Portfolio Manager jobs in Cedar Rapids, IA

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Portfolio Manager-Coralville
  • Central State Bank
  • Coralville, IA FULL_TIME
  • Description

    Central State Bank has an immediate opening for a Portfolio Manager at our Coralville, IA location. Central State Bank is a family-owned, community bank with strong roots throughout Eastern Iowa. We are led by the entrepreneurial spirit and committed to continued growth and innovation in the years to come. If you possess kind optimism, curious intelligence, a strong work ethic and empathy towards others, we want to meet you!


    A Portfolio Manager is a risk management professional focused on balancing risk identification and mitigation with the Bank’s sales and profitability goals. Portfolio Managers are focused on accurate and timely underwriting of credit assigned to them by the Credit Officer. We ask our Portfolio Managers to underwrite in a way that is consistent with our loan policy and procedures and to think globally about the risk posed by each credit to the Bank and how that risk can be mitigated through proper loan structuring.


    What we offer

    • Generous compensation and benefit package.
    • Eleven paid holidays in addition to PTO.
    • A team atmosphere committed to growth and innovation.


    What You’ll be Doing

    • Thoroughly reviewing loan files for credits assigned to you.
    • Reviewing approved pricing and structure to identify areas where additional questions or information may arise.
    • Identify all information needs and responding to customer requests.
    • Completing underwriting accurately and timely.
    • Adhering to deadlines set forth by Credit Officer.
    • Conducting appraisal reviews.


    Requirements

    • Attention to detail with highly detailed processes and procedures.
    • Strong interpersonal skills required for internal communications.
    • Adherence to the Bank’s confidentiality and information security policies.
    • Excellent organizational and written communication skills.
    • Ability and willingness to multi-task.

    What You’ve Done

    • 2-3 years of previous Portfolio Manager and underwriting experience preferred.
    • High School diploma required.
    • College classes and/or degree provides more opportunity for advancement. 
  • 1 Month Ago

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Account Resolution Portfolio Risk Analyst
  • Green State Credit Union
  • North Liberty, IA FULL_TIME
  • GreenState Credit UnionAccount Resolution Portfolio Risk AnalystUS-IA-North LibertyJob ID: 2024-3616Type: Exempt Full-Time# of Openings: 1Category: Account ResolutionsGreenState Credit UnionOverviewRe...
  • 19 Days Ago

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Manager
  • Panera Bread of Iowa
  • Rapids, IA FULL_TIME
  • http://panera-iowa.submit4jobs.com Our employees love working at Panera Bread! Customers and co-workers will become your Panera family. At Panera Bread, warmth is our business. Make it yours! Our gues...
  • 9 Days Ago

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Manager
  • Steak n Shake
  • Coralville, IA FULL_TIME
  • ManagerJob Description Summary Description: The Manager is a business partner accountable for leading the Restaurant Associate team to deliver Steak 'n Shake operational and financial standards on eac...
  • 1 Day Ago

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Assistant Manager / Manager in Training
  • Tradehome Shoe Stores, Inc.
  • Dubuque, IA FULL_TIME
  • Tradehome Shoes recently celebrated our 100th year in business and we are rapidly expanding into new markets and communities! We believe in premium people, premium products, and premium locations. We ...
  • 17 Days Ago

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General Manager
  • Wtmcrntown
  • Rapids, IA FULL_TIME
  • If you're a born leader, then you've stumbled across the right job for you.As the General Manager, you'll enjoy plenty of work-related perks, such asadvancement opportunities, provided uniforms, paid ...
  • 6 Days Ago

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0 Portfolio Manager jobs found in Cedar Rapids, IA area

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Senior Counsel, Real Estate Private Equity - Aegon AM
  • Aegon Asset Management
  • Cedar Rapids, IA
  • Job Description Summary Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 375 invest...
  • 4/15/2024 12:00:00 AM

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Funding Specialist
  • GreatAmerica Financial Services Corporation
  • Cedar Rapids, IA
  • GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to business...
  • 4/15/2024 12:00:00 AM

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Full-Time/Perm: Route Driver- Pallet Collection - Cedar Rapids, IA
  • Brambles
  • Cedar Rapids, IA
  • Full-Time/Perm: Route Driver- Pallet Collection - Cedar Rapids, IA CHEP USA | Brambles 2021-12-21T14:37:37+00:00 JR5806 ...
  • 4/15/2024 12:00:00 AM

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Account Resolution Specialist
  • GreatAmerica Financial Services
  • Cedar Rapids, IA
  • GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to business...
  • 4/14/2024 12:00:00 AM

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Sr. Relationship Manager, Commercial Banking - Combined Business Banking and Middle Market Coverage- Des Moines, IA or Cedar Rapids, IA
  • Bank of America
  • Cedar Rapids, IA
  • Sr. Relationship Manager, Commercial Banking - Combined Business Banking and Middle Market Coverage- Des Moines, IA or C...
  • 4/14/2024 12:00:00 AM

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Senior Tactical Portfolio Manager - Aegon AM
  • Aegon Asset Management
  • Cedar Rapids, IA
  • Job Description Summary Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 375 invest...
  • 4/13/2024 12:00:00 AM

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Information Security Officer Business Continuity Management Aegon AM
  • Aegon
  • Cedar Rapids, IA
  • * Information Security Officer Business Continuity Management Aegon AM Full time Information Technology Cedar Rapids, Th...
  • 4/12/2024 12:00:00 AM

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Iowa City Beauty Care Plant Senior Finance Manager
  • Procter & Gamble
  • Iowa City, IA
  • Job Location Iowa City Job Description How would you like to join a world-class Finance & Accounting organization of a l...
  • 3/17/2024 12:00:00 AM

The city is divided into four quadrants, used in addressing. 1st Avenue (U.S. Route 151 Business) divides the north and south sides of the city, and the Cedar River divides east and west. Mays Island, in the middle of the river, is the only area of the city where addresses have no quadrant. Areas outside the city limits that have a Cedar Rapids mailing address do not use the quadrants either. Except in the downtown area, 1st Avenue and the Cedar River tend to run diagonally instead of along the cardinal directions. Due to the curving of 1st Avenue, there are some areas in western Cedar Rapids ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$109,977 to $152,438
Cedar Rapids, Iowa area prices
were up 0.8% from a year ago