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Investment Program Manager Jobs in Iowa (NOW HIRING)

We invest in the growth and development of our team members through ongoing learning opportunities ... The Program Manager serves as the primary point of contact for program delivery, managing ...

Program Manager

Ely, IA · On-site

$152.30K - $170K/yr

... invest in their careers through training and the development of new skills and certifications ... Overview The Program Manager is responsible for managing a program of projects. The ideal candidate ...

IT Program Manager

Cedar Rapids, IA · On-site

$113.60K - $114K/yr

Job Family Program and Project management About Us At Transamerica, hard work, innovative thinking ... Our insurance, retirement, and investment solutions help people make the most of what's important ...

Job Family Program and Project management About Us At Transamerica, hard work, innovative thinking ... Our insurance, retirement, and investment solutions help people make the most of what's important ...

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Investment Program Manager information

What are the key skills and qualifications needed to thrive as an Investment Program Manager, and why are they important?

To thrive as an Investment Program Manager, you need strong financial analysis, project management, and strategic planning skills, typically supported by a degree in finance, business, or economics. Familiarity with portfolio management software, financial modeling tools, and certifications such as CFA or PMP are commonly required. Exceptional communication, leadership, and stakeholder management skills help differentiate top performers in this role. These skills ensure effective oversight of investment initiatives, alignment with organizational goals, and successful collaboration with diverse teams and clients.

How does an Investment Program Manager typically collaborate with cross-functional teams within an organization?

Investment Program Managers frequently work alongside finance, operations, legal, and executive teams to ensure investment initiatives align with organizational goals. This collaboration often involves coordinating project timelines, communicating investment strategies, and ensuring compliance with internal controls and external regulations. Effective communication and stakeholder management are critical, as these managers must synthesize input from diverse teams to drive successful investment outcomes. Regular meetings, progress updates, and cross-departmental workshops are common practices in this role.

What does an Investment Program Manager do?

An Investment Program Manager oversees and coordinates investment portfolios or programs for organizations or clients. Their responsibilities include setting investment strategies, managing risks, analyzing market trends, and ensuring that investment goals are met. They often work closely with financial analysts, stakeholders, and other managers to optimize portfolio performance. This role requires strong analytical, leadership, and communication skills, as well as a deep understanding of financial markets and investment vehicles.

What is the difference between Investment Program Manager vs Investment Analyst?

AspectInvestment Program ManagerInvestment Analyst
Primary FocusOversees large investment programs, manages portfolios, and coordinates multiple projectsAnalyzes investment opportunities, conducts research, and provides recommendations
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are commonUsually requires a bachelor's degree in finance, economics, or related field; CFA is also common
Work EnvironmentCorporate or institutional investment teams, often in financial services firmsFinancial analysis firms, investment banks, or asset management companies

Both roles often require similar educational backgrounds and certifications, but the Investment Program Manager focuses on managing entire investment programs and portfolios, while the Investment Analyst concentrates on analyzing specific investments and providing insights. The Program Manager has a broader strategic role, whereas the Analyst is more research-focused.

Program Manager

Program Manager

Q2

Des Moines, IA • On-site

Full-time

Medical

Posted 26 days ago


Job description

As passionate about our people as we are about our mission.

Why Join Q2?

Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Our mission is simple: build strong and diverse communities through innovative financial technology-and we do that by empowering our people to help create success for our customers.

What Makes Q2 Special?

Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our "Circle of Awesomeness" award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun. We hold an annual Dodgeball for Charity event at our Q2 Stadium in Austin, inviting other local companies to play, and community organizations we support to raise money and awareness together.

SUMMARY

The Program Manager provides oversight for multiple projects and workstreams supporting assigned clients within the Q2 Integrated Services organization. This role is responsible for coordinating delivery across teams, maintaining program alignment with client objectives, and ensuring high-quality outcomes. The Program Manager serves as the primary point of contact for program delivery, managing communications with clients and internal stakeholders while driving overall program success.

A Typical Day:

  • Lead and manage multiple projects simultaneously within a matrixed environment, ensuring high-quality and timely delivery.
  • Coordinate cross-functional workstreams and manage interdependencies across internal teams and partners.
  • Develop and maintain program roadmaps for assigned financial institutions (FIs).
  • Serve as the primary point of contact for program delivery and client engagement.
  • Manage program-level communications with clients and internal stakeholders.
  • Provide regular status updates and strategic insights to internal leadership, including senior executives.
  • Track program progress, identify changes in priorities or strategy, and communicate impacts.
  • Establish and maintain program governance, including risk and issue management and escalation as needed.
  • Proactively monitor program health, anticipating and addressing potential challenges.
  • Manage program documentation and reporting, including dashboards and standard program artifacts.
  • Monitor program resourcing and escalate potential capacity or staffing concerns.
  • Develop and support measurement and reporting frameworks such as KPIs, balanced scorecards, and dashboards.
  • Collaborate with cross-functional teams to develop and maintain delivery playbooks and operational best practices.
  • Foster strong client relationships and ensure a high standard of service delivery.

Bring Your Passion, Do What You Love. Here's What We're Looking For:

  • Typically requires a Bachelor's degree in (relevant degree) and a minimum of 8+ years of related experience; or an advanced degree with 6 years of experience; or equivalent related work experience.
  • Project Management Methodology exposure preferred (PMP or PMI)
  • Strong analytical and problem-solving skills
  • Experience building documentation and project plans using MS Project, Excel, Word, and PowerPoint
  • Experience leveraging AI tools and technologies to enhance program delivery, decision-making, and operational efficiency is preferred.
  • Good hands-on experience of MS Visio, Lucid charts etc.
  • Exposure to Jira, Salesforce, Qualtrics, PowerBI etc
  • Experience managing expectations and providing creative solutions to priority conflicts for high-profile clients.
  • Ability to develop new initiatives and processes that produce higher levels of customer satisfaction while reducing expenses and shortening project durations.
  • Capable of assessing project risks and related mitigation steps.
  • Client first attitude and commitment to satisfaction
  • Strong written and verbal communication skills
  • Excellent people and teamwork skills.
  • Attention to detail, exceptional follow-through, the ability to prioritize, stay organized, and multi-task in a fast-paced environment.
  • Prior experience with Salesforce (or other CRM tools) and SharePoint preferred.
  • Financial Services and enterprise software experience preferred.

This position requires fluent written and oral communication in English.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Health & Wellness

  • Hybrid Work Opportunities

  • Flexible Time Off

  • Career Development & Mentoring Programs

  • Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents

  • Community Volunteering & Company Philanthropy Programs

  • Employee Peer Recognition Programs - "You Earned it"

Click here to find out more about the benefits we offer.

Our Culture & Commitment:

We're proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. And our benefits go beyond healthcare-offering resources for physical, mental, and professional well-being. Click here to find out more about the benefits we offer. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program (see more). We believe in making an impact-in the industry and in the community.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.


Applicants in California or Washington State may not be exempt from federal and state overtime requirements


Q2 logo

About Q2

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Austin, TX, US

Year founded

2004