Investment Analyst/Paraplanner Midwest Heritage ServicesInvestment Analyst/ParaplannerIowaContacts: This position works with Midwest Heritage employees, bank customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage. This position is an instrumental role assisting in daily business operations and helping to conduct the smooth operation of a fast-paced, friendly, and successful financial planning practice.
Associate, Investment Risk & Analytics - Principal Asset Allocation Principal Financial GroupAssociate, Investment Risk & Analytics - Principal Asset AllocationDes Moines, Iowa$127,000–$171,000 / yearFull timePrincipal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing about $740 billion in assets and over 60 years of experience. Support the development and deployment of risk models and systems, leveraging quantitative research, analysis, and risk-based analytics to inform investment decisions and enhance portfolio outcomes.
Associate, Investment Operations Principal Financial GroupAssociate, Investment OperationsDes Moines, Iowa$73,150–$99,750 / yearFull timeInterface with internal and external personnel including senior operations staff, legal, relationship management, IT, banks, brokers, custodians, portfolio managers, traders, regulatory agencies and/or industry contracts to educate, provide direction, obtain information and resolve problems. Nonimmigrant Workers and Green Card for Employment-Based Immigrants InvestmentCodeofEthics For PrincipalAssetManagement positions, you’ll need to follow an InvestmentCodeofEthics related to personal and business conduct as well as personal trading activities for you and members of your household.
Sr. Investment Operations Associate-IOWA RK PartnersSr. Investment Operations Associate-IOWAClive, IAA rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management, alternatives administration, and operational workflows that drive exceptional client outcomes. This role is ideal for someone who is detail‑oriented, process‑driven, and experienced in investment operations within a fast‑paced advisory environment.
Director, Investments - Institutional Business FGL HoldingsDirector, Investments - Institutional BusinessDes Moines, IARemoteServe as a senior thought partner to portfolio managers on complex analytical, modeling, and investment strategy questions - including ALM frameworks, reinvestment modeling, hedging strategy, and capital efficiency trade-offs - enabling the broader team to operate with greater speed and depth. Proactively identify and lead new strategic initiatives across the institutional investment team, including model enhancements, process improvements, and analytical frameworks that expand team capabilities and support senior leadership decision-making.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantDes Moines, IAThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Investment Trader Integrity Marketing GroupInvestment TraderUrbandale, IowaExecuting transactions for Integrity’s Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities.
Investment Due Diligence Specialist Integrity Marketing Group, LLCInvestment Due Diligence SpecialistUrbandale, IAThe formal launch of the Integrity Wealth brand brings together Integrity's formidable and diverse wealth-focused partner firms to more comprehensively work with the company's Life and Health divisions in delivering truly holistic life, health and wealth solutions to millions of American consumers throughout their lifetime. Product and provider collaboration: Maintain partnerships with providers (mutual funds, annuities, TAMPs, and retirement firms) to gather product information, secure marketing materials, and ensure smooth product access for advisors.
Investment Services Relationship Manager Integrity Marketing Group, LLCInvestment Services Relationship ManagerUrbandale, IACreate and maintain monthly reporting for the Advisory Investment Services team including monthly AUM changes and any new advisors closing new business, daily and weekly AUM changes and any additional reporting required by the firm. Duties include working with these companies to obtain product information, marketing brochures, selling agreement contacts, and any other information that will help Integrity Alliance advisors/representatives provide solutions to their clients.
Senior Accountant, Insurance Investments NcmicSenior Accountant, Insurance InvestmentsClive, IowaThis role provides ownership of critical investment accounting processes, ensures the timely and accurate recording and reconciliation of complex investment activity, supports financial statement preparation and regulatory filings, and partners across finance, operations, auditors, and other stakeholders to maintain strong internal controls, resolve issues and enhance the quality and efficiency of investment-related reporting. Prepare monthly investment income and related financial reporting for NCMIC Insurance Company, Professional Solutions Insurance Company, NCMIC RRG, Inc., NCMIC Group, Inc., and Sextant Investment Advisors, LLC, including analysis of actual results versus budget and communication of key variances to support informed financial and operational decision-making.