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Portfolio Management Assistant Jobs in Iowa (NOW HIRING)

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 ...

Strategy Portfolio Manager

Cedar Rapids, IA

$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 ...

Strategy Portfolio Manager

Cedar Rapids, IA

$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 ...

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 ...

Underwriting Assistant

Urbandale, IA · On-site

$18.50 - $25.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

General functions include processing of new and existing business, system maintenance, agency inquiry support, document preparation, and overall bond portfolio management support. ESSENTIAL DUTIES ...

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Showing results 1-20

Portfolio Management Assistant information

See Iowa salary details

$12

$24

$36

How much do portfolio management assistant jobs pay per hour?

As of Aug 13, 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.

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 and communication skills to help monitor and optimize investment portfolios.

Is portfolio management a stressful job?

Portfolio management assistants often work in fast-paced environments where attention to detail and decision-making under pressure are important. The role can involve managing client expectations, meeting deadlines, and analyzing market data, which may contribute to stress levels. However, workload and stress vary depending on the organization and individual workload management skills.

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

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

Infographic showing various Portfolio Management Assistant job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $51,486 per year, or $24.8 per hour.

Senior Lead Business Execution Consultant - Merchant Services, Pricing Portfolio Management

Wells Fargo

West Des Moines, IA • Hybrid

Full-time

Posted 6 days ago


Wells Fargo rating

7.8

Company rating: 7.8 out of 10

Based on 708 frontline employees who took The Breakroom Quiz

88th of 171 rated banks


Job description

About this role:

Wells Fargo is seeking a Senior Lead Business Execution Consultant to play a critical role in advancing our Merchant Services Pricing and Portfolio Management strategy.


In this highly visible position, you will help drive the execution, monitoring, and optimization of pricing initiatives across a diverse merchant portfolio. Partnering closely with leaders across Pricing Strategy, Product, Technology, and Operations, you will leverage data-driven insights to support revenue growth, portfolio performance, and operational excellence.
Learn more about career areas and lines of business at wellsfargojobs.com.


In this role, you will:

  • Conduct ongoing analysis of merchant pricing performance and identify potential repricing opportunities based on established guidelines and thresholds.
  • Support implementation of pricing strategies within the existing merchant portfolio, including tracking execution and assisting with validation activities.
  • Monitor pricing performance versus expectations and develop pricing strategies to address variances in partnership with senior team members.
  • Support development and maintenance of pricing and profitability reporting to support portfolio management and business decisioning.
  • Perform data validation, reconciliation, and quality assurance activities across pricing and reporting outputs.
  • Support the assessment and execution of payment network and fee-related changes, including tracking impacts and assisting with implementation activities.
  • Generate and maintain trend analysis and reporting to both ensure proper merchant setup/configuration and identify potential profitability impacts driven by changes in merchant behavior.
  • Conduct ad hoc analysis and data extraction to support business partner requests and pricing initiatives.
  • Assist with billing and pricing-related issue resolution, including research, calculation support, and coordination with internal partners.
  • Collaborate with Technology, Operations, and Data teams to support accurate and timely implementation of pricing changes.
  • Partner with Product and Technology teams to ensure pricing tools align with payment network updates and Wells Fargo pricing strategies.
  • Maintain documentation, trackers, and reporting artifacts to support execution transparency, risk management, and process consistency.


Required Qualifications:

  • 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Extensive experience in merchant services, payments, or financial services pricing, with strong knowledge of interchange economics, pricing structures, and payment processing workflows.
  • Proven analytical expertise utilizing Excel, SQL, and related data tools to extract, validate, analyze, and interpret complex data sets.
  • Strong understanding of product profitability, cost modeling, and pricing optimization, including direct, variable, and non-controllable cost drivers.
  • Experience supporting cross-functional initiatives involving Product, Technology, Operations, and Pricing teams to drive business outcomes.
  • Demonstrated success improving processes, enhancing operational efficiency, and maintaining high standards of data quality and reporting integrity.
  • Ability to translate complex business questions into actionable analysis, reporting, and strategic recommendations.
  • Strong project execution skills with the ability to manage multiple priorities, identify trends, resolve inconsistencies, and deliver results within established frameworks.
  • Excellent communication and stakeholder management skills, with the ability to collaborate effectively across organizational levels.

Posting Locations:

  • 2700 S. Price Road - Chandler, Arizona, 85286
  • 1150 W. Washington - Tempe, Arizona, 85281
  • 800 S. Jordan Creek Parkway - West Des Moines, Iowa, 50266
  • 550 S. Tryon - Charlotte, North Carolina, 28202
  • 1525 W T Harris Blvd - Charlotte, North Carolina, 28262
  • 401 Las Colinas Blvd W Bldg. B - Irving, Texas, 75039

Job Expectations:

  • Ability to work at one of the locations in this job posting.
  • This position is not eligible for Visa Sponsorship.
  • This position currently offers a hybrid work schedule.
  • Specific compliance policies may apply regarding outside activities and/or personal investing;affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting End Date:

20 Aug 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visitDisability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.


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About Wells Fargo

Sourced by ZipRecruiter

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 41 on Fortune's 2022 rankings of America's largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health and a low-carbon economy.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

San Francisco, CA, US

Year founded

1852

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