think strategically and to navigate complex situations * Strong operational skills to manage a complex portfolio * Self starter, team player, and leader Travel: May include up to 20% domestic or international Travel Relocation Assistance: May be authorized Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status). Responsibilities of this position may include direct and/or indirect physical or logical access to information, systems, technologies subjected to the regulations/compliance with U.S. Export Control Laws. U.S. Export Control laws and U.S. Government Department of Defense contracts and sub-contracts impose certain restrictions on companies and their ability to share export-controlled and other technology and services with certain "non-U.S. persons" (persons who are not U.S. citizens or nationals, lawful permanent residents of the U.S., refugees, "Temporary Residents" (granted Amnesty or Special Agricultural Worker provisions), or persons granted asylum. To comply with these laws, 3M must help assess candidates' U.S. person status. The questions asked in this application are intended to assess this and will be used for evaluation purposes only. Failure to provide the necessary information in this regard will result in our inability to consider you further for this particular position Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Chat with Max For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $164,612 - $201,193, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: *************************************************************** Good Faith Posting Date Range 12/02/2025 To 01/01/2026 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.

Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit  About Us - Allspring Global Investments. At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey. POSITION Join our Global Liquidity Solutions team as a Money Market Portfolio Manager focused on US government and Treasury money market funds. The Money Market team oversees $215B in assets and is the 11 th largest money fund provider in the industry. We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days a week. Location(s): Minneapolis, MN, San Francisco, CA RESPONSIBILITIES Day-to-day responsibility for the portfolio management of the Allspring Government, Allspring Treasury Plus, and Allspring 100% Treasury money market funds including the trading of US Treasury securities, agency securities, and repurchase agreements. Contribute to money market investment strategy development and implementation. Represent team, funds, and investment strategy to clients, prospects, and the industry with the goal of growing assets under management. Author commentaries and develop materials related to investment strategy, the economic environment, and current topical events for internal and external use. Build and maintain strong professional relationships with external trading counterparties and internal stakeholders, such as credit research, investment analytics, operations, legal, and compliance teams. Provide backup to prime and municipal fund portfolio managers. CANDIDATE We are seeking a motivated and talented candidate that works well on a team in a trading desk environment. Strong technical and communication skills with a commitment to detail desired. REQUIRED QUALIFICATIONS Well-versed in fixed income markets and work experience of at least 2-5 years in portfolio management or related field. Proven analytical, problem solving, and quantitative abilities. Solid understanding of credit risk and risk management. Superior organizational, interpersonal, verbal, and written communication abilities. Demonstrated leadership ability, a quick intellect, and a willingness to work in a "hands-on", team-oriented environment. Investment systems-oriented mindset with strong technical skills. Knowledge of Bloomberg and proficiency in Excel and PowerPoint. PREFERRED QUALIFICATIONS An undergraduate degree in business administration, finance, economics, statistics, accounting, math or equivalent experience in these fields is desired. Experience and working knowledge of SEC Rule 2a7 governing registered money market mutual funds. A CFA designation or interest in pursuing such. Base Pay Range:  $150,000 - $175,000 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)  #LI-KC1 #LI-Hybrid We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Patterson isn't just a place to work, it's a partner that cares about your success. One of the distinguishing marks of our company is the talented people who embrace the people-first, always advancing, and results-driven culture. Professional growth abounds in this motivating environment. We value the diverse talents and experiences our employees bring to Patterson and believe that they build a stronger and successful organization. Job Description: The Patterson Brands Portfolio Manager drives growth for Patterson's owned entities by managing an upstream product portfolio. This role defines and executes a pipeline of differentiated solutions using analytics, financial acumen, and market expertise to prioritize areas of opportunity and growth. The Portfolio Manager identifies new opportunities, sets the vision and scope for products and works cross-functionally for successful implementation. Essential Functions Manage the portfolio of Patterson's House Brands within a defined business segment by reviewing current offerings against market needs, dynamics, and opportunities Define and interpret analytics to identify opportunity spaces, using both internal and external data to identify largest opportunities and define product/equipment specifications for success Provide recommendations on opportunity spaces for potential acquisitions into the portfolio Develop business cases for new offerings and make recommendations on product implementation (e.g., source, build, or buy) based on market insights Integrate input from internal subject matter experts, including procurement, supply chain, and business teams, to define specifications and build consensus for launch offerings Partner with marketing teams to leverage marketing campaigns and grow the house brands Meet with current and new vendors and conduct business reviews; create and review vendor agreements Drive annual growth of the Patterson brand line ahead of market trends and simultaneously increase overall margins; develop KPI's for success (e.g., robust profitable pipeline, on-time launch, increased market penetration) Optimize pricing strategies for new and existing offerings; meet financial and growth plans by setting appropriate profit and sales objectives Create stage-gate materials and materials for key meetings such as annual sales meeting, new item presentation meetings Comply with Company and department policies and standards; performs other duties as assigned Additional Responsibilities Develops and manages KPI's for success: (robust profitable pipeline, on time launch, increased market penetration of Patterson brands) Minimum Requirements Bachelor's Degree in Business Administration, Marketing, or related field or equivalent education and/or experience 7 years Leadership experience within a management consulting or marketing innovation team Preferred Requirements Master's Degree 7 years experience in upstream marketing and product management 7 years Experience in computer programming, financial modeling or market research Skills and Abilities Ability to make strategic and timely decisions and demonstrate good judgment Exceptional analytical skills to synthesize complex data from multiple sources into actionable insights that drive informed decisions and measurable outcomes Awareness of the competitive market to identify trends and staying abreast of competitor's product selection strategies Excellent communication skills both written and verbal Demonstrates strong executive presence and influence across senior stakeholders Ability to confidently communicate with influence while adapting communication style and content based upon audience level, style, and situation Ability to present to both large and small groups in varying settings (team initiatives, offsite events, forums, etc.) Ability to approach portfolio development from a creative, strategic, commercial, and analytical perspective Ability to quickly influence and establish relationships, gain credibility, trust and respect with peers, executives and brand partners Ability to develop category/brand strategies Adept at targeting, analyzing, and executing upon M&A opportunities aligned with our strategic imperatives. Travel Requirements Ability to travel up 25% of the time Physical and Cognitive Demands Communicate/Hearing Frequently Communicate/Talking Frequently Learn New Tasks or Concepts Frequently Make Timely Decisions in the Context of a Workflow Frequently Complete Tasks Independently Constantly Maintain Focus Constantly Remember Processes & Procedures Constantly Stationary Position (Seated) Constantly Vision Constantly This person must be located within a commutable distance to Mendota Heights, MN or Loveland, CO. This will be 2 days in the office hybrid model. What's In It For You We provide competitive benefits, unique incentive programs and rewards for our eligible employees: Full Medical, Dental, and Vision benefits and an integrated Wellness Program. 401(k) Match Retirement Savings Plan. Paid Time Off (PTO). Holiday Pay & Floating Holidays. Volunteer Time Off (VTO). Educational Assistance Program. Full Paid Parental and Adoption Leave. LifeWorks (Employee Assistance Program). Patterson Perks Program. The potential compensation range for this role is below. The final offer amount could exceed this range, based on various factors such as candidate location (geographical labor market), experience, and skills. $120,200.00 - $150,300.00EEO Statement Patterson provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or other related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.

