Top Investment Executive jobs in Cedar Rapids, IA

Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)

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Investment Analyst
  • Hills Bank
  • North Liberty, IA FULL_TIME
  • SCHEDULE: Full-time; Typical Hours are Monday through Friday (8:00 am - 5:00 pm)

    LOCATION: 590 W Forevergreen Rd, North Liberty, IA 52317

    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:

    This position will be responsible for providing research and technical support to the department and consistently apply the Department's investment strategy across all accounts.


    ACCOUNTABILITIES:

    Investment Strategies and Support: (100%)

    • Work with all officers in the department 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.
    • Attend client meetings as requested by other officers to provide for portfolio reviews for clients.
    • Help in creation of presentations for use in client and sales meetings.
    • Complete statistical and comparative analysis in investment activities on a constant basis.
    • Read, analyze and synthesize trade, periodical and resource material.
    • Make stock, bond, and mutual fund selections to grow customers' wealth and meet the Department's goals and objectives.
    • Appropriate review of all accounts regarding asset holdings and portfolio management.
    • Solicit bids in a fiduciary manner when buying or selling fixed income investments for customers.
    • Buy or sell stocks in a fiduciary manner.
    • Provide documentation for customer files, and as needed, including but not necessarily limited to, documented review of pertinent information concerning portfolio management and individual asset characteristics.
    • Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops.
    • Assist in assembly of data for Investment Committee.
    • Participate in Investment Committee meetings.
    • Review, revise and maintain preferred qualified retirement plan investment lineups for participant directed plans.

    EDUCATION AND SPECIAL REQUIREMENTS:

    • BA or BS degree required.
    • Previous experience within investment management preferred.




    EQUAL OPPORTUNITY EMPLOYER

  • 28 Days Ago

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Top Man
  • Maxwell Construction, INC.
  • Iowa, IA FULL_TIME
  • The Top Man position plays a crucial role in assisting with utility-related construction projects, ensuring the proper installation of water mains, sanitary sewer lines, and other infrastructure compo...
  • 16 Days Ago

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Sales Representative !
  • Top Notch Contracting LLC
  • Rapids, IA FULL_TIME
  • What if I told you, you could reach financial freedom by investing in yourself, while being your own boss? Would you like to travel to see the country? Be part of a growing team? Then Top Notch could ...
  • 20 Days Ago

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Sales Manager !
  • Top Notch Contracting LLC
  • Rapids, IA FULL_TIME
  • Want to be part of a Top Notch’s growing team? Do you have what it takes to run jobs and manage people? If so, our sales Manager position could take your career to new heights. We offer room for advan...
  • 21 Days Ago

T
Outside Sales Representative (Commission based)
  • Top Notch Contracting LLC
  • Rapids, IA FULL_TIME
  • Job Description Job Description Join the Top Notch Roofing Team! Are you a go-getter looking to kickstart your career in sales? Top Notch Roofing is on the lookout for enthusiastic individuals with a ...
  • 22 Days Ago

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Outside sales representative
  • Top Notch Contracting LLC
  • Rapids, IA FULL_TIME
  • Join the Top Notch Roofing Team! Are you a go-getter looking to kickstart your career in sales? Top Notch Roofing is on the lookout for enthusiastic individuals with a passion for learning and a hunge...
  • 23 Days Ago

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0 Top Investment Executive jobs found in Cedar Rapids, IA area

M
Associate Financial Representative
  • Modern Woodmen of America
  • Cedar Rapids, IA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/28/2024 12:00:00 AM

P
Financial Professional
  • Prudential Financial
  • Cedar Rapids, IA
  • Explore a career as a Financial Professional! Take your career to the next level at Prudential Advisors - change your li...
  • 3/28/2024 12:00:00 AM

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Financial Professional
  • Prudential Financial
  • Iowa City, IA
  • Explore a career as a Financial Professional! Take your career to the next level at Prudential Advisors - change your li...
  • 3/28/2024 12:00:00 AM

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Welder - KT Pacer, IA
  • Marmon Holdings, Inc.
  • Cedar Rapids, IA
  • R. C. TWAY COMPANY, LLC Come join a team where People make the difference! As a part of Marmon Holdings, Inc., a highly ...
  • 3/28/2024 12:00:00 AM

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Associate Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)
  • Avantax Planning Partners
  • Cedar Rapids, IA
  • Position Summary Avantax Planning Partners is seeking an Associate Financial Planning Consultant that will work directly...
  • 3/26/2024 12:00:00 AM

A
Senior System Engineer - Mainframe - zOS/Storage (Work from Home)
  • Aegon Asset Management
  • Cedar Rapids, IA
  • Job Family IT Operations About Us At Transamerica, hard work, innovative thinking , and personal accountability are qual...
  • 3/26/2024 12:00:00 AM

M
Associate Financial Representative
  • Modern Woodmen of America
  • Cedar Rapids, IA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/24/2024 12:00:00 AM

M
Associate Financial Representative
  • Modern Woodmen of America
  • Iowa City, IA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/24/2024 12:00:00 AM

The city is divided into four quadrants, used in addressing. 1st Avenue (U.S. Route 151 Business) divides the north and south sides of the city, and the Cedar River divides east and west. Mays Island, in the middle of the river, is the only area of the city where addresses have no quadrant. Areas outside the city limits that have a Cedar Rapids mailing address do not use the quadrants either. Except in the downtown area, 1st Avenue and the Cedar River tend to run diagonally instead of along the cardinal directions. Due to the curving of 1st Avenue, there are some areas in western Cedar Rapids ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$362,130 to $743,471
Cedar Rapids, Iowa area prices
were up 0.8% from a year ago

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