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Portfolio Management Assistant Jobs in Iowa (NOW HIRING)

Altorfer CAT

Strategy Portfolio Manager

Cedar Rapids, IA · On-site

$98K - $136K/yr

Collaborate with Original Equipment Manufacturers (OEM) on desired improvement projects. Assist ... Formal line management of a department--this is not a senior leadership post Required Skills ...

Altorfer CAT

Strategy Portfolio Manager

Cedar Rapids, IA · On-site

$98K - $136K/yr

Collaborate with Original Equipment Manufacturers (OEM) on desired improvement projects. Assist ... Formal line management of a department-this is not a senior leadership post QualificationsRequired ...

Altorfer CAT

Strategy Portfolio Manager

Cedar Rapids, IA · On-site

$98K - $136K/yr

Collaborate with Original Equipment Manufacturers (OEM) on desired improvement projects. Assist ... Formal line management of a department-this is not a senior leadership post Qualifications Required ...

Newell Brands

$16.94 - $21.18/hr

Newell Brands is a leading consumer products company with a portfolio of iconic brands like Graco ... Recognize and address positive and negative HR-related situations through performance management ...

RiseIT Solutions

Digital Program Manager

Des Moines, IA · On-site

$90/hr

The EPMO (Enterprise Portfolio Management Office) is focused on the design and implementation of ... teams * Assist in the definition of project scope and goals, including project and staffing ...

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All JobsPortfolio Management JobsPortfolio Management Assistant JobsPortfolio Management Assistant Jobs in Iowa

Portfolio Management Assistant information

See Iowa salary details

$12

$24

$36

How much do portfolio management assistant jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for portfolio management assistant in Iowa is $24.75, according to ZipRecruiter salary data. Most workers in this role earn between $22.60 and $26.63 per hour, depending on experience, location, and employer.

What is the difference between Portfolio Management Assistant vs Financial Analyst?

AspectPortfolio Management AssistantFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFA Level I are commonSame as Portfolio Management Assistant; often requires a bachelor's degree and CFA Level I or II
Work EnvironmentSupportive role within asset management firms, banks, or investment companies; team-basedAnalytical role in finance departments, investment firms, or banks; focus on data analysis
Employer & Industry UsageUsed in asset management, wealth management, and investment firmsCommon in finance, investment banking, and corporate finance sectors

Both roles require similar educational backgrounds and certifications, often working within the finance industry. The Portfolio Management Assistant primarily supports portfolio managers with administrative and research tasks, while the Financial Analyst focuses more on analyzing financial data to guide investment decisions.

Does portfolio management assistant pay well?

The salary for a portfolio management assistant typically ranges from $45,000 to $70,000 annually, depending on experience, location, and the employer. Entry-level positions may pay less, while those with certifications or specialized skills can earn higher wages. Compensation often includes benefits such as bonuses and professional development opportunities.

What does a portfolio management assistant do?

A portfolio management assistant supports portfolio managers by preparing reports, analyzing investment data, and maintaining client records. They often use financial software and require strong organizational skills to help monitor and optimize investment portfolios. Their tasks contribute to efficient decision-making and client service in investment firms.

What are the most commonly searched types of Portfolio Management jobs in Iowa?

The most popular types of Portfolio Management jobs in Iowa are:

Portfolio Management Assistant jobs near you
Infographic showing various Portfolio Management Assistant job openings in Iowa as of August 2026, with employment types broken down into 2% As Needed, 82% Full Time, 14% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $51,486 per year, or $24.8 per hour.