Travel: >25% Company: Det-Tronics, a Spectrum Safety Solutions brand About Us Det-Tronics is a $200M global technology leader in industrial life safety solutions, specializing in high-end flame and gas detection and automation control systems. As part of Spectrum Safety Solutions-with 1,500 employees across 20+ countries-we serve mission-critical environments in oil & gas, clean energy, marine, and infrastructure. Backed by Sentinel Capital Partners, we're driving innovation and growth across our portfolio. The Opportunity We're seeking a Strategic Portfolio and Innovation Manager to lead our product portfolio strategy and lifecycle management (PLM). This high-impact role will shape the future of Det-Tronics by driving strategic planning, market insights, digital transformation, and organizational excellence. You'll work closely with executive leadership and cross-functional teams to build a best-in-class product management system. Key Responsibilities Develop and communicate the strategic product portfolio and business plan Lead market research, competitive analysis, and trend monitoring Collaborate with product management, engineering, regional teams, and leadership to execute multi-year strategies Define product value propositions, roadmaps, and drive fast decision-making Manage PLM across the lifecycle (phase-in to phase-out, SKU and backlog prioritization) Champion organizational development and cultural transformation toward portfolio-centric excellence Oversee the 4 Ps: Product, Price, Promotion, Place-including launches, pricing rules, and marketing programs Lead Voice of Customer initiatives to capture user needs and translate them into product requirements Evaluate M&A opportunities and strategic partnerships What You Bring Required: Bachelor's degree 5-10 years in product portfolio or product management Willingness to travel >25% Preferred: Strategy/consulting or large company experience Industry knowledge in Safety Solutions, Industrial Automation, or Fire & Gas Detection Strong business acumen and financial analysis skills Experience with digital transformation and customer insight programs Excellent communication and collaboration skills across all organizational levels Why Join Us? Work with a globally respected brand in life safety Influence strategic decisions at the executive level Drive innovation and transformation in a high-growth environment Enjoy development opportunities within a dynamic, private equity-backed company Benefits At Det-Tronics, we believe in taking care of our people. Our comprehensive benefits package includes: Health & Wellness: Medical, dental, and vision insurance plans with company contributions Financial Security: 401(k) retirement plan with company match, life and disability insurance Time Off: Generous paid time off (PTO), holidays, and flexible scheduling options Professional Growth: Career development programs, training opportunities, and tuition reimbursement Employee Support: Employee Assistance Program (EAP), wellness resources, and global mobility support Ownership Culture: Participation in our Ownership Program, empowering employees to share in our success Ready to shape the future of industrial safety? Apply now and join us in making every life safe and sound.

