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Portfolio Manager Jobs in Iowa (NOW HIRING)

Nicolet National Bank

Portfolio Manager

Iowa City, IA · On-site

The Portfolio Manager is responsible for providing financial and investment guidance to High-net-worth individual and Institutional clients. As a Portfolio Manager, you will: * Maintain relationships ...

Nicolet National Bank

Portfolio Manager

Iowa City, IA · On-site

The Portfolio Manager is responsible for providing financial and investment guidance to High-net-worth individual and Institutional clients. As a Portfolio Manager, you will: * Maintain relationships ...

Nicolet National Bank

Portfolio Manager

Iowa City, IA · On-site

The Portfolio Manager is responsible for providing financial and investment guidance to High-net-worth individual and Institutional clients. As a Portfolio Manager, you will: * Maintain relationships ...

Danfoss

Product Portfolio Manager

Ames, IA · On-site

Product Portfolio Manager The Impact You'll Make As a Portfolio Manager at Danfoss, you will be the driving force behind the success of our key product lines. You will have the unique opportunity to ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Iowa

Portfolio Manager information

See Iowa salary details

$34.8K

$94.4K

$176.1K

How much do portfolio manager jobs pay per year?

As of Jul 28, 2026, the average yearly pay for portfolio manager in Iowa is $94,357.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,500.00 and $122,100.00 per year, depending on experience, location, and employer.

What is the difference between Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

Do you need a CFA to be a portfolio manager?

A CFA designation is not mandatory to become a portfolio manager, but it is highly valued and often preferred by employers for demonstrating expertise in investment analysis and portfolio management. Many portfolio managers also hold advanced degrees or relevant certifications, and strong experience in finance and investment strategies is essential.

What are some common challenges Portfolio Managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

What does a Portfolio Manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

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

To thrive as a Portfolio Manager, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

What Does a Portfolio Manager Do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What does a portfolio manager actually do?

A portfolio manager is responsible for overseeing investment portfolios, making decisions on asset allocation, and selecting securities to meet clients' financial goals. They analyze market trends, assess risk, and use financial tools and models to optimize investment performance, often holding relevant certifications like the CFA. Their work involves continuous monitoring and adjusting investments to achieve desired returns within acceptable risk levels.

How do you become a portfolio manager?

To become a portfolio manager, typically one needs a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment analysis or financial management. Many professionals pursue certifications such as the Chartered Financial Analyst (CFA) designation to enhance their credentials. Strong analytical skills, knowledge of financial markets, and proficiency with investment tools are also important for success in this role.

How much money does a portfolio manager make?

A portfolio manager's salary varies based on experience, location, and the size of the firm, but typically ranges from $70,000 to over $200,000 annually. Many also earn performance-based bonuses and may hold certifications like the CFA to enhance earning potential.
More about Portfolio Manager jobs
What are popular job titles related to Portfolio Manager jobs in Iowa? For Portfolio Manager jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Portfolio Manager jobs in Iowa look for? The top searched job categories for Portfolio Manager jobs in Iowa are:
What cities in Iowa are hiring for Portfolio Manager jobs? Cities in Iowa with the most Portfolio Manager job openings:
Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Iowa as of July 2026, with employment types broken down into 57% Full Time, 7% Part Time, and 36% Contract. Highlights an 100% In-person job distribution, with an average salary of $94,357 per year, or $45.4 per hour.
Portfolio Manager

Portfolio Manager

Nicolet National Bank

Iowa City, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

64th of 170 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Portfolio Manager is responsible for providing financial and investment guidance to High-net-worth individual and Institutional clients.
As a Portfolio Manager, you will:
  • Maintain relationships and service existing client base.
  • Perform proprietary investment research and due diligence.
  • Consult with clients to develop investment objectives and goals and provide financial services and advice accordingly.
  • Create Investment Policy Statement documenting objectives, risk tolerance, cash flow needs, tax situations and wealth aspirations for the Client.
  • Work closely with the Trust Administrative Officers to manage the client relationship and ensure that all the needs of the investment accounts are met.
  • Knowledge of investments and asset management strategies, products and services.
  • Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
  • Develop referral sources throughout Nicolet.
  • Adhere to all compliance issues associated with sales of investment services.
  • Other related duties as assigned or requested.
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
  • Use spreadsheets and market research to back up financial advice.
  • Review accounts to determine if life changes necessitate new financial strategies.
  • Responsible for the fiduciary investment compliance as well as corporate governance of the investment group.
  • Develop and maintain profitability by ensuring efficient and quality account administration.
  • Develop new account relationships through the community and professional visibility.
  • Maintain knowledge of trust laws, rules, and statutes of regulatory agencies.
  • Identify and refer business to other areas within Nicolet as appropriate.
  • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all Nicolet's policies and procedures.
  • Represent Nicolet in community organizations and activities to enhance Nicolet's image.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Qualifications:
  • Bachelor's degree in Finance, Business or equivalent experience at a financial institution. Graduate degree preferred.
  • 2+ years of investment experience preferred.
  • CFA and CAIA designations preferred.
  • Series 65 or currently holds and is in good standing as a CFP, CFA, CIMA, ChFC, or PFS required.
  • Motivated and driven self-starter.
  • Strong analytical and detail orientated aptitude; a high degree of accuracy is required.
  • Ability to make professional presentations to clients, employees or other groups.
  • Must exhibit good judgment and build credibility as trusted advisor with prospective and current clients.
  • Strong organizational and follow-through skills; strong attention to detail.
  • Ongoing knowledge of state and federal securities regulations.
  • Organized and able to manage multiple priorities.
  • PC, phone system, general office equipment.
  • Attention to detail, ability to learn and use a variety of software.
  • Microsoft Office Suite, particularly Word and Excel.
  • Maintain composure and communicate clearly when under pressure.
  • Possess a strong work ethic and be able to learn quickly in a fast-paced environment.
  • Strong level of comfort with PC, phone system, general office equipment.
  • Ability to maintain strict confidentiality.
  • Effective verbal and written communication skills and strong interpersonal skills.

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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