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Portfolio Management Associate Jobs in Iowa (NOW HIRING)

Hills Bank

Wealth Management Associate

Marion, IA

Administer various wealth management accounts including all types of IRAs and Individual Portfolios ... Associate degree or equivalent combination of education and wealth management experience. * Minimum ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

Administer various wealth management accounts including all types of IRAs and Individual Portfolios ... Associate degree or equivalent combination of education and wealth management experience. * Minimum ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

$14.50 - $20/hr

Administer various wealth management accounts including all types of IRAs and Individual Portfolios ... Associate degree or equivalent combination of education and wealth management experience. * Minimum ...

Waverly Advisors, LLC

Billing Associate

Waverly, IA · On-site +1

$16.75 - $21/hr

The Billing Associate is an essential part of the Waverly Advisors team. A successful candidate ... Enter adjustments into the portfolio management system. * Work with the Compliance department to ...

Leighton State Bank

Relationship Portfolio Associate

Monroe, IA · On-site

$17.75 - $23.25/hr

Assists lenders in managing their respective portfolio of loans and performs activities to help analyze credit opportunities and complete transactions. Maintain and service new and existing customers ...

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Portfolio Management Associate information

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How much do portfolio management associate jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for portfolio management associate in Iowa is $17.86, according to ZipRecruiter salary data. Most workers in this role earn between $14.23 and $18.94 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Portfolio Management Associate, and why are they important?

To thrive as a Portfolio Management Associate, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel and financial modeling are highly valued, and certifications like the CFA can be advantageous. Excellent attention to detail, communication skills, and the ability to work collaboratively are important soft skills in this role. These abilities are crucial for making informed investment decisions, accurately managing client portfolios, and effectively supporting the portfolio management team.

What are Portfolio Management Associates?

Portfolio Management Associates are professionals who support portfolio managers in overseeing investment portfolios for clients or institutions. Their duties typically include researching investment opportunities, monitoring portfolio performance, preparing reports, and ensuring that investment strategies align with clients' goals. They act as a liaison between clients and portfolio managers and help execute investment decisions. This role requires strong analytical skills, attention to detail, and knowledge of financial markets.

How does a Portfolio Management Associate typically contribute to investment decision-making within a team environment?

As a Portfolio Management Associate, you play a vital supporting role in the investment process by conducting research, analyzing market trends, and assisting with portfolio monitoring and reporting. You’ll collaborate closely with portfolio managers, analysts, and sometimes client service teams to gather data, prepare performance reports, and help execute investment strategies. This role requires strong attention to detail and effective communication skills, as your insights and analyses often inform key decisions. Teamwork and the ability to manage multiple tasks under tight deadlines are essential for success.

What is the difference between Portfolio Management Associate vs Investment Analyst?

AspectPortfolio Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, often pursuing CFA or related certifications
Work EnvironmentFinancial firms, asset management companiesResearch firms, investment banks, asset managers
Primary ResponsibilitiesSupporting portfolio strategies, trade execution, client reportingAnalyzing securities, market research, financial modeling

While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.

What are the most commonly searched types of Portfolio Management jobs in Iowa? The most popular types of Portfolio Management jobs in Iowa are:
What are popular job titles related to Portfolio Management Associate jobs in Iowa? For Portfolio Management Associate jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Portfolio Management Associate jobs in Iowa look for? The top searched job categories for Portfolio Management Associate jobs in Iowa are:
What cities in Iowa are hiring for Portfolio Management Associate jobs? Cities in Iowa with the most Portfolio Management Associate job openings:
Portfolio Management Associate jobs near you

Portfolio Management Associate - Data Center

Principal Financial Group

Des Moines, IA • On-site

$89K - $152K/yr

Full-time

Posted yesterday

Job description

What You'll Do
Join a high-performing team deploying capital in one of the fastest-growing real estate sectors - data centers. As a Portfolio Management Associate on our data center team, you'll play a key support role in managing and growing a unique portfolio. In this role, you'll support the data center team and collaborate across the Principal ecosystem to ensure each data center investment meets its performance goals and aligns with broader strategy.
Additional key responsibilities:
  • Asset Strategy & Performance: Help develop and execute annual asset business plans and budgets to meet or exceed income, appreciation, and occupancy targets. Monitor asset performance against underwriting and market benchmarks, flagging opportunities and risks to drive value.
  • Transaction & Development Support: Assist in underwriting and executing new investments, development projects, and leasing transactions. Evaluate deal opportunities (including tenant credit and lease terms) to ensure they meet return targets and support the platform's growth.
  • Financial Analysis & Reporting: Deliver timely, accurate asset valuations and investor reports, including variance analysis versus budgets. Maintain detailed financial models (e.g., DCF) to support decision-making and ensure current market assumptions are reflected.
  • Stakeholder Collaboration: Coordinate closely with others across the team. Maintain relationships with joint venture partners, leasing brokers, and property managers, and work with internal teams (finance, legal, engineering, etc.) to ensure smooth execution of asset initiatives and client objectives.

Who You Are
  • Bachelor's degree (Finance, Real Estate, Business, or related field).
  • 2+ years of relevant experience in real estate investments or asset management (experience investing in or managing a real estate portfolio or data center portfolio).
  • Strong financial modeling and analytical skills, with high proficiency in Excel (experience with Argus or similar tools a plus). Able to interpret leases/contracts and complex financial documents independently.
  • Highly organized and detail-oriented, able to manage multiple priorities and meet deadlines in a fast-paced environment. Proactive and self-motivated problem solver with a continuous improvement mindset.
  • Excellent communication and interpersonal skills. Comfortable collaborating across teams and presenting findings to stakeholders, including senior leaders. A team player who builds relationships and contributes to a positive, high-performance culture.
  • Willingness to travel (~10%) to visit assets or meet partners as needed.

Salary Range Information
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range
$89300 - $152400 / year
Salary Details
The base salary range for this role is indicated below. Final compensation will be determined based on skills, experience, and alignment with the role's responsibilities.
In addition to base pay, this role participates in a bonus plan as well.
The following locations are examples of market-specific salary ranges across different geographies.
  • Des Moines: $89,300 - $120,650 / year
  • Chicago: $103,400 - $139,700 / year
  • New York City: $112,800 - $152,400 / year

Time Off Program
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible
No
Additional Information
Location / Work Environment
We're open to candidates based out of our World Headquarters located in Des Moines or Chicago and New York City. This role offers the ability for in-office or four days in-office and one day remote.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants
Investment Code of Ethics
For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an exceptional place to grow your career.
Principal 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, or veteran status.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Date First Posted (TTF)
5/12/2026
Latest Post Date: Careers - US
5/12/2026

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