About PPL Project for Pride in Living (PPL) is a nonprofit organization dedicated to empowering low-income individuals and families to become self-reliant through integrated services in housing, employment, and education. We believe in the power of community and the potential of every person. When joining PPL, you become a part of a diverse team whose goal is to assist our residents and communities with the groundwork they need not only to survive but also to thrive. Job Summary The Portfolio Manager oversees a designated group of residential properties within PPL's affordable and supportive housing portfolio. This role ensures operational excellence, financial performance, and resident satisfaction while aligning with PPL's mission to empower individuals and strengthen communities. Essential Duties and Responsibilities Marketing and Leasing: Oversee in collaboration with maintenance staff, apartment turnovers; tracking, coordinating and communicating apartment readiness with maintenance department and outside vendors Assist both property managers and compliance specialist with completing income certification and recertification of residents Assure prospective and current tenants understand and adhere to lease obligations and PPL House Rules Budget Management: Take appropriate rent collections actions; implement rent increases in accordance with the approved Rent Matrix Prepare monthly management and variance reports; prepare annual budget information Property Conditions and Operations: Maintain appearance of properties to the best possible advantage within available resources, and coordinate with Facilities Management regarding inspections, maintenance, and apartment turns Coordinate maintenance and vendor readiness for agency inspections Monitor occupancy, financial and other goals for properties Monitor the rent collection activities and performance of assigned Teams Minimum Requirements Proficient in spreadsheet and property management software Financial analysis skills Knowledge of Property Management, budgeting, and financial reporting Familiarity with low-income housing funding mechanisms, including subsidy and compliance programs, such as LIHTC, MHOP etc Must have a valid driver's license, a good driving record as determined by our insurance carrier, proof of insurance, and access to reliable transportation Education and Experience Associate degree in Property Management, Real Estate Management or Accounting and/or demonstrated competence in managing properties and personnel 4 - 6 years' experience in property management Or any combination of education and experience that provides equivalent knowledge, skills, and abilities to perform the job duties satisfactorily Salary/Hours: Full Time/Exempt: $76,900.00-$78,499.00 /annually DOQ Benefits: Health & Dental Insurance Employer-Paid Short & Long-Term Disability & Life Insurance Paid Parental Leave HSA or FSA Options PTO & Paid Holidays 403(b) Retirement Plan with Employer Match Summer Half-Day Fridays (Memorial Day-Labor Day) Meaningful work that impacts lives Project for Pride in Living, Inc. is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the organization will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

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. Compensation Hiring Pay Range: $72,000-$90,000 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks! Competitive base compensation with additional performance-based incentives (incentives vary depending on role) Career development and continuous learning opportunities Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more 100% vested 401(k) Retirement Plan with 6% company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employer provided group life insurance with option to purchase additional life insurance for you and your family members Employer provided long term and short term disability insurance Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity Wellness Program Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together. We can recommend jobs specifically for you! Click here to get started.

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 Compensation Hiring Pay Range: $72,000-$90,000 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks! * Competitive base compensation with additional performance-based incentives (incentives vary depending on role) * Career development and continuous learning opportunities * Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more * 100% vested 401(k) Retirement Plan with 6% company match * Medical, Dental, and Vision insurance * Flex spending plan & Health savings accounts with employer contribution * Student Loan Debt Reduction Program * Employer provided group life insurance with option to purchase additional life insurance for you and your family members * Employer provided long term and short term disability insurance * Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity * Wellness Program * Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.

