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Portfolio Management Associate Jobs in Iowa (NOW HIRING)

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

... of client investment portfolios managed by the Bank and other client administrative ... Associate degree or equivalent combination of education and wealth management experience.Minimum of ...

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 ...

Aptia Group

Portfolio Director

Urbandale, IA · On-site

The Portfolio Director will directly manage Associate Directors and Coordinators, providing mentorship and fostering strong team performance. Additionally, this role will focus on building and ...

Palmer Group

Associate, Investment Operations

Des Moines, IA · Hybrid

$30 - $45/hr

  • Medical

  • Retirement

A growing institutional investment management organization is seeking an Associate, Investment ... Prepare recurring reports, analyses, and operational metrics that support portfolio management ...

Bureauengros

District Manager - IA/WI/SD

Des Moines, IA · On-site

$95 - $135/hr

  • Medical

  • Retirement

  • PTO

... technical services portfolio, print & marketing services, and business-to-business network ... Strong skills in management strategy, staffing performance management, associate relations and ...

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Iowa

Portfolio Management Associate information

See Iowa salary details

$8

$17

$29

How much do portfolio management associate jobs pay per hour?

As of Aug 13, 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 is a portfolio management associate?

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
Infographic showing various Portfolio Management Associate 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 $37,147 per year, or $17.9 per hour.

Wealth Management Associate

Hills Bank

Marion, IA • On-site

Full-time

Re-posted 2 days ago

Job description

SCHEDULE: Full-time: Typical hours are Monday-Friday 8:00am-5:00pm
LOCATION: 3204 7th Ave, Marion, IA 52302
BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!
SCOPE:
The Hills Bank Trust and Wealth Management department provides a broad range of financial services to help clients manage, grow and protect their wealth.
The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account management. You'll gain valuable hands-on experience working alongside leading professionals in the disciplines of financial planning, retirement planning, investments and trust services.
The primary focus for this position is partnering with Wealth Management Officers in development of new client opportunities, expanding existing relationships (wealth management and overall banking) and retention of current customers. Collaborative teaming and partnering is a necessary requirement of this position to ensure positive perspective and existing customer experiences and demonstrate the depth of the Trust and Wealth Management Department. Wealth Management Associates are expected to support other Trust and Wealth Management Officers with business development and ongoing account administration, including developing and implementing personalized financial plans, monitoring of client investment portfolios managed by the Bank and other client administrative responsibilities to ensure smooth day-to-day client experiences and supporting department and bank growth.
ACCOUNTABILITIES:
Wealth Management and Business Development Support (60%)
  • Solve complex account issues that require extensive analysis while moving through different scenarios and systems. You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations.
  • Assist customers with establishing new accounts and initiating funding and rollover transactions.
  • Communicate directly with customers and internal colleagues to ensure the execution of customer deliverables and progress towards Hills Bank's goals.
  • Assist in the creation and updating of prospect and customer financial plans and investments analyses.
  • Utilize software and tools that facilitate financial planning
  • Gather data and create reports that are utilized by the department and its committees.
  • Enhance and maintain Hills Bank's reputation as an area leader in wealth management.
  • Note and verify significant information as required by Hills Bank policy and procedure. Ensure that Hills Bank procedures are followed.
  • Maintain confidentiality of customer account information.

Account Administration (40%)
  • Administer various wealth management accounts including all types of IRAs and Individual Portfolios as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of financial and retirement planning.
  • Work with investment officers to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.
  • Resolve a high volume of customer inquiries in a timely manner while providing exceptional customer service.
  • Perform annual account and investment reviews for each assigned account.
  • Ensure that transactions in accounts under their direct administration are given proper tax codes, have a general knowledge of tax rules.

EDUCATION AND SPECIAL REQUIREMENTS:
  • Associate degree or equivalent combination of education and wealth management experience.
  • Minimum of one year of experience with wealth management, private banking, financial planning, investment or trust administration.
  • Proficiency in basic office skills, including computer use, communication, and standard office equipment.

EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABILITY

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