Credit Portfolio Manager

GreatAmerica Financial Services

Cedar Rapids, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Job description

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.
We Are Looking to Add a Key Member to our Credit Team!
The Credit Portfolio Manager is responsible for credit underwriting, ongoing portfolio administration, and credit quality oversight for an assigned portfolio. This role partners closely with Credit Leadership, Business Operations, and Business Development to ensure risks are identified, monitored, and managed in accordance with credit policy, regulatory requirements, and GreatAmerica risk appetite. The Credit Portfolio Manager supports new originations, renewals, annual reviews, covenant monitoring, and exception resolution while contributing to portfolio performance and sound credit outcomes.
As a Credit Portfolio Manager, you will:
  • Monitors and services the commercial obligations through quality portfolio management work related to the annual servicing review process and exception clearing.
  • Oversee document compliance, covenant compliance, and financial reporting requirements; resolve exceptions timely
  • Contacts borrowers and Vendors to obtain updated financial information to ensure quality and recency of documentation within files.
  • Meets deadlines and schedules associated with analyzing financial information to evaluate the credit worthiness of on-going exposure.
  • Properly grades risk of each obligation in the portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available.
  • Gathers and analyzes credit information on current and potential borrowers including preparation of both business and personal financial statement spreads. Prepares written summaries and financial trend, cash flow, and collateral analysis
  • Underwrites commercial credit requests and recommends loan structures by drawing conclusions from the information provided as to the financial condition of the client and identifying key credit risks and mitigating factors.
  • Assists in the preparation of problem loan reports on adversely graded borrowers and assist in loan workouts as appropriate
  • Reviews and analyzes third party reports such as appraisals, environmental reports, and credit bureau reports.
  • Researches economic environments, business and industry cycles, and assesses management and operations to understand non-financial risks associated with the borrowers and identifying mitigating factors.
  • Assures that large commercial relationships are following State and Federal regulations and Bank policies and procedures.
  • Builds and maintains a positive working relationships with internal business partners (Bank President, Credit Leadership, Operational Risk, and Operations, etc.).
  • Undertakes special projects related to job function as determined by Credit Leadership.
  • Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank.
  • Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws.
  • Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities. Perform credit underwriting and risk assessment for new transactions, renewals, extensions, and amendments, including preparation of clear, concise credit memorandums supporting approval decisions.
  • Provide portfolio reporting, analytics, and ad hoc analysis to Credit Leadership.
  • Live and promote the GreatAmerica Principles and Standards
  • Perform other related duties as assigned

To be successful in this role you will need:
  • Bachelor's degree in Business, Finance, Accounting, or related field.
  • Five (5) or more years of commercial credit analysis experience, preferably in a community banking or private banking setting that includes analyzing, negotiating, and/or structuring borrowing transactions
  • Extensive experience in analyzing complex financial statements and tax returns.
  • Credit analysis training or experience appropriate for the job requirements.

Skills and Abilities
  • Highly developed communication and presentation skills, including the ability to write clear and concise credit correspondence and to convey complex information clearly and concisely.
  • Strong interpersonal skills with emphasis on relationship building both internally and with GreatAmerica Bank clients and prospects.
  • Strong organization, prioritization, and time management.
  • Attention to detail and sound judgment.
  • Ability to advocate persuasively
  • Broad knowledge of credit principles and commercial lending best practices.
  • Capability to independently and proactively manage various relationships and effectively manage multiple priorities.
  • Working knowledge of credit risk principles, financial analysis, and loan/lease documentation.

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:
Financial Benefits
  • Competitive Compensation
  • Monthly Bonuses for Eligible Employees
  • 401(k) and Company Match
  • Annual Profit Sharing
  • Paid Time Off

Health, Wellbeing, and Family Planning Benefits
  • Paid Vacation - starting at 80 hours annually for employees in their first year of service.
  • Paid Sick Days - Ten (10) per year with a conversion option for unused time.
  • Ten (10) Paid Holidays per year
  • Gym Reimbursement
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Short-Term and Long Term Disability
  • Company Paid Life Insurance
  • Flexible Spending Accounts (FSA)
  • Health Savings Accounts (HSA)
  • Employee Assistance Program
  • Parental Leave

Education and Career Planning Benefits
  • Tuition Assistance
  • Networking Opportunities
  • Leadership Development Opportunities

Perks
  • Paid Parking
  • Service Awards
  • Hybrid work arrangements
  • Business casual environment
  • A strong organizational culture focused on our greatest asset: you!

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.
Please note, 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.

Apply