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

We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities * Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. * Production of recurring deliverables provided to internal business partners. * Actively support implementation of changes impacting performance, including development of solutions. * Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. * Ensure documentation of relevant processes are complete, detailed and well-maintained. * Work on ad-hoc projects as needed. Required Qualifications * BS/BA degree in Business, Finance, Accounting, or similar * Knowledge of investments, fund accounting and reporting * 5-7 years work experience in the financial services or investment management industry * A standout colleague who can efficiently meet fast paced target dates * Critical thinker with strong problem-solving skills * Strong verbal and written communications skills * Strong organizational skills * Ability to work independently Preferred Qualifications * Curiosity about financial markets * Work experience specific to performance measurement and analytics * Experience with investment analytic systems like FactSet or BlackRock * CIPM, CFA or eager to pursue * Proficiency with Microsoft Excel and Access About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management

Old National Bank has been serving clients and communities since 1834. With approximately $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants. Salary Range The salary range for this position is $81,700 - $165,100 per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Management of investment portfolios: Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences. Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies. Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. Transition non-compliant portfolios to approved strategies. Manage account liquidity to provide for ongoing cash demands and distributions and risk management. Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews. Relationship management and development: Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting. Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment. Prepares and presents detailed investment information to clients. Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers. Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience. Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate. Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction. May provide leadership through interaction and mentoring of other investment associates. Participate in weekly Portfolio Manager meetings. Work individually or with a team on assigned projects. Develops and maintains current industry knowledge and expertise Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events. Accountable for personal execution of initiatives, new capability rollouts, and required training. Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies. Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations. Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions. Skills and Qualifications Bachelor's degree - Business, finance, economics or relevant degree. Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives. CFA or other advanced designation such as CPA or CFP Graduate degree such as MBA or JD preferred Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.) 10+ years of investment decision making and financial consulting experience working with high net worth clients. May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement. Requires specialized depth and/or breadth of expertise in own job discipline or field. Interprets internal/external business challenges and recommends best practices to improve products, processes, or services. Communicates difficult concepts and negotiates with others to adopt a different point of view. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

Job Title Learning Portfolio Manager Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military experience to a 3M career. The Impact You'll Make in this Role As a Learning Portfolio Manager, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: * Stakeholder Management: Partner with business/function, HRBPs, HR Operations and Talent to translate priorities into clear learning objectives and solutions; build business cases, secure buy-in, and align with talent processes to scale access and strengthen a development culture * Learner Insight: Cultivate deep learner empathy through ongoing research (surveys, interviews, journey maps, field observation) and use insights to shape design, prioritization, and engagement/ communications plans * Learning Strategy: Define and maintain learning curricula for target group of learners and roadmap to bring it to life. Monitor performance & health of curricula, managing content lifecycle, recommending improvements * Cross-Functional Team Leadership: Lead matrixed teams (Design, Delivery, Systems, Talent); Set goals, roles, and workplans. Manage team operations to deliver effective programs on-time and on-budget * Program Design and Development: Oversees design/curation across a range of modalities; apply adult learning principles; Ensure accessibility, quality, and scalability * External Partners: Source, contract and manage external partners ensuring content quality, learning outcomes with alignment to 3M priorities and performance culture * Engagement + Communications: Collaborate closely with Delivery colleagues to build and execute communication plans that build awareness, drive uptake and impact (e.g., learner-facing comms, guidance/ toolkits for managers) * Facilitation (as needed): Facilitates virtual and in-person program/modules with executive sponsors * Measurement and Continuous Improvement: Define KPIs, develop evaluations and other techniques to track effectiveness and impact. Foster learning culture within the team, drives improvement via insights and experimentation * Financial Management: Build and manage program budgets. Monitor costs to ensure ROI, efficiency, and impact Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: * Bachelor's degree or higher (completed and verified prior to start) * Eight (8) years of experience in designing and delivering enterprise/global development programs in a private, public, government or military environment Additional qualifications that could help you succeed even further in this role include: * Global program management experience * Experience in learning and/leadership development * Subject matter expertise of audience development * Working knowledge of Project Management Methodologies * Technology Proficiency: Familiarity with learning management systems and other relevant technologies * Strong program management, communication and consulting skills * Demonstrated initiative, curiosity and agility Work location: * Work location: This role follows an on-site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN. * Travel: May include up to 10% domestic and/or international * Relocation: May be authorized Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status). Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Chat with Max For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $212,947 - $260,268, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: *************************************************************** Good Faith Posting Date Range 12/03/2025 To 01/02/2026 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.

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. Compensation Hiring Pay Range: $72,000-$90,000 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks! Competitive base compensation with additional performance-based incentives (incentives vary depending on role) Career development and continuous learning opportunities Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more 100% vested 401(k) Retirement Plan with 6% company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employer provided group life insurance with option to purchase additional life insurance for you and your family members Employer provided long term and short term disability insurance Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity Wellness Program Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.

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 Compensation Hiring Pay Range: $72,000-$90,000 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks! * Competitive base compensation with additional performance-based incentives (incentives vary depending on role) * Career development and continuous learning opportunities * Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more * 100% vested 401(k) Retirement Plan with 6% company match * Medical, Dental, and Vision insurance * Flex spending plan & Health savings accounts with employer contribution * Student Loan Debt Reduction Program * Employer provided group life insurance with option to purchase additional life insurance for you and your family members * Employer provided long term and short term disability insurance * Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity * Wellness Program * Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.

As a Manager on the Investment Performance & Analytics team, you will serve a critical function in advancing initiatives within the broker dealer's Advice & Wealth Management (AWM) segment, specifically those related to investment performance reporting. Responsibilities include conducting research, defining and documenting business requirements, and providing analytical and reporting support. Additionally, you will contribute to the development and ongoing maintenance of the infrastructure necessary to sustain and enhance performance reporting capabilities across the AWM segment of Ameriprise Financial. Key Responsibilities In collaboration with other business units (e.g. products, technology, legal, compliance, marketing, training, field implementation, etc.) and vendors, participate in the execution of projects aimed at developing investment products, ensuring compliance, enhancing the quality of the performance data, and improving the front-end experience Provide data quality oversight, escalation support, process and procedure development, and back-up support to “business and usual” performance reporting operational tasks. Maintain or supervise control-related testing across the various performance tools and processes to ensure a single, cohesive approach to testing/audit protocols of reporting mechanisms and underlying data In collaboration with other business units, participate in the performance verification compliance process for third-party investment manager performance information on the Advisory Platform Help maintain business ownership of the performance reporting tools utilized for both client performance reporting and product performance reporting for the Advisory Platform This job may be located in Minneapolis, MN or Charlotte, NC. Required Qualifications 5+ years of experience in the financial services industry Bachelor's Degree or equivalent experience Strong communications skills, both oral and written, to interact with team, business partners, advisors, senior management and vendors Ability to effectively and efficiently multi-task between different projects and recurring tasks Ability to execute on small to large scale projects with limited supervision Ability to establish and maintain strong relationships with vendors and across the organization Strong leadership skills to effectively guide junior colleagues Ability to stay current with regulatory requirements and best practices Preferred Qualifications Investment performance measurement, analysis, and reporting experience in a financial services organization (broker/dealer preferred) Knowledge in investment concepts, practices, procedures, management operations and tools Experience with both account level performance and product level composite performance. Conceptual and practical understanding of money-weighted and time-weighted return methodologies, performance characteristic metrics (e.g. alpha, beta), asset allocation, and benchmarking. Experience working with performance measurement and portfolio accounting systems (e.g., Pershing X (fka Albridge), First Rate, InvestCloud (aka APL), Informa Profile Producer, Envestnet, Morningstar Direct, & FactSet) Certificate in Investment Performance (CIPM) and/or Charted Financial Analyst (CFA) designation, or progress towards Understanding of Global Investment Performance Standards (GIPS)and ability to apply the standards to performance calculations and representations Knowledge of practices and procedures of retail-oriented investment products and financial planning About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $98,100 - $132,400 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business FPPS Wealth Management Solutions

Old National Bank has been serving clients and communities since 1834. With approximately $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants. Salary Range The salary range for this position is $81,700 - $165,100 per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Management of investment portfolios: * Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences. * Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies. * Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash. * Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. * Transition non-compliant portfolios to approved strategies. * Manage account liquidity to provide for ongoing cash demands and distributions and risk management. * Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews. Relationship management and development: * Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting. * Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment. * Prepares and presents detailed investment information to clients. * Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers. * Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience. * Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. * Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate. * Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.May provide leadership through interaction and mentoring of other investment associates. * Participate in weekly Portfolio Manager meetings. * Work individually or with a team on assigned projects. Develops and maintains current industry knowledge and expertise * Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events. * Accountable for personal execution of initiatives, new capability rollouts, and required training. * Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies. * Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations. * Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions. Skills and Qualifications * Bachelor's degree - Business, finance, economics or relevant degree. * Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives. * CFA or other advanced designation such as CPA or CFP * Graduate degree such as MBA or JD preferred * Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.) * 10+ years of investment decision making and financial consulting experience working with high net worth clients. * May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. * Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. * Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement. * Requires specialized depth and/or breadth of expertise in own job discipline or field. * Interprets internal/external business challenges and recommends best practices to improve products, processes, or services. * Communicates difficult concepts and negotiates with others to adopt a different point of view. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

**Global Portfolio Leader - Paper & Print** **Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. **This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.** **The Impact You'll Make in this Role** As a Global Portfolio Leader within the Paper & Print Business Unit, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: + Develop and implement portfolio strategies in collaboration with the Area sales, Laboratory, and Operations teams to profitably grow the overall business. + Lead, develop, and execute the global New Product pipeline to ensure strong execution of new product introductions. + Lead the demand planning input from all areas to provide the right visibility to our plants and supply chain teams. + Set the pricing strategy and corridors for product portfolios under responsibility. + Lead, develop, and implement the Global Marketing Plan in collaboration with the Area sales, Global Marketing Center, and cross-functional teams in the BU and division. + Utilize portfolio analytics and market insights to define and execute marketing programs and tactics for portfolio optimization and maximization of gross margin dollars. + Engage with key customers, partners, co-suppliers, and industry influencers to develop and execute the global business growth plan. + Directly supervise product marketing and business development teams. + Drive improvements through an agile rhythm in collaboration with functional managers to improve cost, cash flow, and resolve roadblocks. **Your Skills and Expertise** To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: + Bachelor's degree (completed and verified prior to start) from an accredited institution + Ten (10) years' combined experience in Global Portfolio Management, Product Marketing, and/or Business Management in a private, public, government, or military environment. Additional qualifications that could help you succeed even further in this role include: + MBA from an accredited institution. + Five (5) years of experience in the Flexographic Printing market. + Strong track record of collaboration and cross-functional teamwork. + Strong analytical skills and ability to interpret data and drive decisions. + Excellent presentation and communication skills. + Demonstrated success in business strategy, operational marketing, business analytics, customer negotiations, price management, and leadership by influence. **Work location: This role follows an on-site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN.** **Travel:** May include up to 30% domestic /International **Relocation Assistance: May be authorized** **Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).** **Supporting Your Well-being** 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. **Chat with Max** For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $212,947 - $260,268, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: **************************************************************** Good Faith Posting Date Range 09/11/2025 To 10/11/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. **Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.** **3M Global Terms of Use and Privacy Statement** Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms. At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews. 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.

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. Compensation Hiring Pay Range: $72,000-$90,000 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks! Competitive base compensation with additional performance-based incentives (incentives vary depending on role) Career development and continuous learning opportunities Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more 100% vested 401(k) Retirement Plan with 6% company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employer provided group life insurance with option to purchase additional life insurance for you and your family members Employer provided long term and short term disability insurance Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity Wellness Program Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together. We can recommend jobs specifically for you! Click here to get started.

Old National Bank has been serving clients and communities since 1834. With approximately $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants. Salary Range The salary range for this position is $81,700 - $165,100 per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Management of investment portfolios: Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences. Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies. Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. Transition non-compliant portfolios to approved strategies. Manage account liquidity to provide for ongoing cash demands and distributions and risk management. Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews. Relationship management and development: Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting. Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment. Prepares and presents detailed investment information to clients. Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers. Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience. Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate. Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction. May provide leadership through interaction and mentoring of other investment associates. Participate in weekly Portfolio Manager meetings. Work individually or with a team on assigned projects. Develops and maintains current industry knowledge and expertise Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events. Accountable for personal execution of initiatives, new capability rollouts, and required training. Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies. Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations. Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions. Skills and Qualifications Bachelor's degree - Business, finance, economics or relevant degree. Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives. CFA or other advanced designation such as CPA or CFP Graduate degree such as MBA or JD preferred Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.) 10+ years of investment decision making and financial consulting experience working with high net worth clients. May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement. Requires specialized depth and/or breadth of expertise in own job discipline or field. Interprets internal/external business challenges and recommends best practices to improve products, processes, or services. Communicates difficult concepts and negotiates with others to adopt a different point of view. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)